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Team Assistant – Corporate Finance (5 hours a day/ 5 days a week)

Written by Anton Murray Consulting on .

Location: Sydney

Salary description: AUD $70k including super (pro rata)

  • $50-100k AUD Equivalent
  • Permanent
  • 3 to 7 years of experience

Our client is a leading Australian broker seeking a team assistant to support their corporate finance team 5 hours a day, 5 days a week – 25 hours a week total. Prior EA, TA or PA experience within financial services required.


  • Diary Management – schedule and manage logistics of meetings/conference calls for the team
  • Travel Management – organise flights and accommodation for the team, and reschedule as required
  • Preparation of presentation/pitch materials using PowerPoint
  • Ad-hoc production of reports / basic data analysis (MS Excel)
  • Copying and binding large confidential documents and pitches
  • Ensure all the data within all documentation prepared is accurate.
  • Secretarial assistance to the Corporate Finance team in Sydney and Brisbane.
  • Assistance with events for the department.
  • Act as a first point of contact for clients, respond to general client queries, generate client correspondence and screen calls as required.
  • Update Contacts and maintain departmental records
  • Oversee the Third Party Transaction process
  • Reconcile corporate credit card expenses and other expenses generated by the team.
  • Attend to other ad-hoc office requests concerning the Corporate Finance team.
  • Understand back office processes and systems

Required experience/ knowledge:

  • Team Assistant / Personal assistant / Executive assistant experience in the financial service industry required – Corporate Finance experience highly desirable
  • Strong Microsoft application knowledge (Word, Excel and Outlook) with excellent PowerPoint skills
  • Meticulous attention to detail
  • Well-developed interpersonal skills to effectively liaise with senior stakeholders & clients.
  • Ability to prioritise workload, work autonomously and be proactive
  • Confident communicator – verbally and written
  • Ability to work in a busy corporate environment
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