Administration Assistant

McKinley Plowman is excited to offer a fantastic opportunity for an experienced Administration Assistant to join our growing Joondalup team. This is more than just an administration role - it’s a genuine career opportunity within one of WA’s most successful integrated financial services firms, with the potential to grow into a Personal Assistant role over time.

We’re looking for a highly organised, proactive individual with exceptional attention to detail who thrives in a fast‑paced professional environment. You’ll play a key role in supporting our Client Managers and wider team, ensuring our clients continue to experience the high standard of service McKinley Plowman is known for.

About the Role

Working closely within a collaborative team environment, your responsibilities will include (but are not limited to):

• Handling incoming calls and enquiries and providing reception coverage as required
• Booking client records for compliance work using FYI Elite
• Collating Financial Statements and Income Tax Returns and preparing client invoices
• Assisting with new entity setups (trusts, companies, SMSFs and business name registrations)
• Processing and managing trust variations
• Attending to vesting of trusts and deregistration of companies
• Maintaining client databases across FYI, XPM, ATO and ASIC
• Managing ASIC Annual Reviews (CAS360)

Who are we looking for?

To be successful in this role, you will bring:

• Experience across a broad range of administrative duties within an accounting or professional services environment
• Strong written and verbal communication skills
• A high level of attention to detail and accuracy
• Proven client service and relationship‑building experience
• The ability to prioritise competing deadlines and work well under pressure
• A demonstrated commitment to maintaining confidentiality and handling sensitive information
• Practical experience with administration, diary management, client systems and workflow software
• A proactive, positive attitude with a genuine “can‑do” approach

About McKinley Plowman

For over 20 years, McKinley Plowman (MP+) has grown to become one of WA’s largest and most successful full‑service firms, with a team of over 60 professionals based across Joondalup and West Perth.

We pride ourselves on building lifelong partnerships with our clients by offering a diverse, integrated range of services delivered by specialists across accounting, wealth management, property, superannuation, finance and branding. While our services set us apart, our people truly define us.

 We operate in a meritocracy‑based environment, where initiative, curiosity, hard work and a willingness to learn are genuinely rewarded. If you’re looking for a role where your contribution is valued and your career development is supported, this could be the opportunity for you.

Please note: Applications must be submitted directly. We do not accept résumés from recruitment agencies for this role.