Wealth Management
Contract or Temporary

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.

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