Are you an experienced administrator from financial services or professional services ready to step into a role with greater exposure, responsibility and long‐term career potential?
My client is a medium sized award‐winning, independent wealth management and financial advice firm based in Melbourne's city fringe. As a purpose‐led organisation and premium brand in their industry, they are committed to excellence, professionalism and delivering outstanding outcomes for their clients. They are seeking a highly capable Personal Assistant to support their Wealth Advisers.
This role offers genuine career development, close collaboration with senior professionals and exposure to a high‐performing private wealth environment.
Key Responsibilities
* Manage diaries for Wealth Advisers, prioritising appointments and ensuring optimal time management across client meetings, strategy sessions and internal commitments.
* Coordinate new and existing client review meetings, including preparing documentation, boardroom set‐up and technology requirements.
* Prepare, proofread and format client reports, Statements of Advice, presentations and correspondence to a high professional standard.
* Oversee travel arrangements, expense management, incoming communications and CRM updates to ensure seamless day‐to‐day operations.
* Maintain accurate electronic filing, manage document workflows and contribute to continuous improvement of systems and administrative processes.
About You
* Proven experience providing executive or Senior administrative support within financial services, or a professional services environment.
* Strong organisational skills with the ability to manage multiple competing priorities while maintaining accuracy and attention to detail.
* Excellent written and verbal communication skills, with confidence preparing client‐facing documentation.
* High level of discretion, professionalism and integrity when handling confidential client information.
* Proactive, adaptable, polished and motivated to build a long‐term career within a respected and growing firm.
What's in It for You
* Direct exposure to senior Wealth Advisers and leadership, providing insight into high‐level client strategy and decision‐making.
* The opportunity to deepen your knowledge within financial services.
* A collaborative, values‐driven culture that recognises professionalism and initiative.
* A stable, well‐established organisation with a strong reputation in the Melbourne market.
If this role sounds like the role for you please APPLY NOW!
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