Business Associate Financial Planning & Accounting Administration (Mount Gravatt)

Business Associate Financial Planning & Accounting Administration (Mount Gravatt)

02 Aug
|
J & G Recruitment
|
Mount Gravatt

02 Aug

J & G Recruitment

Mount Gravatt

Excellent career opportunity, for front of house, administrator/receptionist/EA

- Greet all visitors with a warm smile and acknowledge them as they arrive— even while on the phone.
- Confirm visitor identity and purpose, notify the relevant employee promptly.
- Offer and serve refreshments according to the reception manual procedures.
- Ensure every visitor feels welcomed, engaged, and at home in our office workplace.
- Maintain a professional and engaging presence at the front desk that reflects the organisation brand image.

Phone & Communication Management

- Answer all incoming calls within 3 rings with a professional and friendly tone.
- Inform callers of staff availability and set realistic expectations in line external communication standards.
- Accurately record and immediately forward all messages.
- Ensure all callers feel valued and supported during every interaction.
- Complete outbound client calls as required and accurately record outcomes in relevant systems.
- Booking Accounting & Wealth Management appointments, travel and transport.
- Diary and Site allocations for executive charges.

Office Administration & Maintenance

- Maintain a clean, presentable kitchen area, fully stocked and ready for use.
- Order and manage office stationery to ensure supplies are always available.
- Monitor office costs and identify opportunities for savings.
- Promptly coordinate office maintenance to ensure seamless operations.




- Support general office upkeep, ensuring the workspace consistently reflects the professional organisation image.

Petty Cash & Purchasing

- Ensure petty cash is maintained at appropriate levels and accessible when needed.
- Obtain management approval before processing staff requests.
- Collect and properly store receipts for accurate accounting records.
- Ensure all petty cash use is appropriate and well-documented.

Data Entry & System Maintenance

- Accurately input and update client data in XPlan and ITS systems.
- Record call outcomes and client interactions accurately in appropriate software.

General Support & Team Collaboration

- Complete additional administrative or operational tasks as requested by the management team to support the smooth running of the office.
- Offer written suggestions to management for process and tool improvements.
- Ensure tasks are completed within assigned timeframes, with attention to detail and a proactive approach.

Full training provided - + professional development.

Job Types: Full-time, Permanent

Work Authorisation:

- Australia (Required)

Work Location: In person - Salary negotiable dependent of experience.

Pay: $55,000.00 – $85,000.00 per year

Experience:

- Desktop administration: 1 year (Required)

Language:

- English (Required)

Work Authorisation:

- Australia (Required)

Work Location: In person

📌 Business Associate Financial Planning & Accounting Administration (Mount Gravatt)
🏢 J & G Recruitment
📍 Mount Gravatt

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