HR Team

JOB DESCRIPTION

Financial Administrator

Finding the Right People for the Right Roles

Website KP Financial

KP Financial has over 20 years’ experience providing clients with the specialised knowledge, expertise and personal care they need to grow their financial security and businesses.

We are currently seeking a part time Financial Administrator (4 or 5 days per week with reduced daily hours) to join the team in our newly renovated office located in the CBD.  This is an in-office role close to public transport.

The role of Financial Administrator is an important role for KP Financial as it is responsible for ensuring the office functions smoothly, providing administrative support to the entire office and the provision of accounting services. This role is the first point of contact for clients and others who contact the organisation.

 

Responsibilities:

  • Provide administrative support to the Managing Director, Client Relationship and Business Manager and the wider team as needed
  • Meet and greet clients in a friendly and professional manner.
  • Ensure that incoming calls and enquiries to the organisation are managed politely and in a timely manner, demonstrating excellent customer service.
  • Ensure Access and Class databases are accurate and up to date at all times
  • Efficiently manage administrative tasks, including managing the KP Financial email inbox, diary management, scheduling of regular quarterly investment meetings, stationery orders, electronic filing of documentation and scanning/photocopying, arranging beverages and running errands as requested
  • Maintaining accurate client documentation and managing compliance documents in accordance with our processes.
  • Managing new client onboard process
  • Assist in the timely invoicing of clients and work with the team to assist on timely preparation of BAS, tax returns and any other service for the client
  • Produce all required reports in a timely and accurate manner.
  • Ensure the office is always presented in a professional manner aligned to the high standards of the organisation.

 

About you:

You have experience in a similar role and are looking for an opportunity to build your career in Accounting. You demonstrate excellent written and verbal communication skills and maintain professionalism throughout all forms of communication.

 

You will have:

  • Previous experience in Financial Administration or a similar role
  • Experience in the use of the Microsoft Office Suite of Products
  • Advanced Microsoft excel skills
  • Experience with Xero
  • Experience with Class Software, Now Infinity, Annature and ATO Mate is desirable
  • Tertiary qualifications in accounting will be highly regarded
  • Experience working in an environment with highly confidential information

 

If you are interested in joining the team, please visit our website at www.kpchartered.com.au to understand our values and why our clients continue to choose to work with us.

If this is the role you are looking for, we would love to hear from you.

To apply for this job email your details to jasmine.ward@impacthr.com.au.


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