Your new company An established private wealth and advisory firm is seeking an experienced EA / Team Assistant to support a senior adviser within a high-performing client-facing team. Renowned for delivering tailored wealth solutions to high-net-worth clients, the organisation offers a collaborative culture, strong values, and a commitment to professional excellence.

Please note: You must be an Australian citizen, Permanent Resident, or hold full working rights with no restrictions to apply

Your new role This is a varied position combining traditional EA responsibilities with broader associate administration and team support. As the EA / Team Assistant, you will act as a trusted partner to a senior adviser, you will manage priorities, coordinate business activities, and ensure the smooth running of client and team engagements.

Key responsibilities include:

- Complex diary and inbox management for a senior adviser
- Coordinating internal and client meetings, including scheduling, room bookings, agendas and follow-up actions
- Preparing presentations, reports, meeting papers and client documentation
- Organising domestic and international travel, accommodation and expense management
- Providing executive support to assist with business priorities and stakeholder coordination
- Supporting client relationship management through timely follow-up and administrative assistance
- Coordinating team meetings, action registers and ongoing business initiatives
- Planning and delivering client and team events,



from logistics through to post-event follow-up
- Liaising with internal teams to support business development and client engagement activities
- Assisting with project coordination and process improvement initiatives
- Providing broader administrative support to the advisory team when required

What you’ll need to succeed

- Previous experience as an Executive Assistant, Administrative Business Partner or senior administrative professional supporting senior stakeholders
- Exceptional organisational skills with the ability to manage multiple priorities in a fast-paced workplace
- Strong attention to detail and commitment to delivering high-quality work
- Excellent written and verbal communication skills
- A proactive, solutions-focused approach with strong judgement and discretion
- Advanced Microsoft Office skills, including Word, Excel and PowerPoint
- Experience using AI and digital productivity tools to improve efficiency
- Financial services, wealth management or professional services experience will be highly regarded

What you’ll get in return

- Opportunity to work closely with senior leadership in a high-performing team
- Cooperative and professional working environment
- Exposure to high-net-worth clients and sophisticated advisory services
- Ongoing learning and development opportunities
- Competitive salary package and employee benefits
- Adaptable, hybrid working pattern

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📌 EA / Team Assistant (City of Sydney)
🏢 Rashi Joshi
📍 City of Sydney