Key Responsibilities
- Collating and preparing client reports with accuracy and attention to detail.
- Managing client correspondence through DocuSign.
- Utilising the Microsoft Office Suite, including Excel, Word, and Outlook.
- Entering data into Xero with precision and efficiency.
- Scheduling and coordinating meetings for the advisory and accounting teams.
- Generating and distributing internal reports to support team workflows.
- Assisting with new client onboarding and documentation.
- Providing general administrative support across the business as required.
- Previous experience in an administration role, ideally within professional services.
- Strong proficiency in MS Office, particularly Excel.
- Familiarity with Xero or similar accounting platforms is advantageous.
- Excellent organisational skills and the ability to manage multiple priorities.
- High attention to detail and strong written communication skills.
- A proactive and team-oriented approach with a willingness to learn.
- Work within a boutique, supportive, and client-focused firm.
- The opportunity to develop your career in a firm that invests in professional development and priorities internal promotions.
- Exposure to both financial advisory and accounting services.
- Social team events, firm lunches, Friday drinks, casual Friday, table tennis competitions, barista style coffee.
- Opportunities to grow your skills in a professional services environment.
- A collaborative and professional team culture.
- Free parking available 300 meters walk from the firm or paid parking right outside the door.
If this role sounds like it could be the role for you please APPLY NOW!