Executive recruitment company Monroe Consulting Group is recruiting on behalf of an esteemed professional services firm that focuses on solvency management an insolvency administration. Our respected client is seeking for a highly motivated and professional individual for the role "Financial Assistant".
Job Responsibilities:
- Provide Insolvency accounting support for your team.
- Save incoming correspondence (email, letters, Proof of debts, proxies) on file, link and summarise (where appropriate) in relevant File Note.
- Issue and save outgoing correspondence (including advice and reports to outsourced printers) on file and link to relevant file note.
- Conduct searches (e.g., company extracts, PPSR, land titles).
- Draft statutory forms and advertisements and lodge statutory forms and advertisements.
- Assist with attendance on site to inspect/collect assets and/or books and records.
- Assist in reviewing and listing of books and records.
- Assist in organisation of creditors meetings including preparing meeting documents and following up attendance (proofs of debt, proxies, voting slips)
- Assist with realising assets (e.g., debt collections, cash at bank, instructing agents to sell plant and equipment, furniture and fittings and stock)
- Assist with tasks relating to employees (e.g., preparing and issuing employee entitlements letters, responding to queries relating to entitlements and FEG, the FEG process, preparing and issuing payment summaries, etc.)
- Assist with dividend procedures (e.g., commencing adjudication process on proofs of debt, preparing and issuing adjudication notices, issuing dividend cheques, following up receipt/banking of dividend cheques (as required), etc.)
- Assist with extracting reports from internal management account file (e.g., MYOB, QuickBooks, Xero, etc.)
- Assist with investigations (e.g., reviewing books and records, conducting preference reviews, conducting solvency analysis', etc.)
- Attend / respond to stakeholder enquiries (e.g., creditors, employees, ATO, etc.)
- Follow up stakeholders regarding correspondence and requests for documents and/or information by phone and email.
- Prepare creditor lists, import creditors into Workbench and update creditor details as required.
- Save proofs of debt from creditors and update Workbench
- Record receipts and raise payments in Workbench.
- Assist with finalisation of files (e.g., closing administration bank account, cancelling GST registration, draft and lodge statutory forms).
- Assist with arranging destruction of records Financial Performance.
- Record all chargeable and non-chargeable tasks on timesheets Technical Knowledge.
- Demonstrate knowledge and ability to apply relevant legislation to job matters.
- Demonstrate comprehensive working knowledge of Workbench and other software / programs (e.g., MYOB, Quicken, Xero) Operational Excellence
- Ensure all draft correspondence is accurate and contains minimal errors.
- Apply firm protocols in maintaining files in Workbench, and ensure all files are well structured to a standard acceptable to the requesting staff member and documentation is up to date.
- Ensure firm checklists are followed and maintained in accordance with deadlines as defined in the client file.
- Ensure all incoming correspondence is saved on file, linked to relevant file note, and summarised for next steps (where appropriate) in a timely manner.
- Completion of file notes in a way which sets out clearly the position taken and the reasons for that position Stakeholder Management.
- Communicate verbally in a professional and courteous manner (including on the telephone and at meetings) to ensure positive reflection of the Worrells brand, strong working relationships and referrer retention.
- Keep stakeholders informed on the status of pending actions where appropriate.
- Communicate with stakeholders to determine what their needs are and provide appropriate information.
- Respond to stakeholder queries within statutory timeframe (if applicable).
Job Requirements:
- Must have a minimum qualification of bachelor's degree in accounting or equivalent.
- Financial Assistants are graduates, generally with two to five years' accounting experience.
- Able to demonstrate a very sound knowledge and application of general accounting and administrative principles.
