Administration Assistant

Woods & Co are looking for two Administration Assistants to join a reputable  company in the finance sector. Based in the heart of the Melbourne CBD, you'll be assisting the management team & financial planners on a day-to-day basis.

If you are an office all-rounder/administrator, you like the sound of working in a fast-paced environment and have the ability to build relationships quickly, we want to hear from you!
  
What will you do?  

• Daily reconciliation of bank account.
• Quarterly audits of portfolio.
• Direct assistant to the Financial Advisors and clients. 
• Effectively manage emails & answer phone calls.
• General administration tasks.
• Answer tax queries.
• Update estate planning information.
• Preparation of: application forms; investment reviews (quarterly); annual taxation information; and insurance applications.
• Collate information.
• Liaise with: clients; tax advisors; and internal and external accountants.
• Be the initial contact for all client enquiries regarding administrative matters.
• Set up new client accounts, including the establishment of SMSFs.
• Attend meetings with Advisors.

What do you need

• Previous experience in an administration role.
• Outstanding organisation and communication skills.
• Acute attention to detail with a ‘can do’ attitude.
• Highly dependable
• An ability to meet strict deadlines.
• High capacity for multitasking.
• Ability to function in a high-pressure environment.
• An interest in financial planning.
• A desire to settle into a long-term role with the company (with opportunities to grow down the track).
• Impeccable customer service.
• Knowledge of how self-managed superannuation funds operate preferable.
• X-plan experience preferable.

What’s in it for you: 

• $45K - $55k + super + bonuses + annual salary review.
• 8.30am - 5.30pm (with potential for flexible working hours).
• Immediate start.
• CBD Location.
• Real potential for career progression in the finance industry.
• A fun company culture: Friday drinks; annual interstate trip.
• Join a growing team of 15.

If you're as passionate about this position as we are then please don't delay and APPLY NOW! We are interviewing immediately. For a confidential discussion please call Tom Woods on 0401 064 754.
  
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
  
*You will only be contacted if you are shortlisted.