Job description

Job Specification: Personal Assistant/ Team Support & Receptionist

Reporting to: COO

Job description

Personal Assistant/ Team Support & Receptionist

Job Title: Personal Assistant / Admin Support & Receptionist
Location: Sydney CBD
Reports To: Chief Operating Officer
Type: Full-time

About Us

We are an award-winning boutique wealth management firm based in the heart of Sydney's CBD. We specialise in protecting legacies and building new ones, offering holistic financial services tailored to the unique needs of our clients. Our work is deeply personal, focusing on the intersection of health, wealth, and family relationships.

The Opportunity

We are looking for a proactive and polished Personal Assistant / Admin Support & Receptionist to join our close-knit and high-performing team. In this role, you will primarily support the Managing Partner and COO, while also providing front-of-house reception coverage.

This position is ideal for a motivated individual in the early stages of their career who is eager to grow within the financial services sector.

Key Responsibilities

Executive & Team Support

Manage the Managing Partner’s emails and calendar. This includes drafting responses and gate keeping unnecessary communication.

Liaise with internal and external stakeholders on behalf of senior leadership

Prepare meeting agendas, materials, and documentation

Provide administrative support for the Managing Parner and the COO

Reception & Office Coordination

Serve as the first point of contact for clients and visitors, delivering a warm and professional welcome

Answer and direct calls, manage incoming mail and deliveries

Assist with general office operations supporting the Office Manager

Maintain meeting rooms and communal spaces to a high standard

About You

Previous experience as a Personal/Team Assistant

Highly organised with strong time management and prioritisation skills

Excellent interpersonal and written communication skills

Confident, polished, and professional presentation

Strong attention to detail and ability to manage competing priorities

Discretion and confidentiality in handling sensitive information

Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)

Experience in financial services or professional services (desirable but not essential)

Why Join Us?

Vibrant Location: Modern, beautifully designed offices in Sydney’s CBD

Work-Life Balance: Enjoy one work-from-home day per week

Growth Culture: Be part of a collaborative, people-focused team that values initiative and development

Meaningful Work: Contribute to a company with a clear purpose and great values

Ready to grow your career with a firm that values both excellence and people?

Apply now and take the next step in your professional journey.