Financial Planning Assistant
Experienced Client Services Assistant
Summary about this job
Administrative Assistants
Company: Port Macquarie Hastings Tax & Accounting Pty Ltd
Location: Port Macquarie & Mid North Coast
Work type: Part Time
Salary: n\a
Phone: +61-2-9033-3524
Fax: +61-8-2718-6959
E-mail: n\a
Site: n\a
Detail information about job Financial Planning Assistant. Terms and conditions vacancy
We are a growing accounting/financial planning firm located in Port Macquarie.
We have a part time position with flexible hours initially with the scope for increased hours for the right person.
Responsibilities will include:
Relief general reception and administration duties
Maintenance of data bases and records
Liaison with clients
Preparation of correspondence, documents and emails.
About You
We are seeking a mature, motivated well presented person who has a good record working as part of a team.
Key attributes will include:
- Previous experience in a general office work
- Excellent interpersonal skills
- Highly organised with the ability to prioritise tasks
- Excellent attention to detail
- High level experience in the use of Xplan is essential
- Highly proficient in MS Office software
- Proficiency in the use of accounting software such as MYOB, Xero, Quickbooks would also be highly regarded.
- Skills in social marketing would also be highly regarded