Want to Join a Fast Growing Exciting Accounting & Finance Business?
Administrator Extraordinaire!
Marrickville, Sydney NSW
Small Chartered Accounting & Mortgage Broking Practice (Accounting/Finance)
Full time or a 4 day week
$70,000 – $85,000 per year pro rata
These days there is so much administrative work for accounting and finance firms so we need a mature and organised admin guru to help us stay organised.
You will be involved in the exciting world of finance and accounting (yes haha) where the duties will include:
- creating new clients in the firm’s practice management software
- sending credit and privacy forms to prospective loan clients
- updating the ATO portal with client information
- verifying clients IDs and TFNs
- sending engagement letters
- checking client’s loan documents
- advising clients on the progress of their home loan applications
- Lodging forms with ASIC
- And the list goes on but you get the idea right
If 5 days per week doesn’t suit you we can work with you to arrange any combination of days equivalent to a 4 day week. For this role we will make it suit the right person that has the experience and capability required for our data sensitive work environment.
Tax Agent – Casual
Brilliant Mortgage Broker Assistant!
Are you a highly organised, detail-oriented individual with a knack for administration and a passion for helping people achieve their homeownership dreams? We’re a dynamic and growing mortgage brokerage looking for a talented Mortgage Broker Assistant to join our busy team.
In this crucial role, you’ll be the backbone of our operation, providing invaluable support to our mortgage brokers and ensuring a smooth, efficient process for our clients. If you thrive in a fast-paced environment, possess excellent communication skills, and have a proactive attitude, we want to hear from you!
What You’ll Do:
- Client Communication: Be the first point of contact for clients, answering inquiries, scheduling appointments, and providing updates throughout the loan process.
- Application Preparation: Assist in gathering necessary documentation, preparing loan applications, and ensuring all information is accurate and complete.
- Liaison & Follow-up: Coordinate with lenders, solicitors, real estate agents, and other third parties to keep the process moving forward.
- Database Management: Maintain accurate client records and loan progress in our CRM system.
- Administrative Support: Handle general administrative tasks, including managing emails, organising files, and preparing correspondence.
- Compliance Assistance: Help ensure all processes adhere to regulatory requirements and internal policies.
What You’ll Bring:
- Experience: Previous experience in an administrative support role, ideally within the finance, banking, or real estate industry. Experience as a mortgage broker assistant is a significant plus!
- Organisation: Exceptional organisational skills with a strong ability to multitask and manage priorities effectively.
- Attention to Detail: Meticulous attention to detail to ensure accuracy in all documentation and communication.
- Communication Skills: Excellent verbal and written communication skills, with a professional and friendly phone manner.
- Tech Savvy: Proficient in Microsoft Office Suite (Word, Excel, Outlook) and comfortable learning new software quickly. Experience with CRM systems is an advantage.
- Proactive Attitude: A self-starter who can anticipate needs and take initiative to improve processes.
- Client Focus: A genuine desire to provide outstanding service and support to clients.
Why Join Our Team?
We offer a supportive and collaborative work environment where your contributions are valued. You’ll have the opportunity to grow your skills, learn from experienced professionals, and play a vital role in helping our clients achieve their financial goals. We provide competitive remuneration and opportunities for professional development.
Ready to Make an Impact?
If you’re ready to take on a challenging yet rewarding role and become an integral part of a successful mortgage brokerage, we encourage you to apply!
Please submit your resume and a cover letter outlining your relevant experience and why you’re the perfect fit for this role to team@myloanbroker.au.
Industry
- Professional Services
Employment Type
Part-time
Bookkeeper Extraordinaire – Part time
Intermediate Accountant CA or CPA – Part time
An exciting opportunity has arisen for an Intermediate Accountant – Tax & Business Services to join our reputable digital Chartered Accounting firm. This is an ideal opportunity for a mature professional to use their existing skills and experience in tax and small business accounting but within a flexible working environment where it’s not about the hours you put in but the results you achieve.
The work at the firm is varied and challenging, with clients’ needs ranging from Tax Compliance, Structuring, SMSF, Business Advisory to finance and accounting support for our large client base of property investors and short-term rental operators.
We are a Xero Silver Partner and Xero XPM practice so will use Xero and XPM on a daily basis and all tax returns are generated in Xero Tax. We use BGL for SMSF management.
Our firm has a very heavy property focus with most clients owning investment property and or renting property on short-term platforms like Airbnb and Booking.com so and property experience will be favourably considered.
In any case, this a chance to be mentored by an experienced Chartered Accountant with an interest in seeing your accounting career flourish.
As a small but rapidly growing Digital Practice, this will initially be a hybrid role with most work undertaken from your home and the hours are flexible depending on your availability.
ASIC Corporate Compliance Officer
A role that would suit an experienced and mature administrator supporting our corporate clients ASIC lodgment programme.
- Monitoring Deadlines
- Prepare & Manage ASIC Annual Return Packages and sending for signing and/or payment
- Prepare & Manage ASIC Company Update Documents including paper and electronic lodgment
- Entity Creations (Inc. application of registrations with ATO, Workcover & deed stamping if a trust is involved)
- Client information relating to their responsibilities as a officeholder
- Ensure new client details are accurate and current
- Ensure all lodgment and payment deadlines are managed regularly to avoid fees
- Business Name Registration, transfers and linking
- Client Support – acting as a liaison between clients and ASIC
- Managing Risk & Governance including keeping accurate company registers, maintaining supporting docs for company changes, i.e. resolutions, minutes, consent to act etc.
- Preparing and sending the ASIC lodgment invoices on a monthly basis.
It would be preferable if the candidate has prior experience with ASIC lodgments, but it’s not essential. It’s more important to have good administrative skills and a strong attention to detail.
All documents are now digitally signed by clients and as such must be carefully managed.
If one of these roles appeals to you, please put the role title in the email subject and email your CV to steven@rideraccountants.com.au