We’re not your typical corporate executives – and we don’t want a typical PA.
We’re a growing financial planning business with offices across Australia, and our Executive Team (CEO, COO, and Chief of Advice) are looking for an energetic, glass-half-full Personal Assistant to help keep them sharp, organised, and ahead of the game.
This role is all about balance: you’ll need to be confident and capable enough to manage complex executive priorities, but relaxed enough to laugh along the way.
What you’ll do
•Executive Support: Manage complex calendars, travel (domestic & international), and day-to-day priorities for the Executive Team.
•Meeting Management: Prepare agendas, briefings, minutes, and track action items to keep things moving.
•Confidential Administration: Handle sensitive correspondence, contracts, and documentation with discretion.
•Communication Control: Manage inboxes, triage emails, and ensure the right priorities get actioned.
•Cross-Functional Liaison: Be the central point of coordination between executives, teams, and stakeholders.
•Project Coordination: Support company initiatives across advice, operations, marketing, and M&A.
•Efficiency Optimisation: Spot opportunities to improve processes and keep the business running smoothly.
•Event Support: Coordinate logistics, events, payments, expenses, and reporting tasks.
•Expense Management: Manage all Executive expenses, reimbursements and be the point of contact for accounts.
What we’re looking for
•A master multitasker who thrives on variety and can juggle competing priorities with ease.
•Experience supporting executives (C-suite experience highly regarded).
•Strong organisational and communication skills with a knack for problem-solving.
•Tech-savvy and comfortable working remotely with executives across different locations.
•A positive, down-to-earth personality – we take our work seriously, but not ourselves.
Why join us?
You’ll be part of a values-led, people-first business where the executives you support are hands-on, approachable shareholders who genuinely love what they do (and the people they do it with). No rigid corporate suits here – just a collaborative team that’s growing fast and keen to bring someone along for the journey.
If you’re ready to help drive efficiency at the top level, learn quickly, and embrace new challenges with energy and optimism, we’d love to hear from you.
Apply now and bring your best to a team that’s anything but typical.