Administration Assistant

Professional Chartered Financial Services firm in Norwood seeks an enthusiastic Administration Assistant to join their thriving team.

Our Client is a boutique accounting and financial services firm that provides expert, proactive advice in the areas of Accounting, Taxation, Loans, SMSF, Financial Planning and Property Investment.

They are seeking a full time or part time Administration Assistant with a main focus in supporting their Accounting and Loan Broking divisions and assisting in the day-to-day functionality of their busy office.

The office environment is fun and easy going. Everyone takes responsibility for their tasks within the team. They are located in Norwood in a quiet street on the fringe of the CBD, not far from the Parade. There is plenty of free parking.

Applicants must demonstrate a passion to help others, be eager to learn and be adaptable to a variety of tasks.

Professional qualifications are not necessary for this position however; candidates who have achieved a Certificate III in Business Administration or any commensurate study will be looked upon favourably.

Some of your duties will include but are not limited to;

• Answering phones & scheduling appointments;
• Assist with reception duties;
• Collating client financial statements, income tax returns and other ATO correspondence;
• Attend to ASIC functions for corporations;
• Collaborate with ATO regarding client accounts;
• Collation and printing of loan documentation;
• Liaison with lenders and clients;
• Organise and follow up client property valuations;
• Scenario/policy research;
• Credit checks and title searches;
• Update of loan broking CRM program;
• Miscellaneous scanning and filling;
• Assist Managing Director, Office Manager and the loans department where required.

Apply now - don't delay!