Sydney
Wealth Management
Contract or TemporaryOur 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.