Full-Time Administration Assistant & PA for Small Investment Family Office – with opportunity to progress

OVERVIEW:

Location: Perth, Western Australia

Us: We are a small family investment office comprising owner and executive manager. We have diverse property and other investments.

Culture: Is central to our work. We strive for a caring, open & honest and responsible workplace.

You: Talented & smart; Quick to learn and develop; Ambitious; Enthusiastic about growth and change; No task is beneath you if it is needed by the team; Flexible and committed to the needs of the job.

Role Overview: A very diverse role supporting the needs of the office, owner and executive manager.

Opportunity: This role holds the opportunity to progress into Executive Manager of the family office allowing the current Executive Manager to progress to CEO. This offers considerable salary progression.

Training: You will have some experience and skills but will be given excellent training in the role once you have proved that you are capable of the role.

MORE DETAIL:

Task Management:

a) Handle diverse personal and family secretarial and administrative tasks.

b) A broad variety of administration and bookkeeping tasks for the office and portfolio, including property and project management tasks – initially supervised but progressing to Executive Manager over time.

Professional Qualities:

a) Computer & Software Literate: Highly literate in Microsoft 365 (including Word and Excel), Xero, Splose (or quick to learn) and social media platforms.

b) Tech Savvy & Problem Solver: Efficiently utilise technology, introduce new technology ideas and troubleshoot issues.

c) Big Picture & Detail-Oriented: Balance strategic thinking with attention to detail.

d) Awareness & Anticipation: Understand and foresee the needs of others.

e) Wear many hats: The owner wears many hats – so will you need to! Be able to switch gears and transition between different tasks quickly and easily.

f) Organised & Capable: Maintain an orderly environment and demonstrate competence in all tasks.

g) Committed & Responsible: Demonstrate dedication and take accountability.

h) High Standards: Uphold excellence in work quality – Maintain accuracy in all tasks and deliver clear, well-written communication.

i) Self-Assured & Humble: Able to stand up for yourself and to your work mates when needed in a respectful way but open to learning and feedback.

j) Trainable: Quickly adapt to new skills and concepts.

k) Entrepreneurial Understanding: Projects need to make a profit to succeed. Time needs to be spent efficiently. Comprehend the working style of a typical entrepreneurial person (loving, caring, committed, dynamic, creative, big picture thinker, intense, impatient, challenging, irrational).

Personal Qualities:

a) Highly flexible: Be readily available and adaptable to support the changing needs of the environment and workplace. Committed to do “what it takes when it takes” – while work hours are set these come second to the requirements of the job – which can change at last minute.

b) Intuitive but rational.

c) Big picture thinker who anticipates the needs of others – emotionally intelligent.

d) Robust, Resilient & Energetic: Bring vitality and endurance to the role.

e) Open, Honest & Caring: Foster transparency and empathy in interactions.

f) Trustworthy: Be discrete, discerning and reliable.

g) Transformative Mindset: Be open to personal growth and align with our values: love, truth and responsibility.

h) Personal Presentation: To be well groomed and present in a professional manner.

i) Office Hygiene: To maintain high standards of cleanliness and order within the office environment.

Approach:

a) Execute tasks in a practical, energetic, efficient and caring manner.

b) Align with our values, promoting a positive and transformative environment.

Benefits:

Competitive salary with regular reviews as you progress and develop.

Supportive and growth-oriented work environment.

Ongoing opportunities for personal and professional development.

How to Apply:

Interested candidates are invited to send their resume and a cover letter explaining their qualifications and how they align with our values to [email protected]