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Client Administration/Operations Assistant

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Organisation : Australian Philanthropic Services

Location : Sydney

Work type : Full-time

Sector : Foundations, Trusts & Philanthropy

Application closing date : 18 Feb, 2016

About the organisation

Organisation Name : Australian Philanthropic Services

About the role

Exciting opportunity for someone who thrives on processes and procedures and working to tight deadlines. We are seeking a highly motivated and friendly individual committed to producing high quality, high volume work in a successful and expanding business.

The organisation

Australian Philanthropic Services (APS) provides specialist advice for High Net Worth individuals, families and business owners, covering charitable trusts (PAFs and PuAFs) and grantmaking.  It has grown quickly to become the leading independent, philanthropic services organisation in Australia and is at an exciting time in its evolution. With a high-profile dedicated board, and an expert team, APS has a proven track record for excellent service delivery.

The opportunity
This is an opportunity for an individual with strong administration and processing skills to work in a team preparing meeting papers, reconciling transactions, dealing with queries from our service providers, and maintaining client records. You must thrive on process, procedure and tight deadlines, have sound verbal and numeric skills, and have a strong eye for detail.

Selection criteria

  • 2 years’ experience in an administrative role, preferably in a financial services or SMSF environment
  • Demonstrated effective interpersonal and communication skills
  • Demonstrated strong proficiency in Microsoft Office Suite
  • Strong organisation skills and attention to detail
  • Ability to manage simultaneous, multiple, often conflicting tasks
  • Ability to work to tight deadlines
  • Experience using Salesforce or a similar CRM system (highly desirable, but not essential)
  • This role is full time and based in Sydney. 0.8 FTE would be considered for the right candidate.

How to apply

Position Description : pd_client_administration_assistant_0

Applications not allowed for this job listing.

#PBA2

Please quote in application: Client Administration/Operations Assistant via Pro Bono Australia.


Profession: #Administration_and_Office_Support
Sector: #Foundations_Trusts_and_Philanthropy
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