Our client is a well established, highly regarded wealth management firm in the Sydney CBD, working with high net worth families, individuals and business owners. Built over 15 years on strong referrals and genuine client relationships, the business is now entering an exciting new chapter, including a rebrand, a recent AFSL, acquisitions and a real push into AI enabled ways of working.

The CEO wears a lot of hats: advising clients, mentoring the team, running operations, and shaping where the business goes next. They need a highly capable right hand who can take real ownership of the details, someone just as comfortable pulling together a board ready report as they are sorting a diary clash or picking up a personal errand.

What You Will Be Doing

- Managing the CEO's diary and inbox, turning it into a clear weekly plan
- Building and maintaining business and adviser performance reporting
- Preparing presentations for leadership and client meetings
- Supporting HR, onboarding and performance reviews
- Organizing the annual conference, team events and client events




- Helping introduce and embed AI tools across the business
- Managing suppliers, contracts and day to day office needs

What You Will Bring

- Experience as an EA, business support or operations lead, ideally in financial or professional services
- Ideally have a financial advice background
- Passion for operations and efficiencies
- Strong organizational skills and the ability to stay calm under pressure
- Confidence preparing board and client ready materials
- A genuine interest in AI and technology, and a willingness to help drive its adoption
- Discretion and sound judgement with confidential information

What Is On Offer

- A seat close to the center of a growing, ambitious business
- Direct exposure to and support from senior leadership
- Genuine variety, no two days the same
- A close knit, high performing team in a boutique CBD office
- A strong culture and a great place to actually enjoy coming to work

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📌 Practice Manager / EA - Financial Planning (New South Wales)
🏢 Cartwright Jones
📍 New South Wales