Senior Client Service Manager/Personal Assistant

Typical duties will include:

• Scheduling and Calendar Management: Organizing appointments, meetings, and events.
• Handling email communication, drafting letters, memos, and other documents on behalf of the Director
• Answering phone calls, screening and redirecting calls as necessary.
• Organizing and maintaining both physical and digital records, files, and documents.
• Manage tasks and priorities to ensure efficiency and productivity.
• Attending meetings, taking minutes, and following up on action items.
• Management of client database and details
• Taking payments of client accounts and providing receipts
• Other administrative tasks as required

Communication and Interpersonal Skills:

• Confidentiality: Maintaining strict confidentiality of sensitive information.
• Professional Communication: Communicating effectively with colleagues, clients, and external contacts.
• Problem Solving: Addressing issues and challenges proactively, finding solutions to problems that arise.
• Relationship Building: Building and maintaining positive relationships with colleagues, clients, and stakeholders.

Technology Skills:

• Proficiency with Office Software: Utilizing software such as Microsoft Office (MS 365, Word, Excel, PowerPoint) or other tools for document creation, management and communication.
• Calendar and Email Management: Familiarity with calendar software and email platforms for efficient scheduling and communication.
• Data Management: Managing and organizing data using spreadsheets or other relevant software.

Experience: 

• Prior administrative or personal assistant experience is preferred.
• Organisational Skills: Strong organisational and multitasking abilities are essential.
• Communication Skills: Excellent written and verbal communication skills.
• Discretion: Ability to handle sensitive information with confidentiality and professionalism.
• Adaptability: Flexibility to handle diverse tasks and changing priorities.
• Time Management: Effective time management and the ability to work under pressure.
• be well presented with a mature and confident nature
• a team player that can also work unsupervised and shows initiative.
• high degree of accuracy and attention to detail is essential
• experience in an accounting/financial planning professional firm is an advantage
• familiarity with ATO portal, general ATO correspondence
• knowledge of MS365, Outlook, Xero Workflow Max desired but not essential

Employment benefits include but not limited to:

• 5th week of annual leave for all team members
• Free Employee Assistance Program with Converge International,
• A national office network covering multiple states,
• Training and support from experienced mentors,
• Competitive remuneration based on experience,
• Supportive team environment,
• Delivery of dynamic & forward-thinking client service,
• Super fun social events too!