• Great opportunity for a proactive, experienced Personal assistant to provide professional support to management within a financial services organisation
• 9-month fixed term contract with potential to extend
• Sydney CBD location offering hybrid flexibility

OUR COMPANY

Founded in 1998 by John Williams, Lumina recognised the gap in the market and began offering specialist outsourced financial management services. For more than 25 years, Lumina has been the finance team of choice for financial services organisations, public and private enterprise, family offices and foreign owned subsidiaries in Australia. With a talented team of over 50 astute and qualified accountants, bookkeepers and support staff fully based in Australia, we operate within a highly secure control environment, using the latest in technology to deliver seamless six-star service with agility and precision.

Lumina offers a unique opportunity to work in a leading accountancy firm providing outsourced finance services based in the Sydney CBD.

THE OPPORTUNITY

We are seeking a professional, proactive Personal Assistant to join our business. This is a role for someone who is eager to apply their existing skill set by supporting management with a wide range of administrative support duties. By providing on-going administrative support to the partner and wider team, you will be a highly valued member of the business.

Reporting to the Partner of Lumina the Personal Assistant plays a vital role within the business, also providing professional support to the Head of finance, outsourcing directors and technical teams with a range of administrative and professional services to Lumina clients.

Key responsibilities:

• Assisting the partner with all diary management, ensuring the use of priotisiation, organisation and strong proactiveness.
• Ensure all meetings, appointments and travel arrangements are scheduled efficiently and accurately.
• Scheduling and monitoring the partners weekly, monthly and quarterly check in’s, cross referencing with the team’s tracker to provide visibility.
• Assistance and support to the outsourcing team, supporting with the scheduling of annual performance reviews.

Financial

• Assisting with all aspects of billing and client debtor management.
• Assisting team members to enable good budget performance and Identify cost savings where appropriate.
• Assistance with drafting and lodgement of tax documents to the ATO and the ASIC.
• Compiling of company statements, drafting of solvency resolutions, finalising for review and client signatures.
• Compilation of income tax returns for client signatures when required.

HR related tasks

• Organising and scheduling of necessary training courses across the wider team, ensuring all training sessions are accounted for and informed of.
• Maintenance of Partner leave calendar ensuring all is communicated with necessary management.
• Request client employee background checks when required.

Client relationship

• Maintaining clear, professional and respectful communications with clients.
• Ensuring full confidentiality throughout all transactions within this role.

Personal

• Ability work within a high volume and fast paced environment, managing conflicting schedules.
• Delivery of a high standard of work within specified deadlines, and management of competing deadlines.
• Develop strong working relationships with team members; based on integrity and professionalism.
• Always maintaining high professional standards of behaviour, enthusiasm, flexibility and resourcefulness.
• Excellent written and verbal communication skills.
• Timely identification of potential issues.
• Ability to utilise office systems and resources to complete tasks efficiently.

Lumina values

• Excellence in everything
• Integrity is our value
• Luminary in finance
• Great vibes
• Respect for all
• Professional excellence

WHAT YOU NEED TO SUCCEED

• Demonstrated commitment to professionalism, integrity and open communication.
• Intuition to deliver work on time and to a consistently high standard.
• Ability to perform as an effective member of a team.
• Contribute to maintenance of excellent client relations: generate positive client feedback and zero negative feedback.
• Strong interpersonal skills, bubbly and enthusiastic

YOUR EXPERIENCE

• Strong experience in a Personal Assistant role supporting at Partner level.
• Strong skill set with all Microsoft suit- Excel, word, PowerPoint.
• Exposure to financial services industry is preferred but not required.

HOW TO JOIN US

You may apply using your LinkedIn profile, however, we would love to know more. Therefore, we welcome the inclusion of a CV and/or attached a cover letter. For further information, please contact our Internal talent acquisition Chloe at [email protected]

No Agencies.

We’re Civica and we make software that helps deliver critical services for citizens all around the world. From local to state government, to education, to health and care, over 5,000 public bodies across the globe use our software to help provide critical services to over 100 million citizens.  

Our aspiration is to be a GovTech champion everywhere we work around the globe, supporting the needs of citizens and those that serve them every day. Building on 21 years of continuous growth and success, we're at a pivotal point on our journey to realise that aspiration.  

As a company, we’re passionate about what we do and the citizens we help to serve. If you too would like to help champion the use of technology in public services, to improve outcomes for citizens and public sector organisations, then Civica is the right place for you. We will help you unlock the best version of yourself, achieve growth in your career whilst making a real difference to people and communities. 

Why you will love this opportunity as Services Consulting Manager at Civica

As a Consulting Manager, you will play a pivotal role in overseeing client engagements, where you will not only manage project teams but also cultivate strong relationships with our clients, ensuring that their needs and expectations are met with the utmost professionalism.

Your primary responsibility will be to guarantee the successful delivery of our consulting services, which entails developing comprehensive strategies, coordinating resources, and adhering to timelines.

In this role, you will not only have the chance to shine through your exceptional strategic thinking skills, but you will also be empowered to uncover and pinpoint various growth opportunities that lie within our organization. Your ability to foresee potential challenges will be crucial in navigating the dynamic landscape we operate in. Moreover, as you analyze these opportunities and challenges, you will be responsible for crafting and implementing innovative solutions that not only address immediate needs but also pave the way for sustainable long-term success. This is an exciting opportunity to make a significant impact by leveraging your expertise and creativity.

Furthermore, you will exhibit outstanding project management skills, encompassing effective communication, risk management, and team collaboration, all of which are crucial for the successful attainment of project objectives.

This is a full-time position that may occasionally require travel to meet with clients at their locations.

Keen to find out more about our Local Government products? Follow the link to find out more about what you'll be working on - Local Government Services and Software | Civica 

What you will do to be successful in this role 

• Serve as the primary contact for clients during their entire journey. Develop and maintain strong relationships with clients, understanding their distinct business requirements and obstacles. Guarantee a high degree of client contentment while adeptly handling their expectations

• Direct consulting projects from start to finish, ensuring alignment with established objectives. Collaborate with the PMO to formulate project plans, define scope, and allocate necessary resources. Guide and oversee consultants, facilitating performance reviews and providing support and advice. In partnership with the PMO, monitor project progress, identify potential risks, and execute suitable risk mitigation strategies

• Perform comprehensive analysis and assessments of client operations and processes. Develop and deliver strategic recommendations customized to meet client requirements. Assist clients with the implementation and execution of strategic plans

• Foster a culture of collaboration and excellence among team members. Provide coaching and opportunities for professional advancement to team members. Perform performance evaluations and provide constructive feedback
• Proven expertise in project management, highlighted by an exceptional history of expertly guiding complex projects to success
• A solid command of the Microsoft Office Suite, paired with hands-on experience using project management tools
• Having relevant industry certifications such as PMP or Six Sigma will give you an edge in this role!
• Adaptable and skilled at juggling various priorities in a dynamic, fast-paced environment

Why you'll love working with us

We know that when our people are happy, they will work better and have greater work satisfaction. Here's what you can expect:

We're all different - and we love this about us.

We provide an inclusive, safe, and welcoming environment to all Civicans - there are heaps of opportunities to enable you to grow and be your best.

Giving culture - we encourage you to "give back" with benefits such as our Days of Difference leave where you can volunteer for a charity of your choice.

Flexible Work - Flexible work – we have the technology and tools to support you to work from home and come into our offices now and then to catch up and socialise with colleagues.

Apply for this job - Become part of something special Do you see yourself in this role? If so, then we would love to hear from you.

We are an equal opportunity employer. We do not discriminate based on race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. In fact, we strongly believe that diversity of experience contributes to a broader collective perspective that will consistently lead to a better company and better outcomes. We are working hard to increase the diversity of our team wherever we can, and we actively encourage everyone to consider becoming a part of it. We are especially keen to receive applications from Aboriginal and Torres Strait Islander peoples of Australia.