Summary

Garnaut Private Wealth Pty Ltd is a leading independent boutique financial services firm providing holistic advice and solutions to wealthy individuals, their families and associated entities.

The team is collaborative, client-focused, and committed to maintaining the highest professional standards while delivering exceptional service and outcomes.

The Office Manager will play a pivotal role in supporting the firm’s leadership and advisory teams by ensuring the seamless operation of all office functions. You will oversee administrative systems, coordinate resources, and provide operational leadership to enable the firm to deliver on its client commitments with precision and efficiency.

You’ll be part of a high-performing professional services team, working across multiple disciplines including investments, accounting, tax, insurance, lending, superannuation, and estate planning, with exposure to both hands-on operational management and strategic business support.

Role Overview

The Office Manager is responsible for organising, coordinating, and overseeing the day-to-day functions and resources of the office to ensure efficiency, compliance, and high service standards. This role manages administrative systems, office personnel, and business operations while supporting strategic and operational objectives. The position requires strong organisational, leadership, and problem-solving skills to facilitate smooth operations and deliver continuous improvements.

Key responsibilities will include:

Oversee and coordinate daily office operations to ensure efficiency.

Collaborate with senior executives, department managers and stakeholders to facilitate smooth operations.

Coordinate business improvement projects such as technology or system upgrades.

Oversee facilities, equipment, and technology resources to maintain optimal operational.

Handling and assigning new applications for units in managed investment trusts and ensuring AML/CTF requirements are met.

Maintaining client register.

Preparing monthly distributions, ABA payment files, annual tax statement.

Dealing with international withholding tax.

A strong desire to learn new skills and grow professionally.

Preferred Qualifications

Office Manager and Corporate Administration Experience – 2 plus years’ experience as a dedicated office manager with highly developed client services and communication skills. Previous experience as an office manager, corporate receptionist, client services in financial services will be highly regarded.

Microsoft Skills- highly organised and methodical in creating and maintaining key information, keeping meticulous records, to follow up other parties and keeping track of multiple projects and tasks at once. Must be proficient to apply word processing, including mail merge for e-mail, spreadsheet as a calculating database and similar functions in Excel & Word.

Communication & Interpersonal Skills – ability to communicate by telephone in a professional manner and works well with others to negotiate positive outcomes.

Reliability – able to carry out tasks, in accordance with a set process, with consistent attention to detail.

Initiative and Accountability – takes responsibility for actions, accepts delegation, implements work plan and recognises barriers and finds effective ways to deal with them.

Candidate Skills

We’re seeking an organised and proactive Office Manager who thrives in a dynamic, fast-paced environment. You’ll have a keen eye for detail, a high level of initiative, and the ability to manage competing priorities with confidence and professionalism.

You’ll be comfortable working independently while also collaborating closely with colleagues across the business. Strong interpersonal and communication skills are essential, along with the ability to problem-solve, think strategically, and drive improvements in office systems and processes.

This role will suit someone who enjoys both the hands-on coordination of day-to-day office operations and the strategic oversight of resources, people, and processes to ensure the smooth running of the business.

Team

Garnaut Private Wealth is a boutique, full-service financial advisory firm specialising in providing holistic financial advice to high-net-worth individuals, families, businesses, and charities. You’ll be joining a collaborative team of experienced professionals who bring deep expertise across investments, accounting, tax, insurance, loan arrangements, superannuation, and estate planning. We value accountability, initiative, and precision, and operate in an environment where high standards are the norm.

We look forward to welcoming a motivated and capable Office Manager to help support our continued success and ensure the seamless operation of our business.