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 applyYour current 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 adviserCoordinating internal and client meetings, including scheduling, room bookings, agendas and follow-up actionsPreparing presentations, reports, meeting papers and client documentationOrganising domestic and international travel, accommodation and expense managementProviding executive support to assist with business priorities and stakeholder coordinationSupporting client relationship management through timely follow-up and administrative assistanceCoordinating team meetings,



action registers and ongoing business initiativesPlanning and delivering client and team events, from logistics through to post-event follow-upLiaising with internal teams to support business development and client engagement activitiesAssisting with project coordination and process improvement initiativesProviding broader administrative support to the advisory team when requiredWhat you'll need to succeedPrevious experience as an Executive Assistant, Administrative Business Partner or senior administrative professional supporting senior stakeholdersExceptional organisational skills with the ability to manage multiple priorities in a fast-paced environmentStrong attention to detail and commitment to delivering high-quality workExcellent written and verbal communication skillsA proactive, solutions-focused approach with strong judgement and discretionAdvanced Microsoft Office skills, including Word, Excel and PowerPointExperience using AI and digital productivity tools to improve efficiencyFinancial services, wealth management or professional services experience will be highly regardedWhat you'll get in returnOpportunity to work closely with senior leadership in a high-performing teamCollaborative and professional working environmentExposure to high-net-worth clients and sophisticated advisory servicesOngoing learning and development opportunitiesCompetitive salary package and employee benefitsFlexible, hybrid working pattern
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📌 Ea / Team Assistant (New South Wales)
🏢 Rashi Joshi
📍 New South Wales