M Group are a busy, well established business hub who provides an extended range of specialised services from personalised taxation and business advise to legal, financial planning, loans & finance, agri-business and marketing services.
We understand the importance of offering reliable, superior service to all our clients.
We offer a diverse, inclusive and flexible working environment where you are nurtured and mentored alongside our senior team members to help you achieve your best while maintaining mutual respect and support for all.
Our team is over 200 strong, so the opportunity to learn from the many team members in our six divisions is beneficial to your career.
Our Ballarat Accounting division require an experienced Client Service Manager/Personal Assistant who can provide comprehensive administrative, organisational, and personal support to our Accounting Director within our corporate business, .
The specific duties and responsibilities can vary depending on the context and the needs of the Director.
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 effective 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!
To apply for this role, please send a covering letter and resume to
••••@mgroup.partners

📌 Senior Client Service Manager/Personal Assistant (Ballarat)
🏢 M/Group
📍 Ballarat