The Firm:

Our clients are a fun Accounting and Financial Planning firm based in Greenwich. They service a wide range of SME clients across varying industries. We provide a full service offering including Accounting and Taxation, Financial Planning and Mortgage Broking.

You must have excellent communication skills and have experience working in a financial services firm. You will be working from our beautiful Greenwich office, overlooking Sydney harbour and beyond, close to public transport options.
We are flexible with part/time school hours for the right candidate.

The Role:

As a highly valued member of our team, you will love being the FRONT FACE across all our divisions. You will provide a warm and welcoming experience to all our clients and visitors.

• Managing the admin, reception, accounting support and marketing email inbox
• Scanning, filing and returning of client documentation
• Distribution and following up of invoices
• Adding, removing and maintaining client details on our databases
• Managing client appointment schedules
• Meeting rooms maintenance
• Collecting, scanning and distribution of physical mail
• Downloading and distributing Centrelink, ASIC and ATO electronic correspondence.
• Ordering office and catering supplies

Experience:

• Previous reception/administration and client facing experience in a public practice accounting firm / financial services
• Ability to delegate tasks and monitor progress to ensure deliverables are met
• Accounting software experience highly regarded
• Strong values and ethics consistent with our company values
• MUST be Australian Citizen to Apply

Please Apply for this role or email [email protected] your resume for a confidential conversation.