_{29th April, 2025}

About the role
We are looking for an Administration Assistant to join our Financial Services division.
  
This role requires a "can do" person, someone who doesn't wait for tasks to come their way but actively seeks out ways to contribute. A confident and skilled communicator, you will provide excellent service to our clients and your peers. If you're looking for a role where you can contribute, constantly striving to enhance processes and find solutions, this is the role for you.

Life at Nexia
While we’re in the business of accountancy and advice, we’re actually in the business of people—because we believe that when great people are aligned, great things happen. We are incredibly proud of our values-based culture – prioritising our values over profit margins to make a positive impact.
  
Our people are our greatest asset, we encourage a team culture with open conversations and support a desire to learn and develop. We partner with our people and clients to provide innovative solutions that support their journey to success.
  
The Nexia Sydney firm has 30+ partners and over 200 staff, with global links to Nexia International. We provide a full-service solution to a diverse range of clients from large corporate organisations, including ASX listed entities, to privately owned businesses as well as high net worth individuals. 
 
Key Responsibilities
Providing support to the Financial Advisers and the wider team, you will be responsible for:

• Assisting with the accurate completion of documentation, including client documents, file notes, letters and other compliance documentation
• Processing correspondence and documents in appropriate files, scan, invoice, and bind client reports accurately and in a timely manner
• Fund setup: assisting with the establishment of self managed super fund, completing ABN & TFN applications, and set up of bank or wrap accounts
• Compliance: raising invoices, preparing reports and documents, collation of annual accounts packages and lodging tax returns and ASIC forms
• Client liaison and correspondence
• General administrative duties

This is a full time, in-house position with the opportunity to shift to a hybrid working environment as part of our flexible working policy. 

About you:

• 1-2 years’ experience working in administration
• This role is suited to a motivated up-and comer with an eagerness to learn
• Some experience working with Adobe and Microsoft including Excel, Word and PowerPoint skills
• Competent communicator
• High level of accuracy, attention to detail and organisation ability
• Ability to take direction and willingness to learn and take ownership of allocated tasks
• Exceptional time management skills
• Interested in a career in the Financial Services sector

Apply now!
Are you looking to take the next step in your career and join a welcoming and diverse culture where your story, potential and hard work are not only seen – but also celebrated? This role could be for you.

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