Welcome to the fast-paced, high-growth entrepreneurial role you have been searching for. Your role will be to ensure the visionary of the firm is freed up to drive the growth, while your role ensures every moment that;

Client service is exceptional and world class.

All meetings are organised and meticulously planned.

The calendar is busy but well thought out with time for clarity.

Attention to detail and client service is what you get excited about and mean it.

You get what it takes and want to smash your role out of the park every day.

You can work with a team and drive culture.

You hold others accountable if they are not on board or not accountable.

Candidates must have experience in calendar management, phone handling, document preparation, travel coordination, and client communication.

Minimum of 5+ years of secretarial or administrative experience is required, ideally in a wealth management, investment management, or financial planning firm.

Proficiency in Microsoft Office, CRM software, email platforms, and accounting software is essential or be a quick learner.

Australian work rights are required for this position.

Our firm has high growth plans, and the Managing Director is fast-paced, this will be a fun role, but also challenging. You will need to be assertive, confident and a self starter who does not need to wait for instructions but gets on with it.

Are you up for the fun, hard work and success?

Here are our core values;

Leadership

- Be uncomfortable with the status quo, drive to be better than we were yesterday - Be innovative and continuously learn - Values come first in all decisions, including profit - Be motivated to make the team & work environment a better place - Lead by example

Personal

- Genuinely wants to learn about and be interested in the lives of our clients and colleagues - Build relationships beyond work - Deliver a world-class and customised client experience - We are friendly, supportive, genuine and empathetic

Team Player

- Maintain open and honest communication - Accept responsibility and be accountable - Be supportive and adaptable to assist colleagues when needed - We listen, learn to cooperate and find a way to work together - We see all team members as equal contributors to discussions and ideas - Work and life are an intermingling necessity

Apply in confidence, direct to the managing director [email protected]