
Office Manager / PA
Godfrey Group Recruitment
Posted 7 hours ago
The Business
Join a highly respected and esteemed UHNW private wealth firm providing bespoke financial services to an exclusive client base. The practice specialises in tailored solutions across Superannuation & Investments, SMSFs, Wealth Protection, Estate Planning, and Philanthropy. With an emphasis on exceptional client care, precision, and confidentiality, this is an opportunity to work alongside high-calibre professionals in a premium CBD location.
The Opportunity
We are seeking a polished and highly organised Office Manager / Personal Assistant to oversee the smooth running of the office and provide executive-level support to the Managing Partner and Principal Advisers. This is a permanent, full-time position within a close-knit, high-performing team, working with UHNW clients who expect nothing less than excellence. The role requires professionalism, discretion, and a proactive approach to managing office operations while supporting senior stakeholders.
The Role
- Manage day-to-day office operations, ensuring all areas (reception, meeting rooms, kitchen/breakout space) are maintained to the highest standard
- Act as the first point of contact for UHNW clients, providing a seamless and discreet experience both in-person and over the phone
- Arrange and coordinate meetings, including room setups, catering, and client refreshments
- Manage incoming/outgoing correspondence, couriers, and supplier relationships
- Liaise with service providers to ensure the office is functioning at peak efficiency
- Provide high-level PA support to the Principals, including diary management, travel arrangements, and confidential correspondence
- Coordinate special projects, events, and high-level client engagements as required
- Ensure compliance with internal protocols, including confidentiality and security standards
- Assist with documentation, presentations, and administrative support across the business
About You
- Previous experience as an Office Manager, PA, or EA, ideally in financial services, legal, or a professional services environment
- Exceptional organisational skills with a meticulous eye for detail
- Strong written and verbal communication skills, with the ability to deal with UHNW clients and senior executives confidently and professionally
- A proactive, self-directed approach with the ability to anticipate needs and act independently
- Highly proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Teams)
- Professional presentation and demeanour, with discretion and confidentiality at all times
- Knowledge of Xplan advantageous but not essential
Why Apply?
This is an opportunity to join a premium wealth management practice in a role where your professionalism, initiative, and organisational expertise will be valued and rewarded. The environment is supportive yet high-performing, with a strong emphasis on delivering excellence for a discerning client base.
If you are a polished and capable Office Manager / PA seeking a long-term opportunity in a private wealth environment, we’d love to hear from you. Apply via the link today.
A little piece about us – The Godfrey Group
We are a boutique Wealth Management recruitment agency specialising in the Financial Services Industry for the last 15 years. We have a vast network, and our goal is to match your skills, personality, and competencies to one of our trusted business partners. Benefit from our ethos of transparency, honesty, and care to get your career heading in the direction you want.
About Godfrey Group Recruitment
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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