A highly regarded financial advisory firm, part of a well-established ASX-listed group, is currently seeking an experienced and proactive Personal Assistant / Administrative Assistant to join their Melbourne team.

This is an exciting opportunity to support a senior Director as well as a team of financial advisers, contributing to the smooth operation of a dynamic and professional office environment.

Key Responsibilities:

• Provide high-level administrative support to a Director, including document preparation and client correspondence.
• Assist advisers and clients with administrative queries relating to trades and accounts.
• Open and maintain client accounts (equities, international, SMAs), ensuring compliance with regulatory standards.
• Prepare documentation for Deceased Estates, Changes of Trustee, and Stock Transfers.
• Assist with Corporate Actions, including Placements and New Issues.
• Liaise with internal back office teams and share registries to resolve client queries.
• Manage adviser diaries to coordinate meetings and presentations.
• General administrative duties to support the broader team.

About You:

• Minimum 2–3 years’ experience in an administration, PA, support, or operations role within financial services.
• Excellent written and verbal communication skills.
• Highly organised with strong attention to detail and accuracy.
• Ability to work autonomously and handle multiple priorities.
• A team player with a professional, can-do attitude and a proactive approach to problem solving.
• Able to build rapport quickly with stakeholders at all levels.

Why Apply?
This is a fantastic opportunity to join a reputable financial services firm that values professionalism, precision, and client service. You'll work closely with senior stakeholders and contribute meaningfully to the success of the team.
To apply, please click the “Apply Now” button or contact Sarah Roberts on [email protected]

Please note: Only shortlisted candidates will be contacted.