Team Assistant
Core
Providing high-level administrative support to Partners, Directors, Managers, and Accountants in a professional services firm.
Role type
Senior Team Assistant (Administrative)
Builds
Client files, correspondence, reports, proposals, fee documentation, and financial/tax submissions.
Domain
Professional Services (Forensic, Tax, Advisory)
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Client file management, CRM system administration, financial statement preparation, tax return lodgement, ATO liaison, client onboarding support, mentoring junior staff, template development, reception support, process improvement
Preferred skills
APS, CAS, CRM platforms, DocuSign, ATOmate, ASIC Portal, ABR Portal, ATO Portal, Class (Superannuation) experience
Technologies
Microsoft 365 (Word, Excel, PowerPoint, Teams, SharePoint), APS, CAS, DocuSign, ATOmate, ASIC Portal, ABR Portal, ATO Portal, Class
Responsibilities
Managing client files and maintaining accurate client information within CRM systems; Preparing client correspondence, reports, proposals and other professional documentation; Assisting with the preparation and lodgement of financial statements, tax returns and activity statements; Liaising with the Australian Taxation Office (ATO) regarding client matters; Guiding and mentoring junior Administration Assistants on business processes and best practice.
Seniority
Mid-level, hands-on IC