Personal Assistant

Personal Assistant

Robert Half | Melbourne, VIC, AU

Posted a month ago

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The Company

This organisation is one of Australia's leading professional firms providing personalised and commercially astute audit, accounting, tax and business advisory.

The Role

To provide an efficient and effective secretarial, administrative and organisational service to the

Directors and the team. Some of the responsibilities will involve:
Proactively managing directors' email accounts including reading, monitoring and responding to emails.
Proactively managing directors' calendars (and managers' if required) including booking meeting rooms, catering and any other requirements.
Ensuring appointments and travel are scheduled accurately, effectively and contain all the required information.
Ensuring directors are briefed and prepared for upcoming meetings by planning, organising and preparing materials including minute taking and distribution.
Meeting regularly with directors to keep abreast of requirements and proactively actioning tasks.
Courteously and efficiently managing phone calls and all incoming and outgoing correspondence, including:
Communicating and liaising with clients, prospects and stakeholders
Organising couriers
Collecting, distributing and sending documents
Processing correspondence issued by the Australian Taxation Office (ATO).
Monitoring the business development activities of directors, including reporting on referrals, wins and losses.
Managing and coordinating annual processes for the team including client engagement letters and FBT mail-out.
Drafting and preparing correspondence including client packages, engagement letters, reports, bills, proposals, tenders and other documentation on behalf of the directors and team.
Attending to and monitoring urgent queries, issues and action items, ensuring they are brought to the attention of the directors/managers and where relevant, referring matters onto the appropriate team member for response.
Understanding, acting on and monitoring the team's (including directors and managers) adherence to systems, policies, procedures and quality control processes including templates, forms and style guides.
Ensuring database integrity of the firm's practice management system is consistently monitored, and regular updates are undertaken on behalf of directors and the team.
Adhering to, managing and reviewing document management, filing and office systems to enable retrieval when required, ensuring only permanent hard copy documentation is archived.
Assisting the Business Development and Marketing team and directors with the coordination and marketing.

Administration and reception support and general assistance when required.

About You

To be successful in securing this opportunity, you will have the following:
Must come from corporate or a professional or Financial services background
2 years' experience in a similar role
Strong communication skills
Strong attention to detail
Ability to work autonomously and as part of a team
Experienced in Microsoft Office

Apply Today

Please send your resume by clicking on the apply button or for further information, contact our Melbourne office on 03 9691 3663.

Learn more about our Melbourne recruitment services:

Job Reference No: 06810-0012419106CS