Build your administration career in a respected financial services firm.

This is a fantastic opportunity for an organised, motivated administrator with 1–2 years of experience looking to develop their skills in professional services.
Join a well-established wealth advisory firm in Melbourne CBD, where you’ll be part of a collaborative support team assisting a group of experienced advisers. You’ll gain hands-on experience in diary management, client coordination, document preparation, and team support — all in a professional, people-first environment.

About the Role
As a Personal Assistant, you’ll support 3 financial advisers and play a key role in helping them manage their day and stay client-ready. This role will give you exposure to high-level admin support and insight into the private wealth space.

Your key responsibilities will include:

• Managing adviser calendars and scheduling client meetings (in-person and virtual)
• Preparing meeting documents, reports, and presentations
• Formatting and proofreading client communications
• Booking travel and managing itineraries
• Assisting with email and phone communications
• Light reception and overflow call handling when needed
• Updating client information and maintaining records in Salesforce
• General administrative tasks including scanning, printing, filing and data entry

About You
To succeed in this role, you’ll have strong attention to detail, excellent time management, and a proactive mindset. You’re someone who takes pride in getting things done and keeping a team organised.

You will have:

• 1–2 years of experience in an administrative role
• Polished personal presentation
• Strong Microsoft Office skills (Word, PowerPoint, Outlook)
• Great communication skills — written and verbal
• A professional approach to client interaction
• Confidence using systems and learning new technology (Salesforce a bonus)
• A collaborative, can-do attitude and a willingness to support others

This role would suit someone from professional services, corporate administration or financial services who is looking to grow their skills in a more structured environment.

Why You’ll Love This Role

• Supportive and down-to-earth team culture
• Central CBD fringe (St Kilda road) location close to transport
• 1 WFH day per week after probation
• Clear career progression and internal development opportunities
• Work directly with advisers and gain insight into private wealth
• Stable and well-established business with a great reputation

Ready to take the next step in your admin career? Apply now and join a team where your contribution really counts.