Are you warm, organised, proactive—and love supporting people to succeed? Do you enjoy creating structure, managing priorities, and being the calm, capable person who makes everything flow?

Thomson Wealth is a boutique financial planning firm based in Curtin, Canberra. We help high-income individuals and families make smart financial decisions and build long-term wealth. We're seeking a reliable and motivated Executive Assistant to support our Principal Adviser and help deliver a smooth, high-touch client experience.

Work 9am–5pm or school-friendly 9am–3pm

35-hour full-time equivalent (less than 37.5hr week)

13th-month Christmas bonus after 12 months

Be the right-hand to a respected, high-performing financial adviser

About the Role

This is a 3-day per week, in-office role—perfect for someone looking for flexibility, variety, and meaningful work.

As Executive Assistant, you'll support the adviser directly and keep the business running efficiently behind the scenes. Your work will directly contribute to helping clients feel more confident and at peace about their financial future.

You'll be responsible for:

Managing the adviser's inbox and calendar—scheduling meetings, filtering priorities, and ensuring no ball is dropped

Answering the office phone with professionalism and warmth, and ensuring messages and client needs are handled promptly

Preparing the office for in-person client meetings—refreshments, room setup, and personal touches

Greeting clients and supporting warm, lasting relationships through thoughtful follow-up

Helping new prospects prepare for their 90-minute discovery meeting (e.g. fact find and onboarding steps)

Issuing invoices and processing direct debit forms, ensuring all billing is accurate and timely

Coordinating business workflows in Monday.com, including managing the Fees Board and client onboarding status

Following standard operating procedures and Monday.com task lists—but also using initiative and thinking on your feet when given ad hoc tasks without a set process

Emailing annual tax packs to clients and their accountants in a timely and professional manner

Assisting with the fortnightly email newsletter, using AI tools and content from referral partners

Coordinating ad hoc client webinars and events—including RSVPs, logistics, materials and post-event follow-ups

Liaising with our remote assistants in the Philippines to ensure all delegated tasks are on track

Supporting general administration and light marketing coordination

Why You'll Love Working Here

$38/hour + super

Free onsite parking in Curtin

7-hour workdays (9am–5pm) = 35-hour FTE (shorter than the standard 37.5 hrs)

13th-month Christmas bonus after 12 months

A genuinely values-driven business that changes lives through financial empowerment

Join a small, supportive, and driven team where your role makes a real impact

Enjoy meaningful client interactions, variety in your day, and the chance to grow your skills

Who This Role Suits

You'll thrive in this role if you:

Have at least 12 months of experience in a professional office or EA role

Are highly organised, proactive, and confident managing calendars, admin, and workflows

Have strong written and verbal communication skills, including confident phone manner

Are tech-savvy (or confident learning tools like Monday.com, Outlook, Canva, and Myprosperity)

Are warm, personable, and enjoy creating a beautiful client experience

Are comfortable following detailed processes, but also able to confidently handle tasks without a clear SOP when needed

Are available 3 days per week in our Curtin office

Want flexibility: we offer school-friendly hours of 9am–3pm if preferred

Have Australian citizenship or permanent residency status

Are proficient in Microsoft Office Suite (especially Outlook, Word, and Excel)

How to Apply

Please send your CV and a short cover letter explaining why this role excites you.
In your cover letter, please answer this question:

"What is one small but meaningful action you believe can make a client feel valued, and how would you apply this in your role at Thomson Wealth?"

Successful candidates will need to pass a police background check.