Fitzpatricks Advice Partners - Personal/Executive Assistant

Perth Based

Are you an organised and proactive individual with a passion for supporting high-level professionals?

Hours: 15 hours per week, Monday - Friday 8.30am-10.30am and 4.00-5.00pm

(There is some flexibility around these times for the right candidate)

We are a well-established financial advice practice that works with families across a minimum of three generations. We are currently seeking a dedicated Personal Assistant (PA) to join our team assisting the director and helping manage day-to-day operations.

What you'll be doing:

Manage and organise Director's emails, ensuring timely responses and follow-ups.

Coordinate and maintain the Director's diary, scheduling appointments and meetings.

Oversee workflow and delegate tasks to other staff members.

Assist with basic marketing activities, including managing LinkedIn profiles and posts.

Handle personal tasks as required, ensuring smooth and efficient operations.

What we're looking for:

Minimum 3-5 years' experience as a Personal Assistant or Executive Assistant, preferably in a professional services or wealth management environment

Strong communication and interpersonal skills, with the confidence to liaise with clients and staff, suppliers and other professionals.

Demonstrated attention to detail and ability to work with a high degree of accuracy

A proactive, flexible and solutions-focused approach to your work

Proven experience as a Personal/Executive Assistant or in a similar administrative role.

Proficiency in using Microsoft Office 365.

Some experience with Xplan will help.

Familiarity with LinkedIn and basic marketing principles.

Ability to handle confidential information with discretion.

What we offer:

A supportive, flexible and collaborative work environment.

Opportunities for professional growth and development.

The chance to be part of a practice that values long-term relationships with clients and staff.

About Us

Fitzpatricks is the trusted advice partner to many successful families, businesses, leaders, and professionals. Established in 1987, we have supported countless clients to protect, manage, and build multi-generational wealth.

Our approach is compassionate, understanding and collaborative. We also work closely with families and other professionals to facilitate the transfer of wealth to future generations and educate and support the new custodians of this wealth.

If you are an experienced Personal Assistant looking for your next challenge, we encourage you to apply now.

If you are a motivated and detail-oriented individual looking to make a meaningful impact, we would love to hear from you. Please send your CV and a cover letter outlining your qualifications and experience to Jo Palmer - [email protected]