Team Assistant

Vinhive; Brisbane; Presencial; AUD 60.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

VinDay

Monthly 1:1s

Study memberships

Values Awards Gala

Wellbeing events

Descripción de la vacante

Vincents in Brisbane is seeking a meticulous Team Assistant to join our Business Advisory and Tax Advisory teams. You will support Partners/Directors, Managers and Accountants, ensuring smooth delivery of client service in a fast-paced environment.

You will handle client files, CRM data, prepared documentation, and liaise with clients and ATO as needed, while mentoring junior admin staff and developing templates to improve processes.

Formación

• Experience in an administration role within accounting, tax, financial advisory or professional services.
• Exceptional organisational and time management skills.
• Strong written and verbal communication abilities.
• Discretion and confidentiality are essential.

Responsabilidades

• Provide high-level administrative support to Partners/Directors, Managers and Accountants.
• Manage client files and CRM data, ensuring accuracy.
• Prepare client correspondence, reports and documents.
• Assist with preparation and lodgement of financial statements and tax returns.
• Support onboarding and cross-team cover during peak periods.
• Develop templates and internal communications.
• Provide reception and front-of-house support when required.

Conocimientos

Admin experience

Microsoft 365

Communication skills

Detail-oriented

Team collaboration

Herramientas

APS

CAS

CRM platforms

DocuSign

ATOmate

ASIC Portal

ABR Portal

ATO Portal

Class (Superannuation)

Descripción del empleo

Grow with us. Shape what's next. At Vincents, we're not your typical professional services firm. We're a team of curious, collaborative professionals who want to use our expertise to make a real difference - for our clients, our colleagues, and our communities. With deep capability across Forensic, Tax, and Advisory, we help businesses navigate complexity, make smart decisions, and thrive

Description

We're looking for an experienced Team Assistantto join our Business Advisory and Tax Advisory teams. This is an exciting opportunity for someone who enjoys variety, takes pride in delivering exceptional client service, and thrives in a fast-paced professional environment.

Why this role matters

As a Team Assistant, you'll play an integral role in supporting our Partners/Directors, Managers and Accountants, helping ensure the smooth delivery of high-quality client service. No two days will be the same. You'll work closely with both internal teams and clients, keeping operations running efficiently while building strong relationships across the business.

Skills And Experiences

What you'll be doing

• Providing high-level administrative support to Partners/Directors, Managers and Accountants.
• Managing client files and maintaining accurate client information within CRM systems.
• Preparing client correspondence, reports, proposals and other professional documentation.
• Assisting with the preparation and lodgement of financial statements, tax returns and activity statements.
• Preparing and finalising client fee documentation.
• Liaising with the Australian Taxation Office (ATO) regarding client matters.
• Supporting the client lifecycle through administration activities.
• Assisting our Client Onboarding and Entity & Corporate Secretarial teams during peak periods and leave coverage.
• Maintaining CRM workflows and ensuring client data remains accurate and up to date.
• Developing templates, presentations and internal communication materials.
• Providing reception and Front of House support when required.
• Guiding and mentoring junior Administration Assistants on business processes and best practice.

About you

You'll be an organised and proactive administrator who enjoys working collaboratively and takes pride in delivering exceptional service. You have outstanding attention to detail, enjoy building relationships and can confidently manage competing priorities.

You'll also bring:

• Previous experience in an administration role within an accounting, tax, financial advisory or professional services environment.
• Exceptional organisational and time management skills.
• Strong written and verbal communication skills.
• A high level of professionalism, discretion and confidentiality.
• Excellent attention to detail and commitment to accuracy.
• Advanced Microsoft 365 skills, including Word, Excel, PowerPoint, Teams and SharePoint.
• Experience using APS, CAS, CRM platforms, DocuSign, ATOmate, ASIC Portal, ABR Portal, ATO Portal or Class (Superannuation) will be highly regarded.
• A passion for continuous learning and improving processes.

The Vincents Experience

We believe people do their best work when they're supported, challenged, and inspired. That's why we've built a culture where you can grow - and stay.

Here’s what you can expect:

• VinDay - an extra day of leave to spend however you like
• Monthly 1:1s to guide your growth and development
• Generous support for study memberships, qualifications, and ongoing professional development
• Competitive employee and client referral incentives
• A culture that truly celebrates success - from peer recognition to our annual Values Awards Gala
• An active calendar of social, inclusion, and wellbeing events that bring our people together

Don't meet every requirement? We value potential and commitment to continuous improvement over perfect credentials