Cresciamo Capital is an independent private investment office and wealth management firm based in Sydney, serving multi-generational family and institutional capital.
We are seeking a highly capable and entrepreneurial Administrative Assistant to support the day-to-day running of the firm. This is a dynamic, multi-faceted role suited to someone who thrives in a growing business, enjoys variety, and is comfortable wearing multiple hats.
You will work closely with the principals of the firm and play a central role across client communication, marketing support, office coordination, and external stakeholder management.
The Role
Your responsibilities will span a broad range of activities, including:
Client & External Communication
Acting as a key point of contact for clients and external stakeholders
Speaking with clients, fund managers, and service providers daily via phone and email
Coordinating information flow between advisers, clients, and third parties
Managing follow-ups and ensuring matters are handled efficiently and professionally
Marketing & Business Development Support
Assisting in the creation and refinement of marketing materials and presentations
Helping prepare client communications and firm updates
Supporting brand consistency across documents and materials
Assisting with business development initiatives as required
Events & Relationship Management
Assisting in the coordination and execution of client events
Liaising with venues and external providers
Supporting logistics, invitations, and follow-up communication
Office & Operational Support
Supporting the day-to-day running of the office
Managing documentation, record-keeping, and general administrative tasks
Assisting with workflow coordination and task management
Helping build and improve processes as the firm grows
About You
You will ideally have:
1-3 years' experience in financial services, professional services, or a client-facing administrative role
Confidence speaking with clients and senior external stakeholders on the phone
Strong written communication skills and attention to detail
The ability to manage multiple tasks and shifting priorities
A proactive, entrepreneurial mindset
Comfort working in a small, growing business environment
Strong competency in Microsoft Office (PowerPoint, Word, Excel)
An interest in investments and financial markets is advantageous but not essential.
This role is well suited to someone who enjoys responsibility, takes initiative, and wants to grow alongside a developing firm rather than operate within a rigid corporate structure.