Specialised Investment Management firm seeking an Executive Assistant to support the Investor Relations function with flawless client engagement.

• Permanent Opportunity - starting mid-August
• Reporting directly into the Head of department
• $100-120k + super

This role would suit a Executive Assistant with experience in an Investment / Wealth Management environment. Experience in managing multiple stakeholder relationships while maintaining the highest standards of client service and communication.

About the Company
My client is a specialised investment management firm dedicated to generating exceptional risk-adjusted performance through rigorous, analytical investment approaches.

Operating with an agile framework and intimate team dynamic, they emphasis personalised client service, and outstanding operational standards.

Their innovative and team-oriented culture offers the opportunity to collaborate directly with executive management while building experience with HNW Individuals.

About the Role
You will serve as a critical support function for the Investor Relations department, facilitating flawless delivery of communications and operational activities surrounding client engagement.

This position forms the foundation of their Australian IR operations, contributing to sustained investor trust and efficient processes.

• Oversee and structure client databases and relationship management platforms
• Collaborate with fund administration partners to monitor and organise client paperwork including confidentiality agreements, investment documents, and regulatory compliance files
• Arrange client meetings, presentation tours, and conference calls
• Develop presentation resources and post-meeting correspondence
• Facilitate delivery of client reports, market updates, and informational materials
• Maintain uniformity across all investor-facing communications
• Support responses to client questions and requests
• Review and refine investor correspondence for accuracy
• Assist with organising and implementing client gatherings
• Coordinate with external suppliers and oversee operational details
• Monitor attendance confirmations and handle event communications
• Partner with regulatory and legal departments to preserve comprehensive client files

About you

• You will have 3–5 years relevant professional experience, preferably within investment management or financial sectors
• Outstanding precision and systematic approach to work
• Excellent relationship-building and written/verbal communication capabilities
• Advanced competency in Microsoft Office applications
• Experience with client relationship management platforms preferred
• Pleasant, cooperative personality with an energetic work style

Our client is looking to have someone start in this role mid-August, so please apply now if you are interested.

For any further information please contact: [email protected]

Resumes must be submitted through the link, please do not email your resume.