We are seeking a detail-oriented Intermediate Administration Assistant to join our dynamic team. If you excel working in a fast-paced environment, enjoying supporting a team, and take pride in ensuring smooth operations, this is an exciting opportunity for you!

About Navwealth

Navwealth is a trusted name in the professional advice marketplace, offering integrated Wealth Management and Accounting solutions tailored to meet the diverse needs of our clients.

With over 30 years of experience, we have built a reputation for excellence, innovation, and collaboration dedicated to providing top-tier financial solutions to small and medium-sized enterprises (SMEs) and high-net-worth individuals (HNWs). Our holistic approach involves working closely with strategic partners, including economists, lawyers, stockbrokers, and property advisers, to deliver comprehensive financial solutions.

About the role:

This is a full-time position and is essential in supporting the day-to-day operations of our accounting practice.

Key Responsibilities:

Prepare and review client letters and correspondence

Maintain accurate client records and prepare reports

Manage client onboarding and offboarding

Handle company incorporations, manage company changes and lodge necessary documentation with ASIC

Process invoicing

Lodge Tax return and BAS

Assist with ATO queries including payment arrangements

Prepare and send electronic signature packs

Answer phone calls and handle client administrative queries

Provide general administrative support to Partners, Accountants and Bookkeepers as required

Support SMSF Administration

About You

To thrive in this role, you should have:

At least 2 years of experience in a similar role—ideally within a boutique public practice accounting firm.

Confidence and initiative to take ownership of assigned tasks.

Experience with Xero, Xero Practice Manager, Now Infinity, ATO portal, ASIC Connect, and ATO Mate (ideal but not essential).

Proficiency in Microsoft Word and Excel.

Strong multi-tasking and prioritization skills.

A motivated team-player mindset with a proactive “can-do” attitude.

High attention to detail, excellent verbal and written communication skills, and strong organizational abilities.

A professional and polished presence.

Why Join Navwealth?

At Navwealth, we value your contribution and empowers you to make a real impact.

We offer:

A supportive and collaborative work environment.

Flexible hybrid working options—balance working from home and the office.

Opportunities for personal and professional growth.

How to Apply:

If this role sounds like a great fit, we encourage you apply now via Seek.

Please note: Due to the high volume of applicants, only shortlisted candidates will be contacted.

No recruiters, please