We are a small, friendly, easy-going and dynamic team at Satori Wealth, a boutique accounting and financial planning firm in Osborne Park, dedicated to providing expert advice and support to our clients.
We have a modern office that overlooks the beautiful Herdsman Lake and is close to public transport.
We take immense pride in building and sustaining long-standing relationships with our clients, while offering tailored advice around superannuation, retirement planning, risk management, accounting and taxation.
Who are we looking for?
We are looking for a highly organised and detail-oriented Administration Assistant to join our close-knit team.
The position is between 22 to 25 hours per week and we are open to discussion around your preferred working days and hours.
The ideal candidate has previous experience in an accounting or financial planning firm and will play a crucial role in supporting the smooth operation of our office by efficiently handling administrative tasks across both departments.
We’re looking for someone with strong and articulate communication and the ability to work extremely well autonomously.
Your responsibilities would include
- Providing administrative support to the office, including answering phone calls, responding to emails, and managing correspondence.
- Assisting with client inquiries and appointment scheduling, ensuring a high level of professionalism and customer service.
- Maintaining and organise our client database and corporate volumes accurately.
- Assisting with billing and debtors collection, as well as ordering office supplies.
- Collaborating with the whole team to ensure the timely completion of tasks and projects.
How can you stand out?
- We'd like you to have fun while at work and enjoy having a chat, a cup of tea/coffee and a biccy; as well an occasional long lunch on a Friday afternoon!
- Previous experience in an administrative role, preferably in an accounting or financial planning environment.
- Proficiency in Microsoft Office suite (Word, Excel, Outlook) and familiarity with Xero accounting software would be advantagous.
- Excellent organisational skills with the ability to prioritise tasks and manage time effectively.
- Strong attention to detail and accuracy in data entry and record-keeping.
- Excellent communication and interpersonal skills, with a warm and friendly demeanour.
- Ability to work both independently and collaboratively.
- A proactive and positive attitude with a willingness to learn.
What can we offer?
- A solid emphasis on a healthy work-life balance – we work to live, not live to work!
- Competitive remuneration based on your past experience.
- Opportunities for professional development and advancement within the firm.
- A supportive and inclusive work environment in a small but mighty team.
How can I be considered?
If you are interested in joining our team, we want to hear from you! Please submit your resume and cover letter detailing why you would be a great fit for this position to our firm's director, Shayne Pye, at *@satoriwealth.com.au
Satori Wealth is an equal opportunity employer and welcomes applications from individuals of all backgrounds. We thank all applicants for their interest, but only those selected for an interview will be contacted.