Company

Join a prestigious boutique financial services firm that specialises in high-net-worth clients and Family Offices, with a focus on building strong generational relationships. This is an exciting opportunity for someone to assume a dynamic role in Executive Administration and Operations, where your contributions will have a direct impact on both client experience and business operations.

Recognized as one of Australia’s best firms, this organization is known for its meticulous attention to detail, commitment to quality, and a people-first philosophy. Their comprehensive expertise covers corporate governance, treasury management, end-to-end financial support, tax advisory, mergers and acquisitions, and technology services, ensuring a tailored and personalized approach for each client.

The firm’s collaborative culture fosters deep connections with major corporations and respected private organisations, creating an environment where both clients and employees can thrive. With supportive leadership that prioritises your professional development, you will benefit from regular performance reviews, opportunities for career progression, and a workplace that genuinely values its people.

If you are seeking a firm that combines elite advisory services with a close-knit, collaborative environment, this is your chance to join a business that invests in its people, clients, and long-term success.

Position

This is a role where relationships matter. As a linchpin in our client's expanding operation, you’ll cultivate relationships with Directors, Senior Management, and esteemed clientele.

• Be the heart of administrative support, fostering positive relationships with internal teams and clients.
• Handle interactions with the Australian Tax Office and Securities and Investments Commission with tact and professionalism.
• Manage daily correspondence and organisational tasks with empathy and understanding.
• Be the guardian of the client database, maintaining client profiles with a personal touch. Foster innovation and efficiency, with an eye towards improving team dynamics.
• Contribute to projects and events, bringing fresh ideas and a team-oriented approach.

Candidate

If you are a team player with excellent communication skills and a talent for forging strong professional relationships, we would love to hear from you. We are seeking candidates who prioritize teamwork and collaboration just as much as they do their individual growth and development.

*To be considered for this role, you will need prior experience in an Australian public practice accounting or financial firm.

• Exceptional communication skills that build trust and foster strong relationships.
• Proficiency in Microsoft Office Suite, especially Outlook, where your people skills shine.
• Attention to detail and a commitment to delivering work that meets the highest personal standards.
• Proven ability to multitask and solve problems while maintaining strong professional relationships.
• A team player who's eager to support their colleagues and grow together.
• A positive attitude and a natural ability to foster a dynamic and supportive work environment.
• Ambition to become an industry expert and help others achieve their full potential.

What's on offer

• Competitive remuneration based on experience
• Beautiful, brand-new office in a convenient location close to public transport
• Onsite parking available
• World-class and award-winning culture
• Genuine mentorship programs and career progress pathways
• Bi-annual incremental salary reviews
• Work/life balance flexibility

How to Apply

To apply for the position, please use the Quick Apply button provided in this advertisement.

Alternatively, you may contact our reception team at 1300 720 832 or reach out to Tristan Vaughan directly on 0406 238 930. Please be assured that all communication will be handled with utmost confidentiality, and your personal information, including your curriculum vitae, will not be shared with any third party or potential employer without your explicit authorisation.