N-828 | Personal Assistant | Financial Advisory | Syd

N-828 | Personal Assistant | Financial Advisory | Syd

01 Jun

01 Jun



Personal Assistant | Financial Advisory | Syd

Date: 02-Jun-2021 Location:

Sydney, NSW, AU

#job-location.job-location-inline { display: inline; } Department: Description:

We are seeking a Personal Assistant to join our Financial Advisory team in Sydney. This is an opportunity to join a fast paced, dynamic part of the business.

About the Role

You will perform a pivotal role within the Financial Advisory business by ensuring your three to four Partners are provided a first class support. This will involve managing their busy diaries, preparing for their meetings and making sure they get where they need to be, when they need to be there! 

What you will be involved in:

- Providing diary management support for three to four Partners,

- Organising client functions and events – invites, sourcing venues, catering etc,

- Organising travel and accommodation arrangements,

- Processing Monthly expense claims,

- Taking ownership and responsibility for national programs – sending regular communications and updates to the national team, updating database, sending out client packs and membership information,

- Assisting with presentations and client marketing strategies/plans, and

- Ad-hoc support tasks as required by team.

About You

To be successful in this role, you will have a strong "can-do" work ethic, and will thrive in a fast-paced environment. You will demonstrate a high level of initiative, drive and enjoy participating in team initiatives or projects. 

You will have the ability to establish strong working relationships with both internal and external stakeholders. This is an autonomous role which will allow you to pre-empt your Partner’s needs and take the required action. Finally, it is essential that you are able to manage your time effectively and have the ability to work to meet tight deadlines.

The original job offer can be found in Kit Job:

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