Job Description
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, solid values, and a commitment to professional excellence.
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Please note: You must be an Australian citizen, Permanent Resident, or hold full working rights with no restrictions to apply
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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.
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Key responsibilities include:
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Complex diary and inbox management for a senior adviser
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Coordinating internal and client meetings, including scheduling, room bookings, agendas and follow-up actions
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Preparing presentations, reports, meeting papers and client documentation
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Organising domestic and international travel, accommodation and expense management
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Providing executive support to assist with business priorities and stakeholder coordination
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Supporting client relationship management through timely follow-up and administrative assistance
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Coordinating team meetings, action registers and ongoing business initiatives
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Planning and delivering client and team events,



from logistics through to post-event follow-up
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Liaising with internal teams to support business development and client engagement activities
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Assisting with project coordination and process improvement initiatives
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Providing broader administrative support to the advisory team when required
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What you'll need to succeed
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Previous experience as an Executive Assistant, Administrative Business Partner or senior administrative professional supporting senior stakeholders
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Exceptional organisational skills with the ability to manage multiple priorities in a fast-paced environment
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Strong attention to detail and commitment to delivering high-quality work
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Excellent written and verbal communication skills
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A proactive, solutions-focused approach with strong judgement and discretion
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Advanced Microsoft Office skills, including Word, Excel and PowerPoint
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Experience using AI and digital productivity tools to improve efficiency
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Financial services, wealth management or professional services experience will be highly regarded
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What you'll get in return
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Opportunity to work closely with senior leadership in a high-performing team
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Collaborative and professional working environment
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Exposure to high-net-worth clients and sophisticated advisory services
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Ongoing learning and development opportunities
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Competitive salary package and employee benefits
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Flexible, hybrid working pattern
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📌 Ea / Team Assistant (New South Wales)
🏢 Rashi Joshi
📍 New South Wales