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 environment
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
Team-oriented and skilled working environment
Exposure to high-net-worth clients and sophisticated advisory services
Ongoing learning and development opportunities
Competitive salary package and employee perks
Flexible, hybrid working pattern
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📌 Ea / Team Assistant (New South Wales)
🏢 Rashi Joshi
📍 New South Wales