Team Assistant
Core
Provide administration support to Business Services teams, managing client files, correspondence, and corporate secretarial tasks.
Role type
Administrative Assistant (Business Services)
Builds
Client documentation, corporate filings, and administrative workflows for professional services teams.
Domain
Professional Services / Business Services
Deliverable
product features
Required skills
File management, client correspondence, ATO/ASIC liaison, corporate secretarial support, document collation, invoicing assistance, credit card reconciliation, filing, scanning, archiving
Preferred skills
Experience in professional services environment, adaptability, attention to detail, organizational skills
Technologies
Microsoft Office suite
Responsibilities
Maintain and manage client files; Prepare high volume of client correspondence and documentation; Liaise with ATO and ASIC; Manage ATO and ASIC correspondence and lodgements; Provide ASIC corporate secretarial and compliance support; Liaise with legal firms for company incorporation and trust establishment; Collate documents for client meetings and obtain signatures; Prepare fees and assist with client invoicing; Reconcile corporate credit cards; Perform general administrative duties including filing, scanning, and archiving
Seniority
Individual Contributor