Why Work With Us?

PWS Advisory Group prides itself on the quality and diversity of our clients, as well as our ability to help clients improve their wellbeing. We can only deliver this level of care and service with the right team. Our passionate team comes from a wide range of backgrounds, bringing with them vast experience coupled with strong technical expertise, all with a client-first mentality.

We are dedicated to staying at the forefront of industry changes. PWS Advisory Group assists with this through its extensive professional development programs and business associate networks. Every team member is encouraged to share their thoughts and ideas, collaborating with each other to continually improve the PWS Advisory Group service offering.

Just like our clients, we want to see our team achieve their own goals. We are committed to the career of every one of our team members, and celebrate their successes, both personally and professionally. After all, PWS Advisory Group understands that it is the strength and cohesiveness of our team that is key to our success as an advisory firm and to our holistic approach in the financial advisory space.

Our culture embraces diversity and differences that bring strength to the team. On the other hand, we live by a common set of values, expecting our team members to have:

Confident & Self-motivated

Empathetic, Supporting & Caring

Timely, Consistent & Detail-minded

Honest, Transparent & Ethical

If you share our values and ready to be part of a dynamic team, please submit your cover letter and resume to hr@pwsadvisory.com.au

Expressions of Interest

If you do not find any positions that are relevant to you, please forward your resume to us so that we can contact you should a suitable position become available.

Business Services Administrator

PWS Advisory Group is a progressive wealth services advisory business with an underlying vision focused on ‘Improving Personal Wellbeing’ of others.

We are currently seeking to employ an experienced Business Services Administrator to join our friendly team in our Melbourne office.

The Role

As the Business Services Administrator you will provide high-level administrative support and assist directly in delivering quality personalised service to our clients. The role will also entail corporate services tasks.

You will be required to:

  • Maintain the Client database on MYOB and the Client Portal.
  • Attend to ATO & Tax Administration management, including lodgement, registration and general enquiries.
  • Prepare and review client correspondence and advise memorandum.
  • Provide corporate services in CAS360.

About You 

To be successful in this role, you will have strong interpersonal skills that allow you to communicate effectively with a variety of people.

You have a strong work ethic and are driven to effectively and efficiently complete assigned tasks in a timely manner.

You are extremely responsible and organised with outstanding time management skills and can adapt to changing priorities whilst maintaining a high level of attention to detail.

Advanced computer skills and proficiency in all aspects of the Microsoft Office and MYOB suite are essential. Experience with CAS360 would be an advantage.

A relevant administration experience in a professional practice or similar will also be highly regarded.

What is on offer?

The successful candidate will be joining a dedicated team, committed to improving the wellbeing of others and making a positive difference.

This is a full-time role located at our Melbourne Office. Attractive remuneration will be offered commensurate with your skills and experience.

Applications close: 26 August 2021

To apply: please submit a cover letter and resume through Seek.

Your application should provide:

  • An overview of your personal and professional traits and values 
  • The range and history of your working experience and how this will assist this position.