• 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.

Join our compassionate care team at Respect Mt St Vincent, as an experienced Personal Care Assistant, this is a permanent part time position working 48 hours pert fortnight for night duty.

The Organisation: As a proud not for profit organisation since 1922, Respect Aged Care serves older residents through our high standard of care and community. Our focus is on giving back to older adults by fostering communities of belonging. Headquartered on the northwest coast of Tasmania, our philosophy is: Everyone deserves the right to a life well-lived, with dignity and respect. Our organisation is constantly growing, with many homes and thousands of residents and employees across Victoria, New south Wales and Tasmania. Respect also has home care services in multiple states, and more than 700 units in different retirement villages and independent living communities.

The Position: The Personal Care Assistant is responsible for providing competent personal care, support and assistance to all residents under the direction and guidance of the senior clinical team.

Key Duties:

• Provide personal care to assist residents to maintain independence and dignity with respect to activities of daily living and lifestyle.
• Attend to meal delivery and refreshments as required.
• Record observations on relevant assessment charts and documents any observed exceptions to the care plan in the progress notes; and reports such to the EN/RN.
• Check residents daily menu requirements.
• Attend to duties as allocated and or delegated by the RN/EN, including general ward duties

Essential:

• Current National Police Certificate (or ability to acquire).
• Relevant Certificate III Qualification.
• Demonstrated verbal and written communication skills.
• Experience in residential aged care.
• Must be available for night shift

To be considered for employment with Respect, each candidate must satisfy the legislative requirements of Aged Care Worker Screening to ensure suitability to work in the aged care industry.

• Meaningful work in a purpose-driven organisation.
• A healthy and positive workplace culture.
• Learning, development, and growth opportunities.
• Pay incentives, including not-for-profit salary packaging.
  

We currently have an exciting Full Time opportunity for National Account Manager - Personal Injury. The purpose of this role is manage and grow new and existing Personal Injury customers to enable you to achieve budgeted revenue and referral numbers per customer. 

This role can be based from either Sydney or Melbourne, to best service our key customers.

You will coordinate account management processes and operations to ensure customer satisfaction, retention and high-quality service experience with the aim to pursue new business opportunities and manage customer relationships whilst adhering to our individual customer account service level expectations.

Account Management

• Make contact at a minimum of monthly to review current cases and to explore (as relevant) Business Development opportunities.
• Visit with customer at a minimum of quarterly to review cases in person and explore (as relevant) Business Development opportunities.
• Manage all customer feedback and ensure that IPAR’s customer feedback processes are implemented
• Record all discussions, meetings, emails relevant to customer relationship in Case Manager.
• Business Development duties and responsibilities across new and existing customers.
• Develop a specific page on the intranet, on which all resources relating to that customer will be loaded. Ensure that all relevant resources to service the customer are regularly updated as changes occur. 

Quality

• Perform all work in accordance with the HWCA National Consistency Framework and regulatory requirements.
• Demonstrate commitment to the Quality Management System (QMS) by performing all tasks in accordance with IPAR’s QMS and actively supporting all IPAR employees to do this.
• Regularly review risks (internal and external) including legislative changes, to support business planning and response
• Actively identify opportunities for continuous improvement, and encourage and foster this focus organisation-wide.