Financial Assistant

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 summary

The ideal candidate will be responsible for supporting Accountants with day-to-day operational tasks and deliverables, while developing an understanding of relevant legislation and regulations relating to insolvency.

Key job responsibilities include :

File Management

Save and organize incoming correspondence (emails, letters, Proofs of Debt, proxies) on file, linking and summarizing in relevant file notes where appropriate.

Issue and file outgoing correspondence (e.g. advices, reports), linking to relevant file notes.

Conduct various searches (e.g. company extracts, PPSR, land titles).

Draft and lodge statutory forms and advertisements.

Assist with attending sites to inspect or collect assets and books / records.

Help review, list, and organize company records.

Prepare documents for creditor meetings and follow up on attendance, proxies, voting slips, and Proofs of Debt.

Realise assets, including :

Debt collection

Managing cash at bank

Liaising with agents to sell plant, equipment, furniture, and stock.

Assist with employee matters such as :

Preparing and issuing entitlements letters

Responding to FEG-related queries

Preparing and issuing payment summaries.

Assist with dividend procedures :

Adjudicating Proofs of Debt

Preparing adjudication notices

Issuing and tracking dividend cheques.

Extract reports from accounting software (e.g. MYOB, QuickBooks, Xero).

Conduct investigations (e.g. solvency analysis, preference reviews, book reviews).

Attend to stakeholder enquiries (creditors, employees, ATO, etc.).

Follow up on outstanding stakeholder documents or information via phone and email.

Prepare and maintain creditor lists; import and update in Workbench.

Process and record Proofs of Debt in Workbench.

Record receipts and raise payments in Workbench.

Assist with file finalisation :

Close administration bank accounts

Cancel GST registration

Draft and lodge final statutory forms.

Coordinate destruction of records.

Financial Performance

Accurately record all chargeable and non-chargeable tasks in timesheets.

Technical Knowledge

Apply relevant insolvency legislation effectively.

Demonstrate proficiency in systems such as Workbench, MYOB, Quicken, and Xero.

Operational Excellence

Ensure draft correspondence is accurate and error-free.

Maintain file structure and documentation to firm standards in Workbench.

Follow firm checklists and meet deadlines as required by client files.

Save and link all incoming correspondence promptly, with clear next steps noted.

Draft file notes clearly, outlining positions taken and reasoning.

Stakeholder Management

Communicate professionally and courteously in meetings and on the phone.

Keep stakeholders updated on pending matters where appropriate.

Understand stakeholder needs and provide accurate, timely responses.

Respond to all queries within applicable statutory timeframes.

Key Job requirements include :

• Must have a minimum qualification of bachelor's degree in accounting or equivalent.
• Generally with two to five years' accounting experience.

Able to demonstrate a very sound knowledge and application of general accounting and administrative principles.

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