About Us:
Pitcher Partners Sydney is a Qualified Chartered Accounting firm located in the heart of the CBD. We are leading network of independent firms, working together to enable growth and ambition for our clients and our people.

When you join Pitcher Partners, you’re joining a team with heart. We support each other. We learn together. We’re deliberate about fostering relationships that nourish and empower every individual and we’re excited by what’s possible. We know some of the best new ideas come in the form of curious, talented people we haven’t met yet. Perhaps you’re one of them.

We currently have a vacancy for an enthusiastic and driven Team Assistant to work within our Wealth Management Division.

The Role:
As a result of growth this division has an exceptional opportunity for a Team Assistant to join the team at Pitcher Partners. We boast a close-knit culture with exceptional opportunities for the right person. A great time to join a progressive and professional firm.
Your core duties will include:

- Maintaining and updating client databases (CLM, Xplan)
- Data entry
- Preparing client correspondence from templates
- Pre-populating forms on behalf of clients
- Photocopying, scanning, printing and binding of documents
- Liaising with external parties via phone and email on behalf of clients (e.g. providing term deposit maturity instructions, obtaining account balances etc)
- Checking client cash balances
- Internal and external document deliveries
- Credit card statement reconciliation




- Transfer funds/pay invoices on the client’s behalf to internal and external accounts using bulk transacting (via EFT & BPay)
- Provide ad hoc assistance to the CSO’s

What we are looking for:

- Excellent verbal and written communication skills.
- Excellent time management skills.
- Ability to adapt to different situations.
- Works cooperatively with colleagues.
- Ability to multi-task and prioritise urgent tasks.
- Good communication and interpersonal skills.
- Ability to work directly with senior staff.
- Initiative and ability to work independently.
- Resilient and able to maintain composure when under pressure.
- Strong organisation skills.
- High attention to detail.

At Pitcher Partners we believe success is better shared. That’s why we invest in the future of every person who works with us, and a culture that supports us all.

Join a team with heart: We actively support your health and social connection with a vibrant culture, great flexible working policy, 18 weeks paid parental leave accessible after 12 months, and much more.

Do work with a purpose: We put a lot of energy into developing meaningful relationships with our clients. It results in a level of trust that creates surprising opportunities for our business and your career.

Bring your best ideas: We’re inspired by potential. We know there’s always a better way to do something. So we foster an environment of openness. Great ideas can come from anywhere. It all starts with listening.

If this sounds like you or you know anyone in your network that will be suitable to this role please APPLY NOW or email your cover letter and CV to [email protected]

📌 Team Assistant- Wealth Management (Sydney)
🏢 Leading
📍 Sydney