Our client is a fast-growing investment firm with an entrepreneurial spirit and a high-performance culture. With over $12 billion in Funds Under Management, they have established a strong market presence and continue to expand.

About the Role

As the Personal Assistant to the Chief Investment Officer (CIO) & Investment Team Assistant, your role will be multifaceted, providing high-level administrative and personal support to the CIO while ensuring smooth operations for the broader investment team.

Your time will be split across:

• Personal Assistance (50%) – Managing the CIO’s personal and family-related matters
• Executive Assistance (20%) – Providing direct support to the CIO in a professional capacity
• Team Administration (30%) – Supporting the investment team with day-to-day operational needs

Key Responsibilities

Personal & Family Support

• Oversee personal diary and calendar management for the CIO
• Coordinate complex travel arrangements for the CIO and his family, including research, booking, and detailed itineraries
• Plan and manage personal and professional events for the CIO’s family
• Handle personal errands such as shopping, coordinating services, and gift arrangements
• Manage personal expenses and liaise with contractors and service providers for family properties
• Represent and support the CIO on philanthropy and community initiatives

Executive & Administrative Support

• Manage the CIO’s calendar, meetings, and travel arrangements
• Handle incoming communications, including emails, phone calls, and correspondence
• Prepare meeting agendas, take minutes, and follow up on action items
• Plan and coordinate team events, conferences, and activities
• Assist with expense reconciliation and credit card expense processing for the CIO and investment team
• Prepare reports, presentations, and other essential documents for the team
• Support office operations, including mail deliveries and managing office supplies

About You

To be successful in this role, you will bring:

• 5-7 years’ experience in business support within Financial Services or a similar Professional Services industry, with specific EA/PA experience
• Ability to handle confidential information with discretion
• Exceptional organisational and multitasking skills, with the ability to thrive in a fast-paced, ever-changing environment
• Strong problem-solving skills and a proactive approach
• Excellent written and verbal communication abilities
• High attention to detail and ability to anticipate needs
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and familiarity with Teams and Google Suite

What’s in it for you?

• Work in a firm that values and invests in its employees
• Play a key role in enhancing operational efficiency and working closely with executive management
• Competitive salary package with an annual bonus
• Modern, centrally located Sydney CBD offices

If you're a proactive and highly organised professional looking for your next challenge, we would love to hear from you!