Administration Assistant

Permanent, part time position

Located in Milton, close to Park Road restaurants and public transport

About Us

At Apiary Financial, we believe that great achievements are rarely made alone. That's why we live by the philosophy that we are Stronger Together. We partner with our clients to build financial strength across their business, their life, and their future.

This collaborative mindset extends to our team as well. Just like the bees in an apiary, who work in harmony toward a common goal, our team of Chartered Accountants and Financial Planners unite their expertise to offer valuable services that help our clients grow their businesses, create wealth, and secure a financially successful future.

Our office is designed with productivity and comfort in mind, featuring modern layouts and electronic sit/stand desks, each equipped with three monitors. We prioritize a supportive and inclusive culture, where open communication is encouraged—our partners maintain an open-door policy and we hold regular social events. Plus, our staff enjoys the opportunity to unwind with games like chess and cards in the lunchroom.

At Apiary Financial, we work hard, but we also enjoy the journey together. Join a team where collaboration and success go hand in hand.

THE OPPORTUNITY

We are seeking a dynamic and enthusiastic individual to join our team as one of the first points of contact for our clients. If you are mature-minded, responsible, and always present yourself with professionalism, this could be the perfect opportunity for you!

While prior office experience in a similar role is a plus, we welcome all motivated and impressive candidates to apply.

ABOUT THE ROLE

Reporting to the Administration Manager, you will play a key role in ensuring smooth daily operations. Your diverse responsibilities will include:

Reception Duties: Manage phone calls, greet clients with a friendly, professional demeanor, and offer refreshments to visitors.

General Office Support: Handle a variety of tasks such as processing mail, banking, filing, archiving, photocopying, scanning, and running errands.

Client Assistance: Be the go-to for clients with general inquiries, providing them with excellent service and support.

Accounts Management: Assist with Accounts Payable and Accounts Receivable, ensuring timely and accurate transactions.

Office Supplies: Keep the office stocked with necessary stationery and equipment, ensuring a well-equipped workspace.

Liaising with the ATO: Assist in preparing correspondence regarding income tax, PAYG, and GST matters.

Invoice Processing & Tax Lodgments: Process invoices and manage the lodgment of tax returns using Xero Practice Manager.

Company Secretarial Compliance: Attend to ASIC compliance matters with attention to detail.

Workflow & Client Database Management: Support the smooth flow of internal operations and maintain the client database.

Office Maintenance: Ensure the kitchen and meeting rooms are well-maintained and presentable for staff and visitors.

Ad-hoc Tasks: Assist with various tasks to ensure the office runs efficiently.

SKILLS AND EXPERIENCE

A proactive, “can-do” attitude with a willingness to take on general office tasks and help where needed.

Strong written and verbal communication skills to ensure clear, effective interactions.

Exceptional attention to detail and a commitment to producing accurate work.

Enthusiasm to learn and embrace new tasks, software, and systems.

Solid computer skills, including the ability to touch-type and proficiency in Microsoft Office applications.

The ability to work independently, using your initiative to manage tasks without constant supervision.

Excellent time management skills with the ability to efficiently prioritize and manage multiple tasks.

The ability to follow instructions and adhere to established processes, systems, and procedures.

Familiarity with Xero is a plus, but not a requirement.

This is a fantastic opportunity to work in a fast-paced, collaborative environment while playing a vital role in the company’s day-to-day operations. We look forward to welcoming an enthusiastic team player who is ready to make a positive impact!

We encourage applicants of all ages to apply, and we are excited to offer an immediate start for the right candidate.

Please submit your application with covering letter to the Administration Manager via email: [email protected]