Coastal Advisory Australia is a rapidly growing financial advice business with a strong national presence across four states. We are committed to delivering tailored financial planning and strategic advice, supported by a vibrant, friendly team and a collaborative workplace culture. At CAA, we value initiative, professionalism, and a positive approach to supporting our leadership and broader business activities.
The Opportunity
We are seeking an experienced and proactive Personal Assistant to support key members of our executive team including the CEO, COO and Chief Advice Officer. This role is based in our Erina office (NSW Central Coast) and offers the opportunity to work in a fast-paced environment with real scope for development and growth.
The successful candidate will be highly organised, adaptable, and confident managing competing priorities. You will enjoy working with senior stakeholders, take ownership of tasks, and thrive in a dynamic corporate setting.
What You Will Bring
Skills & Attributes
* Highly organised: Able to manage complex calendars, events and priorities with professionalism and precision.
* Strong communicator: Excellent written and verbal communication skills with the ability to build rapport across all levels of the organisation.
* Proactive problem-solver: Anticipates needs, identifies opportunities to improve processes and adds value rather than waiting for direction.
* Team-oriented: Works collaboratively in a friendly, supportive and fast-moving environment.
* Attention to detail: Produces work that is accurate, polished and reflects high standards.
* Confident under pressure: Maintains composure and efficiency when priorities shift or timeframes tighten.
* Discreet and professional: Handles confidential information with integrity and trustworthiness.
* Tech-savvy: Comfortable using Microsoft Office (Outlook, Word, Excel, PowerPoint) and workplace tools such as SharePoint and Planner.
What We're Looking For
* Proven experience as a Personal Assistant or senior administrative professional.
* Demonstrated experience supporting senior leaders in a large or complex organisation.
* Ability to coordinate across teams and work independently while exercising initiative.
* Experience managing executive travel arrangements and complex calendars preferred.
* A positive, 'can-do' attitude, with the willingness to learn and develop new skills.
Why You'll Love Working Here
* Growth & Development: CAA is expanding rapidly — there's clear opportunity for progression and broader experience.
* Collaborative Culture: Be part of a vibrant, friendly team who support each other and celebrate success.
* Meaningful Impact: Provide pivotal support that enables our leaders to drive business outcomes.
* Stability + Growth: Join a strong and growing national business with presence in 4 states.
How to Apply
If you are an organised, proactive administrative professional looking for your next challenge, we want to hear from you!
Please apply via Seek with your resume and a cover letter outlining your relevant experience and suitability for the role.
For more information about us, visit: www.coastaladvisory.com.au/
Role Type
Pay Rate
70000 AUD – 95000 AUD (Annum)
Company Overview
At Coastal Advisory Australia, we're the financial advisers for people who are all in on life. For those chasing big goals, taking clever risks and refusing to look back with regret. We don't just help people save or invest. We help them plan everything with purpose, so their money fuels the life they want and works as hard as they have. We achieve this by delivering personalised strategies that help our clients move towards their aspirations with confidence, clarity and courage.
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