Personal Assistant at BDO in Australia

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

01 Jan, 26

Salary

0.0

Posted On

03 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Calendar Management, Email Management, Meeting Preparation, Travel Arrangements, Client Work Preparation, Expense Management, Data Management, Document Formatting, Client Liaison, Proactive Problem Solving, Communication Skills, Relationship Building, Time Management, Confidentiality, Microsoft Office Proficiency

Industry

Accounting

Description

About BDO At BDO Australia, our why is ‘empowering people, realising possibilities’. One way we bring this to life is by hiring and developing exceptional talent, to deliver on our wide array of audit, tax and advisory services. About the Role The role of the Experienced Personal Assistant is to work closely with Partners and senior management to provide effective and efficient administrative support. Duties and Responsibilities: The responsibilities of the role will be dynamic by nature and may include some or all of the following duties: Assist Partners with their calendar maintenance and the scheduling of internal and external appointments; Screen telephone calls, enquiries and requests; Assist Partners with their email management and filing; Prepare for internal/external meetings by setting up meeting rooms with the required equipment, providing refreshments where necessary, note taking, ensuring Partner/s are well prepared and assist with follow up action items; Assist Partners with interstate and international travel and accommodation arrangements; Prepare and assist with various client work as required, including the preparation of proposal and tender documents, updating spreadsheets, preparation of cheques for clients and maintenance of working papers; Finalise corporate VISA card statements on a monthly basis, including managing receipts and expense disbursements; Finalise Partner timesheets on a weekly basis; Maintain office systems, including data management in APS, filing of all client correspondence, setting up of new clients and client risk processes, including the preparation of new client forms & CIC checks; Process independence checks through the firms independence management system; Update and maintain all marketing attributes for tax including tagging clients for events, seminars, publications, producing reports and executing marketing campaigns and bulk mail outs; Create PowerPoint presentations for partners and tax staff members; Coordinate and assist with monthly billing for tax; Assisting with setting up projects in the APS workpaper management system Collating: print pack collation, cover letters and obtain partner sign offs; Manage the billing process, including preparing all associated reports and obtaining Manager/ Partner sign off; Liaise with clients, suppliers and other staff where necessary; Format documents/financial accounts; and Other general administration duties as required. Skills/Attributes Required: Is able to make decisions at the appropriate level, and uses judgement to address issues. Is able to manage work autonomously to the relevant level, and is proactive in seeking out answers or further advice where required. Adopts a professional and confidential approach. Has a strong client service ethic and goes the ‘extra mile’ to commit to excellence, sets and achieves high standards. Is able to prepare own work plan and prioritise effectively, prioritising the important as well as the urgent. Is able to identify high priority problems or issues, and demonstrates a sense of urgency in addressing them. Creates rapport to build constructive relationships in both formal and informal contexts. Adapts to changing workloads, deadlines and developments and maintains composure; helping others to do the same. Communicates clearly, concisely and accurately in all verbal and written communications, using appropriate business language. Establishes rapport with colleagues, internal and external contacts to achieve an outcome. Qualifications and experience required: Demonstrated experience in a similar role Experience with Software programs required: Proficient to advanced knowledge of Microsoft Office suite. Why BDO? Working for BDO you will be part of a growing and market leading professional services firm. Our national and global footprint provides our people with opportunities to work on interesting client engagements, across diverse industry sectors and services. Our open and collaborative culture ensures access to Partners and professional mentors, to guide and accelerate your professional career, across a wide array of career pathways. We provide our people with various health and wellbeing, social, financial, and professional development benefits to help realise what’s possible. Participate in fitness challenges or take advantage of exclusive discounts to corporate health insurance, gym memberships and wellness facilities via our BWell program. Access benefits such as travel perks, retail discounts, free breakfast, employee referral rewards, study, and professional development support. Our leave options cater to the unique needs of our people; and include enhanced family support, cultural and religious leave, and options to purchase additional leave. You can also give back and get involved in community initiatives via our BCaring program. With a strong focus on learning and growth, we provide on the job training and formal development programs to help you succeed in your role and develop your skills and experience. Our culture is underpinned by our core values (One, Bold, Human, Heart and Strive). We are proud to be recognised as an Inclusive Employer by the Diversity Council of Australia and an Employer of Choice by the Workplace Gender Equality Agency (WGEA). At BDO Australia, our why is “empowering people, realising possibilities”. One way we bring this to life is by hiring and developing exceptional talent, to deliver on our wide array of advisory, assurance, and accounting services. By empowering our PEOPLE, we build TRUST in our market and in each other. We inspire our people to connect, solve, and create IDEAS, realising possibilities which have a lasting impact on our people, our clients, and our communities.

Responsibilities

The Experienced Personal Assistant will provide administrative support to Partners and senior management, including calendar maintenance, meeting preparation, and travel arrangements. The role requires effective communication and the ability to manage multiple tasks efficiently.