Job Description
Administrator/Receptionist
for financial services practice
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TLK Partners is a vibrant multidisciplinary firm consisting of Chartered Accountants and Financial Planners. The firm provides a stimulating and rewarding work workplace. Our business is committed to providing superior accounting, financial planning, finance and taxation services to a wide range of business and individual clients.
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You will be well supported by a firm located in pleasant surroundings conducive to a happy and productive workplace. You will be working in a flexible and professional environment. We insist upon a fun-loving culture and we celebrate our successes.
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This is a diverse role where you will be dealing directly with clients, accountants, financial planners and mortgage brokers. You will be exposed to a wide variety of wealth creation/tax minimisation strategies and will act as a primary point of liaison with our clients.
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This position would suit an all-rounder who is happy to take on an interesting mix of responsibilities, with the view to progress into a management role overseeing the administration team.
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Tasks & responsibilities
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Greet clients and visitors with a warm and professional manner.
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Manage phone calls, emails, and correspondence efficiently.
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Schedule and coordinate appointments, meetings, and events.
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Maintain a tidy and organised reception area.
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Assist with administrative tasks, including data entry, and document preparation.
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Support senior management with various tasks as needed.
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Handle confidential information with discretion and professionalism
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Liaising with the ATO
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ASIC Administration
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Flexible to assist with a range of administration tasks as needs arise.
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To be considered for this role you should possess:
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Critical thinking and decision-making
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Minimum 2 years experience in a similar role in an accounting practice
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Excellent communication and interpersonal skills.
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Strong organisational and time management abilities.
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Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
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Ability to multitask and prioritise tasks effectively.
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High level of attention to detail and accuracy.
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Professional appearance and attitude.
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We will provide:
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Opportunities for career progression
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Friendly environment where everyone feels part of the team
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Good work/life balance
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Salary package based on experience
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Paid staff outings
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📌 Administrator/Receptionist For Financial Services Practice (Sydney)
🏢 TLK Partners Chartered Accountants
📍 Sydney