Team Assistant
Core
Providing high-level administrative assistance to senior stakeholders and professional staff to ensure smooth delivery of client services.
Role type
Senior administrative support specialist
Builds
Client onboarding processes, invoicing, regulatory lodgements, and client records
Domain
Professional services / Accounting / Financial services
Required skills
Client onboarding, invoice processing, debtor administration, regulatory compliance documentation, meeting coordination, database management, electronic signing platform preparation, general administrative support
Preferred skills
Accounting or financial services experience, practice management software, document management systems, accounting software
Responsibilities
Supporting client onboarding and engagement processes, Preparing and processing client invoices, Managing debtor administration activities, Coordinating regulatory lodgements and compliance documentation, Preparing documentation for electronic signing platforms, Assisting with meeting coordination and preparation of associated materials, Establishing and maintaining client records and correspondence, Updating and maintaining databases and client information systems, Providing general administrative support across the business as required