What will your typical day look like?
As an Operations and Projects Analyst in the National Client Experience (CX) team, you will support a group of talented Managers, Directors, and Partners who support Australia’s most iconic families and private enterprises. You will take ownership and lead the cloud ledger management, and associated business analytics. You will work on a series of BAU activities within a stream of work, across projects/programs within the Private Advisory CX portfolio, ensuring delivery of project goals to agreed schedule and quality. These can include:
- Cloud ledger & app user management, and Tier 1 support (internal & external)
- Client subscription management
- Monthly reconciliation & KPI reporting
- CRM Data onboarding & maintenance, ensuring data integrity across the Private Advisory ecosystem
- Updating engagement teams on cloud technology enhancements
- Identifying process improvement opportunities
About our team
We are all about forming authentic relationships with Australia’s largest private entities and the families that own them to offer specialist solutions including tax and business advisory services. Our culture of continuous improvement and support, coupled with a strong heritage of expertise, empowers us to be a globally competitive team.
Enough about us, let’s talk about you. We’re looking for someone with:
What you need to do now
- Prior experience at a large/mid-tier professional services firm, preferably working in accounting/cloud ledger environment
- Solid foundation of administrative experience, dealing with high volumes of data
- Proven ability to operate in a rapidly changing environment, managing competing priorities in tight deadlines
- Strong collaborative skills, a dedicated work ethic and excellent communication skills
- A passion for working with private clients, both internal & external
- Knowledge or familiarity of Salesforce would be an advantage
- A positive, ‘can do’, solution driven mindset
- Proven contribute to a strong team culture
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.LHS 297508