- 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.
