About the Company
Our client is a leading National Mid-Tier Accounting Firm, renowned for its commitment to excellence. They value their employees and are dedicated to fostering a dynamic, friendly, and professional culture. Through their steadfast commitment to consistently delivering value to their clients, they have built a strong platform for their success.
About the Role
As the Administration Assistant you will join the Wealth Advisory department in the Adelaide office on a full‑time basis. This is a multifaceted and fast‑paced role; you'll be responsible for reception, office administration, and secretarial duties. Additionally, you'll serve as a crucial liaison and support for the Adelaide office, which consists of over 100 individuals.
Duties
* Managing Director's diaries, booking meetings / Phone / Zoom calls, client hospitality (coffees etc), travel and accommodation bookings, catering order requests.
* Triage new enquiry calls and website approaches.
* Manage Strongbox for WA Division (incl storage & removal of documents, updating database, electronic filing of documents).
* Creating New Opportunities and Opening and Closing Matters.
* Agenda preparation, attendance and minutes for WA Team and Innovation Committee meetings.
* Various Administration tasks, scanning, filing, drafting of routine correspondence.
* Preparation of upfront bills.
* Database maintenance, Change of details on Xplan and with third‑party investment providers.
* Print, bind and post out reviews and SOA's.
* Assist with corporate actions and property syndicates (as required).
* Fee Consent and OFA / FDS Reporting (backup support only).
* Assist Finance with Commissions import.
* Review, format and circulate the monthly Investment View e‑Newsletter to clients.
* Maintain supply of printed marketing materials and prepare adviser packs (for new clients).
* Attend to time recording and costing requirements and raise invoices as required.
* Compilation of bulk transacting spreadsheets prior to payment authorisation by Directors.
* Maintain and update all Administration Assistant procedure guides.
* Improve the client and user experience within the Wealth Advisory division.
* Undertake any other duties of a similar level and responsibility, as may be required, from time to time.
* Routine problem solving and triage of queries.
* Triage Review Implementation docs.
* Assist with Onboarding / Offboarding staff.
* Renewing Accountant Certificates.
* Monthly Write Offs / Ups in APS and FUM reporting.
* EOM Revenue matching in Worksorted.
* Assist with marketing initiatives as required.
About you
* Experience using Xplan / Iress, MS Office, Worksorted, Australian Money Market, APS.
* Diploma or Certificate IV in Business Administration or relevant experience.
* A current national police check will be required by the successful candidate to undertake and produce prior to accepting the position.
* Attention to detail.
* Highly organised.
* Reliable.
Benefits
* Training and development opportunities.
* Competitive remuneration package.
* Access a range of employee well‑being benefits.
* State of the art corporate office environment, modern facilities.
How to Apply
Apply now with your most recent resume or contact Courtney on.
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