Executive Assistant

About SW Accountants & Advisors

SW Accountants & Advisors (SW) is Australia’s best kept accounting secret. We are a leading advisory and accounting firm with a 90-year history in Australia. Operating in Melbourne, Sydney, Brisbane, and Perth, we have over 45 Partners and 400 staff and nationally. SW provide a full range of audit, business advisory, corporate finance, tax, private clients, and wealth management solutions. We are proud to be ranked as the 22nd largest firm by revenue in the 2024 AFR Top 100 Accounting Firms and the 9th largest national practice in Australia.

Own it, Love your work, Share the load, Embrace the ride, Open doors. Our values are at the very heart of our firm and guide the way we interact within our firm’s teams, with our clients, and the way we interact and engage with you.

About the role

We are seeking an experienced Personal Assistant to join our highly accomplished Business and Private Client Advisory division, which supports a range of small, medium and large private businesses and family groups, along with some not-for-profit and foreign owned businesses. We offer a wide range of services including accounting and tax compliance, business and tax advisory, structuring, superannuation, wealth management and transactional services.

Key Responsibilities:

Act as a key contact for allocated Partners and ManagersManage Partners diaries, including room bookings and scheduling internal and external meetingsOrganise travel and accommodation for Partners and staff for all client, conference and business mattersOrganise Partners client lunches, divisional lunches and internal business eventsDraft and finalise invoices for clientsManage Partner and Manager’s Work in Progress and action invoices that need draftingMaintain, update and draft company secretarial documents, ASIC forms, minutes and resolutionsAttend to ATO registrations and lodgements when requiredPreparation of Client Engagement lettersCollation of client Financial Statements, Income Tax Returns, Audit and other reportsLiaise with clients and stakeholders, screen calls, make appointments, and redirect Partner callsDraft, format and finalise correspondence and reportsReview and edit complex documents including spreadsheets and PowerPoint presentationsComplete end of month and progressive billing in AXSettle monthly credit card statement expenses reconciliationSetup new client filesManage Partner contacts (AX, Excel, Outlook)Copy typing for Partners, including minutes and meeting notesDistribute Partner mail and daily newspapersComplete attendance and agenda distribution and minute taking for meetingsMaintain Partner and Manager’s client filing and archivingManage stationary orders and office maintenance requestsCoordinate new starter desk and stationery set up within the Division for all new employeesAssist with updating the intranet with Division profiles and updating linksAssist with administrative duties for the DivisionAd hoc cover for other Divisional support staff and back up support to Reception as neededUpdate layout and format of proposals and presentation documents within brand guidelines

Key Skills and Experience:

Prior experience in a professional services environmentAccurate typing skills at 60+ words per minuteStrong computer literacy including Microsoft Word, PowerPoint, Excel, OutlookConfident in communicating and writing skills with strong attention to detailWillingness to learn new skillsBeing proactive and willing to address problems and make recommendations for solutionsGood organisational and time management skillsAbility to work under pressure and to meet deadlinesProfessional presentationStrong client focus and understanding of client needsExcellent interpersonal skills and ability to deal effectively with a wide range of personalitiesAbility to think quickly on their feet

Best Kept Secrets of SW:

Progressive firm, with excellent career opportunities2 additional AL days per year18 weeks paid parental leave for primary carers and 3 weeks for non-primaryPaid volunteer leaveRefer to client and refer a friend bonus schemeEmployee Assistance Program and Wellness perksAssistance with home office setupRegular social activitiesTailored Learning and Development ProgramPaid Course/study leave1 paid professional membership per yearWeekly lunch provided

Apply today

Create your own individual story and become a part of ours. If this sounds like the opportunity for you, click ‘Apply now’.