Full time
Pitcher Partners Sydney
The Rocks NSW 2000, Australia
We are currently seeking a Team Assistant to work within our Wealth Management Division. About Us: Pitcher Partners Sydney is a Professional Chartered Accounting firm located in the heart of the CBD. We are currently seeking a Team Assistant to work within our Wealth Management Division. The Role: As a result of growth this division has an exceptional opportunity for a Team Assistant to join the team at Pitcher Partners. We boast a close-knit culture with exceptional opportunities for the right person. A great time to join a progressive and professional firm! Your core duties will include: Maintaining and updating client databases (CLM, Xplan) Data entry Preparing client correspondence from templates Pre-populating forms on behalf of clients Photocopying, scanning, printing and binding of documents Liaising with external parties via phone and email on behalf of clients (e.g. providing term deposit maturity instructions, obtaining account balances etc)...