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Associate (administration) | private wealth, smsf

Melbourne
Pwc Australia
Posted: 25 August
Offer description

Associate (Administration) | Private Wealth, SMSF


Associate (Administration) | Private Wealth, SMSF

3 days ago Be among the first 25 applicants

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1. Join the high performing team at PwC Private Wealth
2. Be part of an inclusive culture where you can make an impact
3. Flexible work options - work smarter in a way that suits your lifestyle
4. Grow Here. Grow Now.

* Join the high performing team at PwC Private Wealth
* Be part of an inclusive culture where you can make an impact
* Flexible work options - work smarter in a way that suits your lifestyle
* Grow Here. Grow Now.

About the Role:

Our Private Wealth (SMSF) team is looking for an Associate (Administration) to join our Superannuation team. Here, you will bring our purpose to life by support our client team of six with managing day-to-day administrative tasks, coordinating client communications, prioritising competing demands, and ensuring smooth workflow to deliver exceptional service and support to our valued clients.

You'll help solve complex problems by using your skills in:
* Supporting our client engagement team by assisting them in the delivery of work
* Managing and maintaining our client data to ensure continued integrity
* Attending to ATO or other tax regulatory boards lodgments and monitoring client deadlines and distributing ATO or other tax regulatory boards correspondence
* Communicating with all relevant staff in order to manage client expectations
* General administrative assistance to the Team (phone messages, meeting bookings, scanning documents, diary management)

In our Private Wealth (SMSF) team, your impact will be seen by:
* Utilising your experience in supporting client teams and performing administrative duties
* You will have experience with customer service and can prioritise competing demands
* Handle diverse tasks efficiently and maintain high-quality support
* Leveraging your excellent interpersonal and written communication skills
* Building strong relationships with clients and colleagues, delivering clear, professional correspondence where needed

Your benefits:
* Flexible working arrangements for how, where and when you work, ensuring you thrive while delivering top results for your team and clients
* More opportunities to connect with loved ones, with the ability to work up to four weeks from anywhere in Australia and select international locations
* Health and lifestyle perks like a wellness credit and discounted memberships
* Gender inclusive 26 weeks paid parental leave
* World-class development opportunities to accelerate your career
* Strong mentors, meaningful work and plenty of networking opportunities
* Dress for your day so you can feel confident and comfortable for whatever your day has in store for you

Our commitment to diversity and inclusion:

We empower our people to use their creativity, authenticity and human differences to be champions of change and challenge our thinking. At PwC, we understand that diverse perspectives are necessary for solving complex problems. We believe that for diversity to truly flourish, it must be nurtured in an inclusive environment. That's why we are committed to fostering a workplace where everyone feels valued to thrive.

PwC is committed to making our recruitment processes inclusive, so if you need reasonable adjustments or would like to note which pronouns you use at any point in the application or interview process, please let us know.

Kerrie Edmonds is the Recruitment Manager for the role. As the team experiences high volumes of applications, we appreciate your patience to allow for a timely and fair process for all.

No Agencies Please: We kindly request that recruitment agencies do not submit CVs in response to this advertisement. We are only accepting applications direct from individuals.


Seniority level

* Seniority level

Entry level


Employment type

* Employment type

Full-time


Job function

* Job function

Finance and Sales
* Industries

Business Consulting and Services

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