THE COMPANY

Lotus People are delighted to be working with a leading national wealth management firm to recruit a Corporate Finance Team Assistant based in their stunning Sydney CBD office.

We love working with this business as they are well-regarded and have a fantastic name in the market. Having offices nation-wide, with Sydney being their headquarters, their office environment is professional, social and inclusive. They often host team social events and outings throughout the year. This business has impressive staff tenure and are a true employer of choice!

Despite being a long-established firm, the environment feels close-knit, giving you the opportunity to gain real, hands-on experience and make a tangible impact.

THE ROLE

As the Team Assistant, you will be responsible for supporting a busy Corporate Finance team of 22, including four Managing Directors and the Head of Corporate Finance. This role is varied, fast-paced and integral to the smooth daily operations of a high-performing team. You’ll manage complex calendars, coordinate national travel, prepare presentations, process expenses, book meetings and events, and handle general administrative tasks with precision and confidentiality.

The team operates in-office five days a week and is described as fast-paced, energetic and extremely collaborative. This role would suit a confident and capable Team Assistant who is proactive, driven and thrives in a structured, vibrant office culture!

DUTIES

• Manage complex calendars and coordinate meetings for senior executives
• Arrange national travel and handle last-minute changes when needed
• Prepare and format presentations, reports, and documentation
• Process and reconcile expenses for Managing Directors and Head of Corporate Finance
• Coordinate meeting rooms, catering, and internal team events
• Support onboarding of new team members, including IT and office setup
• Maintain accurate digital filing systems and handle confidential information
• Liaise across teams and act as the key point of contact for administrative support within Corporate Finance

SKILLS & EXPERIENCE

In order to be successful in this role, you will be friendly, approachable and demonstrate a professional approach to work. You will have excellent attention to detail, strong time management skills and be able to efficiently prioritise tasks and thrive in a busy and challenging environment. To be considered for this role, you will possess the following:

• 3-5 years of experience in office administration
• Proficient in Microsoft Word, PowerPoint, Excel, and Outlook
• Strong ability to prioritise tasks, work independently, and take initiative
• Confident and professional communicator, both written and verbal
• Comfortable working in a fast-paced corporate environment
• Relevant admin qualifications or secondary education is advantageous
• Experience in investment or corporate banking is highly regarded!

TO APPLY

The successful applicant will join an incredible business that is supportive, welcoming and high-performing. If this role sounds like the ideal role for you, then apply now for immediate consideration. Lotus People will endeavour to respond to all applicants within 24-48 hours.

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REFERRAL INCENTIVE

If you know someone who is perfect for this position, please refer them to us on [email protected]. If we find a role for any referred candidates, we will gift you a $200 voucher!