Practice Assistant
About the job
The Practice Assistant job at BDO is an exciting opportunity to support the Superannuation team by providing essential administrative and client service support. This role is crucial in ensuring that engagements run smoothly and clients have a seamless experience. The team thrives on collaboration, accuracy, and exceptional service, making it a great fit for someone who enjoys a fast-paced environment.
You'll be responsible for
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Providing administrative support
Provide administrative support to the Superannuation team and act as an administrative contact for SMSF clients.🤝
Assisting with client onboarding
Assist with client onboarding, engagement documentation and client acceptance processes.📋
Maintaining accurate client information
Maintain accurate client, trustee, member and contact information across relevant systems.Key criteria
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Administrative support experience
Proven experience providing administrative support in a professional setting.View
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Attention to detail
Demonstrated commitment to accurate record-keeping and documentation.View
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Microsoft Office proficiency
Strong proficiency in Microsoft Outlook, Word, Excel, and PowerPoint.View
