Brisbane CBD Location & close to public transport

Boutique Firm with expanding client base

Our Firm

VISIS Private Wealth has a proud 25‑year history of providing tailored, holistic financial and accounting advice to high‑net‑worth clients. The business is highly regarded for the quality of its advice, depth of experience, and long‑standing commitment to client outcomes.

Our Role

We are seeking an administrative assistant to join our team to work closely with the Principal Accountant and Operation Co‑Ordinator where you will play a key role in supporting the accounting team and ensuring excellent client service.

Your responsibilities will include:

- Provide general administrative support to the manager, team members, clients, and external contacts.
- Manage incoming emails, phone calls, enquiries, and correspondence, including responding, forwarding, or escalating as required.
- Prepare, format, update, and maintain documents, reports, spreadsheets, templates, and records.
- Schedule internal and external meetings, appointments and training
- Maintain Xero, SF360, CAS360, ATO and ASIC to ensure information is accurate and easy to locate.
- Organising and maintaining clients hard copy folders.
- Assist with client communication, including gathering information, sending updates, and following up on outstanding items.
- Send out client invoices and following up outstanding payments
- Printing and scanning documents for the accounting team
- Assist with onboarding and offboarding clients




- Completing transfers for clients on Macquarie
- Assisting with internal forms, staff requests, or other administration processes as needed.
- Support ad hoc tasks and urgent priorities to help the team operate efficiently.
- Assist with SMSF queries and coordinating with VPW team.
- Managing ASIC annual review invoices and sending correspondence to clients
- Sending out SMSF returns via Adobe Sign
- Establishment of new entities including applications, printing and complying the documents, setting up in Xero and BGL and coordinating with VPW

Key Attributes

The ideal candidate must have:

- Intermediate knowledge of Microsoft Office, specifically Word and Excel.
- Familiarity with Xero software is a plus.
- Strong organisational and multitasking skills.
- Excellent communication skills, both verbal and written.
- Ability to work independently and as part of a team.
- Experience as an administrative assistant within a wealth management/accounting or professional services environment will be highly regarded.

We give to you

- Opportunities for qualified growth and career progression.
- A Friendly and supportive work environment.

We thank all applicants for their interest however, only those selected for an interview will be contacted.

Be careful - Don’t provide your bank or credit card details when applying for jobs. Don't transfer any money or complete suspicious online surveys. If you see something suspicious, report this job ad .

#J-18808-Ljbffr

📌 Administrative Assistant (Brisbane City)
🏢 VISIS Private Wealth
📍 Brisbane City