Administration Assistant

About the company

Our client is a leading National Mid-Tier Accounting Firm, renowned for their 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 :

Don't miss this opportunity to make a significant impact in the legal field. Apply now  with your most recent resume or  contact Courtney on (08) 8317 4802.

Operating for over 18 years in Australia, New Zealand and the United Kingdom, people2people, Edge Recruitment and Frog Recruitment are your award-winning recruitment group and HR solutions provider. We are the 2022 Outstanding Large Agency, 2023 Excellence in Candidate Care and 2023 Excellence in Client Service RCSA Award winners. We mitigate our carbon emissions by measuring them and planting the equivalent in trees.

At people2people, Edge Recruitment and Frog Recruitment, everyone is welcome and as an inclusive workforce, we encourage our employees, clients, and candidates to showcase their authentic selves.