At Vie Finance & Insurance, we redefine possibilities by empowering clients with integrated finance and insurance services. Engaging with over 60 institutions, we help clients achieve their long-term goals with ease and confidence.
Our locally owned offices throughout Tasmania and Queensland provide transparent, innovative support, simplifying the complex and eliminating stress. Through our commitment to client-centricity, integrity, and excellence, we provide comprehensive guidance and support at every stage of life.
The Role
As a Personal Assistant at Vie Finance & Insurance, you will play a critical role in supporting the Franchise Principal and broader team to operate at a high level, ensuring the smooth and effective day-to-day running of the office.
You will act as a key point of contact across the business, managing schedules, communications, and documentation, while supporting both team members and clients with professionalism and attention to detail.
Working in a fast-paced, high-performing environment, you'll bring a proactive mindset, anticipate needs before they arise, and take ownership of keeping the business organised, responsive, and client-focused.
Employment type:
This position is ideally full-time; however, some flexibility around working hours may be considered for the right applicant.
Key Responsibilities
Provide high-level administrative and organisational support to the Franchise Principal and wider team.
Manage diaries, appointments, and internal planning schedules to ensure efficient use of time.
Act as a central coordination point between the Franchise Principal, team members,



clients, and external stakeholders.
Manage incoming calls, emails, and enquiries - responding where appropriate and directing efficiently.
Welcome clients and visitors, ensuring a professional and seamless front-of-house experience.
Prepare and collate documentation including client packs, meeting materials, and internal documents.
Assist with invoicing and administrative processes within Xero.
Support internal projects and continuous improvement initiatives across the business.
Support the Property Finance team with post-approval processes, including:
Liaising with clients, lenders, and solicitors
Preparing and managing documentation
Maintaining accurate records across internal systems and third-party platforms
Assist with invoicing and administrative processes within Xero.
Qualifications & Experience
Cert III or higher in Business or related discipline or equivalent proven experience.
2+ years' experience in an administrative or office support role (preferred).
Strong organisational and time-management skills, with the ability to manage multiple priorities.
Excellent written and verbal communication skills.
High attention to detail and accuracy across all tasks.
Proficiency in Microsoft 365 (Word, Outlook, Excel) and general systems.
Experience with Xero or similar platforms (desirable).
A proactive, solutions-focused mindset with the ability to anticipate needs.
Professional, confident, and client-focused approach.
Ability to handle confidential information with discretion and integrity.
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📌 Personal Assistant | Vie Burnie
🏢 Vie Financial Pty
📍 Burnie