Administrative Assistant

Administrative Assistant

Job Title: Administrative Assistant
Contract Type: Permanent
Location: NSW
Reference: 1183196
Contact Name: Charlie Anne Burgoyne
Contact Email:
Job Published: November 23, 2021 15:15

Job Description

About Them

An extraordinary boutique Wealth Planning company that strives to empower financial decisions through understanding what clients most value for their lifestyle. Their unique approach to breaking stereotype's surrounding wealth creation is unapparelled to any other firm in Sydney. They pride themselves on helping their clients achieve their individual wealth goals through deeper understanding of people’s individual motivations and desired outcomes. 

Day to Day  

You will be assisting the advisors in day-to-day office tasks and will be supporting them with daily duties whilst delivering high customer service to their high-net-worth clients.
The main roles and responsibilities of this position will include the following:
  • Basic admin duties.
  • Data entry.
  • Diary management.
  • Help schedule zoom meetings.
  • Office duties.
  • Meeting and greeting clients

 You’ll Need

We would love to talk with candidates who have proven experience working as an Administrative Assistant ideally within the financial Sector however previous experience in other sectors may be considered. You will also be able to demonstrate experience by having:        
  • Excellent communication and customer service skills
  • Can do attitude
  • Experience in Microsoft Excel preferred but not essential
  • Diary management experience preferred but not essential
  • Experience in a high pressured, high demanding office environment
  • Can easily travel to Double Bay
  • Be fully vaccinated
Please send your resume to
Please ensure ALL resumes are sent in WORD FORMAT ONLY.
Successful applications will be contacted by phone.

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