Personal 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 Managers

Manage Partners diaries, including room bookings and scheduling internal and external meetings

Organise travel and accommodation for Partners and staff for all client, conference and business matters

Organise Partners client lunches, divisional lunches and internal business events

Draft and finalise invoices for clients

Manage Partner and Manager’s Work in Progress and action invoices that need drafting

Maintain, update and draft company secretarial documents, ASIC forms, minutes and resolutions

Attend to ATO registrations and lodgements when required

Preparation of Client Engagement letters

Collation of client Financial Statements, Income Tax Returns, Audit and other reports

Liaise with clients and stakeholders, screen calls, make appointments, and redirect Partner calls

Draft, format and finalise correspondence and reports

Review and edit complex documents including spreadsheets and PowerPoint presentations

Complete end of month and progressive billing in AX

Settle monthly credit card statement expenses reconciliation

Setup new client files

Manage Partner contacts (AX, Excel, Outlook)

Copy typing for Partners, including minutes and meeting notes

Distribute Partner mail and daily newspapers

Complete attendance and agenda distribution and minute taking for meetings

Maintain Partner and Manager’s client filing and archiving

Manage stationary orders and office maintenance requests

Coordinate new starter desk and stationery set up within the Division for all new employees

Assist with updating the intranet with Division profiles and updating links

Assist with administrative duties for the Division

Ad hoc cover for other Divisional support staff and back up support to Reception as needed

Update layout and format of proposals and presentation documents within brand guidelines

Key Skills and Experience:

Prior experience in a professional services environment

Accurate typing skills at 60+ words per minute

Strong computer literacy including Microsoft Word, PowerPoint, Excel, Outlook

Confident in communicating and writing skills with strong attention to detail

Willingness to learn new skills

Being proactive and willing to address problems and make recommendations for solutions

Good organisational and time management skills

Ability to work under pressure and to meet deadlines

Professional presentation

Strong client focus and understanding of client needs

Excellent interpersonal skills and ability to deal effectively with a wide range of personalities

Ability to think quickly on their feet

Best Kept Secrets of SW:                                                    

Progressive firm, with excellent career opportunities

2 additional AL days per year

18 weeks paid parental leave for primary carers and 3 weeks for non-primary

Paid volunteer leave

Refer to client and refer a friend bonus scheme

Employee Assistance Program and Wellness perks

Assistance with home office setup

Regular social activities

Tailored Learning and Development Program

Paid Course/study leave

1 paid professional membership per year

Weekly 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’.