Executive Assistant

Written by Anton Murray Consulting Consulting on .

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Location: Sydney

Salary description: Dependent on experience

  • $50-100k AUD Equivalent
  • Contract or Temporary
  • 3 to 7 years of experience

Our client is seeking an Executive Assistant to provide support to the senior management staff within their Wealth Management business in Sydney on a 12-month maternity cover contract.

Key Accountabilities:

  • Diary management
  • Expense management (Concur)
  • Coordinate travel arrangements and prepare itineraries
  • Answer incoming calls
  • Assist with the preparation of information, presentations, statistical data etc
  • Archiving / filing / scanning
  • Coordinate schedule for visitors
  • Organise and attend BU meetings and take minutes – includes the Weekly Management Meetings and executive board meetings
  • Organise BU events and functions, as required
  • Update databases and phone lists
  • Collating and dispatching documents
  • Processing invoices and gaining appropriate sign off
  • Coordinate legal document execution
  • Raising EnC’s for expense management approval

Key Competencies and Skills:

  • Excellent customer service skills and telephone manner
  • Maintain client relationships
  • Achieves BU efficiency
  • Advanced in Microsoft Word, Excel and PowerPoint
  • Well-developed skills using databases
  • Previous experience using Concur
  • Understanding of compliance and legal requirements of the business
  • Initiate improvements and make suggestions around BU systems and workflow procedures

The ideal candidate will have experience in a similar role, providing quality support to senior management with an understanding of the wealth management and financial planning industries. Experience using Concur is also highly desirable for this position.

Contact Us in Sydney


Phone:+61 2 8246 8900

Hiring Staff: hire@antonmurray.com

Seeking Work: apply@antonmurray.com

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