Job title: Team Assistant
Job type: Permanent
Emp type: Full-time
Industry: Professional Services
Functional Expertise: Accounting Human Resources
Salary type: Annual
Salary: negotiable
Location: Sydney, NSW
Job published: 22-10-2024
Job ID: 116759
Contact name: Caoimhe Ryan
Contact email: cryan@charterhouse.com.au

Job Description

  • Team Assistant – Wealth Management
  • ASAP Start
  • Sydney CBD
  • $65,000 - $75,000 Package

 

Join a leading Chartered Accounting firm located in the heart of the CBD, where a vibrant culture and a commitment to excellence come together. They value curiosity, talent, and the unique contributions of every individual.

The Role:

We are seeking an enthusiastic and driven Team Assistant to support our clients expanding Wealth Management Division. This is an exceptional opportunity to join a close-knit team within a progressive and professional firm. If you are looking for a role where your contributions are valued and you can grow your career, we want to hear from you!

Duties:

  • Maintain and update client databases with accuracy and attention to detail.
  • Input and manage client data efficiently to ensure all information is up-to-date.
  • Prepare and format client correspondence using templates, ensuring professionalism and clarity.
  • Pre-populate forms on behalf of clients, ensuring all necessary information is accurately included.
  • Photocopy, scan, print, and bind documents as required, ensuring all materials are well-organized.
  • Communicate with external parties via phone and email on behalf of clients, assisting with inquiries such as term deposit instructions and account balances.
  • Check and record client cash balances regularly to keep track of financial status.
  • Handle internal and external document deliveries efficiently and professionally.
  • Assist with the reconciliation of credit card statements, ensuring accuracy in financial records.
  • Help process fund transfers and pay invoices on behalf of clients using bulk transactions
  • Provide general administrative support to Client Service Officers (CSOs) and the wider team as needed.

 

About you:

  • Strong communication skills, both verbal and written.
  • Excellent organisational and time management skills.
  • Ability to work collaboratively within a team.
  • Willingness to learn and take initiative.
  • High attention to detail and accuracy.

How to Apply:

Interested candidates should apply today!

Please note that this is a permanent opportunity and those with PR/Australian Citizens can only be considered.

*Only Shortlisted candidates will be contacted*