PKF Melbourne - Operations Specialist (Senior)

Talent Formula is a consulting firm that offers outsourced financial and accounting Human Resources to Chartered Accounting firms worldwide. We currently have a Intermediate / Senior Accountant position available in our Carnegie accounting team.

About PKF

Established in 1962, PKF Melbourne is a full-service accounting firm, offering experienced and expert advice to private business, professional and individual clients.

They are set apart by commitment to developing and maintaining strong, personal relationships with their clients key decision makers and principals. For their clients this translates to accessible and knowledgeable employees and partners, able to provide prompt and reliable advice.

PKF Melbourne is part of PKF Global, a global network of accountancy firms in 150 countries across 5 regions.

Position Summary / Objective

This role is to support the Audit partners and team with administration. The role will also be responsible for supporting the team with regards meetings, functions, setting up and coordinating inductions and billing. The role will also be responsible for any ad hoc administration tasks to support the team.

Key Responsibilities

The responsibilities of the role are, but not limited to the following:

Administration and PA

• Organising the timely request of bank and solicitor confirmation letters, and other audit circularisation's (including ASIC searches, property searches) as required, including managing the process and holding audit teams to account when not requested.
• Performing day-to-day PA functions, such as letter writing and appointment facilitation for partners and senior team members.
• Formatting of documents and presentations as required.
• Run reports as required from MYOB.
• Completing timely expense claims for partners.
• Book flights and accommodation as required via travel partners.
• General administration which could include formatting, drafting of letters, emails on behalf of partners
  
  

Client Administration

• Raise bills and holding managers to account for the completion of bills raised.
• Set up new clients on relevant platforms (MYOB/CRM) and ensure that appropriate conflict checks and anti-money laundering due diligence requirements are met.
• Research new and current clients, source financial reports from online sources (websites or via ASIC).
  
  

Meeting Coordination

• Organising meetings for partners and team and ensuring key communications are extended to team members following meetings.
• Organising external and internal audit client meetings.
• Booking meeting rooms and organising catering where appropriate.
  
  

Team

• Liaising with the Admin, IT and HR teams for the onboarding of new staff and contractors.
• Track annual appraisals are booked in and report back to managers and partners of any not booked, held or finalised in PKF People system
• Track and manage the job-by-job feedback process to ensure completed on a monthly basis and report back to managers and partners of progress.
• Review timesheet entries for leave taken including personal, annual and study leave and ensure leave forms have been submitted – work with payroll on this
  
  

Qualifications, Skills, And Experience Required

• Previous Administration and PA experience.
• Strong attention to detail.
• Highly developed diary management and prioritisation skills.
• Independent ability to manage several ongoing tasks at one time.
• Timely, proactive and friendly.
• An understanding of Audit or the Finance Industry will be highly regarded.
  
  

How to apply

To be considered for this role, you must complete 3 steps:

• Apply to this job and upload your resume
• Complete the Skills Tests for this role you must follow the link below and complete the testing assessments. The first assessment is a Skills Test, to assess your technical ability and numerical reasoning.
• Complete the Psychometric Test for this role
• If you successfully clear the Skills Test, you will be redirected to a Psychometric Test to assess how you think and make decisions.
  
  

To complete these tests, you must go to https://es.peoplogicaskills.com/es/quiztestId=b90818880cd1f02c and complete the assessments.

If you do not complete the assessments then you will not be considered for the role.