Melbourne Mid-Tier Accounting Firm: New Position Updated 21 Feb 2014

simonwang

Update 21 Feb 2014:

We currently have an opportunity for an enthusiastic and dedicated investment focused professional to join our Investment team as an Associate Advisor. As an Associate Advisor, you will work closely with Senior Advisors on a variety of private and institutional clients. You will help the Senior Advisors provide those clients with investment strategy and investment selection advice. You will also coordinate the portfolio reporting and administrative services to those clients.

You will be a high achiever who thrives on working in a highly supportive firm, providing superior client service and utilising rigorous and independent investment research to provide exceptional results for clients. You will have formal qualifications in investment/financial planning with relevant experience including client contact. You will have the ability to prioritise and build rapport with clients and staff alike and work in a team environment.

Applications will be closing COB Wednesday, 26 February 2014. PM me if interested.

猪小麦

How to apply... ?  Any  web link or email address?

simonwang

If interested, please pm me.

simonwang

Just some more info: one of the top 10 accounting firms, office is in the CBD, the position is within Private Client Department, 2 years experience from an accounting firm is a must.

simonwang

I've received emails from some TX here. Thanks for that. As a reminder, this position requires 2 years experience from an accounting firm so some of you may not qualify this role. Experience from industry won't help in this application. However, if you wish, I can hold on your CV and forward to HR when a junior position is available.

simonwang

Update 12 Feb 2014:

Position available for an experienced Personal Assistant to join the Support Services team. This role will provide relief assistant support to the Assistant Group.  

The responsibilities of this role include, but are not limited to:

Assistant Support
-        managing all telephone calls and taking messages
-        diary management
-        typing documentation for Partners and all members of the group
-        booking travel and accommodation
-        organising weekly and annual planners
-        collation of timesheets
-        general administrative duties such as faxing, filing, distributing mail and managing stationery supplies

Billing Support
-        takes ownership and accountability for the integrity of client data
-        displays in-depth understanding, and takes administrative ownership, of billing process both at a Partner and team level

This role will also provide operational support when required within the firm. This could include but not limited to Marketing, Human Resources, Reception, Catering and the Practice Services area.

To be successful in this role, candidates will have experience in a Personal Assistant role preferably within a corporate or professional services environment along with strong MS Office skills and a minimum typing speed of 60 wpm. In addition, a high level of accuracy when completing work, the ability to build rapport with clients and staff quickly and a flexible approach to work is required in this role. Successful candidates will have excellent written and verbal communication skills and the desire to move between roles rather than stay in one position.

Applications will be closing Friday, 21 February 2014. PM me if interested.

simonwang

Update 21 Feb 2014:

We currently have an opportunity for an enthusiastic and dedicated investment focused professional to join our Investment team as an Associate Advisor. As an Associate Advisor, you will work closely with Senior Advisors on a variety of private and institutional clients. You will help the Senior Advisors provide those clients with investment strategy and investment selection advice. You will also coordinate the portfolio reporting and administrative services to those clients.

You will be a high achiever who thrives on working in a highly supportive firm, providing superior client service and utilising rigorous and independent investment research to provide exceptional results for clients. You will have formal qualifications in investment/financial planning with relevant experience including client contact. You will have the ability to prioritise and build rapport with clients and staff alike and work in a team environment.

Applications will be closing COB Wednesday, 26 February 2014. PM me if interested.

Brucehome

Only Melbourne? any Sydney branch?

simonwang

Will post if I am aware of.

yingying.li001

SelinaL

simonwang 发表于 2014-2-21 11:40
Update 21 Feb 2014:

We currently have an opportunity for an enthusiastic and dedicated investment f ...

Hi Simon, are you still recruiting for this Associate Advisor position? I have 2.5 years of CPA firm experience.

sweetlemon