Executive Assistant to Family Office
Constellate
Posted 29 days ago
Position: Executive Assistant - Family Office (Constellate)
Location: Broadbeach, QLD
About the Role:
We are seeking an experienced Executive Assistant to join our Family Office, combining high-level administrative support with strong financial analysis capabilities. This role offers a unique opportunity to work directly with principal family members while managing complex financial reporting and analysis tasks.
Key Responsibilities:
- Provide comprehensive executive support to family office principals
- Prepare and analyze financial reports and investment summaries
- Manage complex calendar scheduling and travel arrangements
- Coordinate with financial advisors, wealth managers, and other professionals
- Create detailed financial analysis and performance tracking documents
- Assist in monitoring investment portfolios and preparing periodic reports
- Handle confidential information with absolute discretion
- Organize and maintain efficient document management systems
- Coordinate family meetings and board presentations
Required Qualifications:
- Bachelor's degree in Finance, Business Administration, or related field
- Minimum 5 years of experience as an EA in a financial environment
- Proven experience in financial analysis and reporting
- Advanced proficiency in Excel, PowerPoint, and financial software
- Strong understanding of investment terminology and financial markets
- Excellent analytical and problem-solving skills
- Superior organisational and time management abilities
- Exceptional written and verbal communication skills
- Demonstrated ability to handle confidential information with discretion
Preferred Qualifications:
- Experience working in a family office environment
- Knowledge of wealth management and estate planning
- Advanced degree in Finance or related field
- Professional certifications (CFA, CFP, or similar)
What We Offer:
- Competitive salary commensurate with experience
- Comprehensive benefits package
- Professional development opportunities
- Work with sophisticated investment professionals
- Dynamic and challenging work environment
The ideal candidate will be detail-oriented, highly organized, and able to seamlessly blend executive support duties with financial analysis responsibilities. Must be comfortable working in a fast-paced environment and maintaining the highest levels of confidentiality.
To Apply:
Please submit your resume, cover letter, and salary requirements to [email protected]. Include "Family Office EA Position" in the subject line.
Constellate is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or disability.
About Constellate
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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