Fantastic opportunity for a PA to join this already established national firm!
**The Company**
This organisation is one of Australia's leading professional firms providing personalised and commercially astute audit, accounting, tax and business advisory.
**The Role**
To provide an efficient and effective secretarial, administrative and organisational service to the
Directors and the team. Some of the responsibilities will involve:
- Proactively managing directors' calendars (and managers' if required) including booking meeting rooms, catering and any other requirements.
- Ensuring appointments and travel are scheduled accurately, effectively and contain all the required information.
- Ensuring directors are briefed and prepared for upcoming meetings by planning, organising and preparing materials including minute taking and distribution.
- Meeting regularly with directors to keep abreast of requirements and proactively actioning tasks.
- Courteously and efficiently managing phone calls and all incoming and outgoing correspondence, including:
- Communicating and liaising with clients, prospects and stakeholders
- Organising couriers
- Collecting, distributing and sending documents
- Processing correspondence issued by the Australian Taxation Office (ATO).
- Monitoring the business development activities of directors, including reporting on referrals, wins and losses.
- Managing and coordinating annual processes for the team including client engagement letters and FBT mail-out.
- Drafting and preparing correspondence including client packages, engagement letters, reports, bills, proposals, tenders and other documentation on behalf of the directors and team.
- Attending to and monitoring urgent queries, issues and action items, ensuring they are brought to the attention of the directors/managers and where relevant, referring matters onto the appropriate team member for response.
- Understanding, acting on and monitoring the team's (including directors and managers) adherence to systems, policies, procedures and quality control processes including templates, forms and style guides.
- Ensuring database integrity of the firm's practice management system is consistently monitored, and regular updates are undertaken on behalf of directors and the team.
- Adhering to, managing and reviewing document management, filing and office systems to enable retrieval when required, ensuring only permanent hard copy documentation is archived.
- Assisting the Business Development and Marketing team and directors with the coordination and marketing.
- Administration and reception support and general assistance when required.
**About You**
To be successful in securing this opportunity, you will have the following:
- Must come from corporate or a professional or Financial services background
- 2 years' experience in a similar role
- Strong communication skills
- Strong attention to detail
- Ability to work autonomously and as part of a team
- Experienced in Microsoft Office
**Job Reference No**:06810-0012419106CS