About CFA Society Australia
CFA Society Australia is the professional membership body representing around 3,500 investment management professionals across Australia. With chapters based in Brisbane, Melbourne, Perth, and Sydney, CFA Society Australia represents the global CFA Institute in the Australian market.
The society aims to lead the investment profession in Australia by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.
The CFA Society Australia culture statement contains four values that guide how we work: Trust, Respect, Inclusion, Ambition.
About the Role
We are seeking an experienced and highly organised office manager to enhance organisational efficiency and support our CEO, Board, and governance bodies.
The ideal candidate is a proactive problem-solver with a keen eye for detail and a passion for operational excellence.
Main Responsibilities
Administration Support
* Schedule and coordinate virtual and in-person meetings, including travel, venues, and catering.
* Prepare and format business reports, PowerPoint presentations, and board papers.
* Organise team planning workshops, including logistics, materials, and follow-ups.
Operations Management
* Manage and oversee key programs, including scholarships, education and training partnerships, CPD recognition, and membership applications.
* Develop, document, and implement efficient processes for program management.
* Maintain key organisational registers (contracts, gifts, assets, licences, and subscriptions).
* Ensure timely policy reviews and organisational insurance renewals.
IT & Systems Management
* Act as the primary liaison with the IT provider, managing staff hardware and system access.
* Oversee SharePoint structure and user access.
* Manage accounts payable and receivable, supplier invoicing, and expense reconciliations.
* Liaise with the external bookkeeper and ensure financial reports are delivered on time.
* Support the CEO in annual budgeting, including coordination, data collection, and approvals.
* Document accounting processes for a comprehensive user manual.
About You
Required skills and experience:
* Minimum of 5 years experience in a similar role.
* Proven experience in office management, operations, or administration.
* Strong organisational and project management skills with attention to detail.
* Excellent written and verbal communication skills.
* Experience with IT systems, including CRM (preferably Salesforce) and Microsoft Office Suite.
* Ability to design and implement efficient, repeatable processes.
* Experience managing external contractors and suppliers.
* Proactive, resourceful, and able to work independently in a remote setting.
* Experience in a membership association or knowledge of education/training, advocacy, or the investment management industry.
* Familiarity with financial administration and bookkeeping processes.
Why Join Us?
* Be part of a mission-driven organisation shaping the investment profession in Australia.
* Work in a flexible, remote environment with a supportive and collaborative team.
* Enjoy a role where you can make a tangible impact on operations and member services.