Are you an experienced administrator from financial services or professional services ready to step into a role with greater exposure, responsibility and long-term career potential?

My client is a medium sized award-winning, independent wealth management and financial advice firm based in Melbourne's city fringe. As a purpose-led organisation and premium brand in their industry, they are committed to excellence, professionalism and delivering outstanding outcomes for their clients. They are seeking a highly capable Personal Assistant to support their Wealth Advisers. 

This role offers genuine career development, close collaboration with senior professionals and exposure to a high-performing private wealth environment.


Key Responsibilities

• Manage  diaries for Wealth Advisers, prioritising appointments and ensuring optimal time management across client meetings, strategy sessions and internal commitments.
• Coordinate new and existing client review meetings, including preparing documentation, boardroom setup and technology requirements.
• Prepare, proofread and format client reports, Statements of Advice, presentations and correspondence to a high professional standard.
• Oversee travel arrangements, expense management, incoming communications and CRM updates to ensure seamless day-to-day operations.
• Maintain accurate electronic filing, manage document workflows and contribute to continuous improvement of systems and administrative processes.

About You

• Proven experience providing executive or Senior administrative support within financial services, or a professional services environment.
• Strong organisational skills with the ability to manage multiple competing priorities while maintaining accuracy and attention to detail.
• Excellent written and verbal communication skills, with confidence preparing client-facing documentation.
• High level of discretion, professionalism and integrity when handling confidential client information.
• Proactive, adaptable, polished and motivated to build a long-term career within a respected and growing firm.

What’s in It for You

• Direct exposure to senior Wealth Advisers and leadership, providing insight into high-level client strategy and decision-making.
• The opportunity to deepen your knowledge within financial services.
• A collaborative, values-driven culture that recognises professionalism and initiative.
• A stable, well-established organisation with a strong reputation in the Melbourne market.

If this role sounds like the role for you please APPLY NOW!