Team Assistant | Financial Services – Property Investment

Join a dynamic and high-performing financial services firm specialising in property investment. This varied operations role offers the opportunity to support a close-knit team across a wide range of functions including administration, project coordination, marketing, onboarding, and business process improvement.

About the Role

As a Team Assistant, you’ll play a key role in keeping the business running smoothly by providing day-to-day operational and administrative support to the leadership and wider team. You’ll collaborate across departments and get involved in exciting business initiatives aimed at driving efficiency and growth.

Key Responsibilities Executive Support

• Manage meeting schedules and coordinate calendars
• Prepare, edit, and format professional documentation and presentations
• Assist in the preparation of reports and board papers
• Coordinate domestic travel bookings

Operations & Projects

• Support senior leaders with firm-wide initiatives including:
  
  • Technology upgrades
  • Strategic planning
  • Process improvement projects
  • Quality audits and reporting
  • Early-stage AI adoption and automation

Accounts & Finance

• Raise client invoices and manage follow-ups
• Process team expenses
• Assist with basic accounts payable tasks

Systems & Data Management

• Ensure data accuracy within internal systems
• Maintain workflow processes and document control
• Generate regular reporting as needed

Marketing & Events

• Coordinate internal and external events
• Assist with website updates and content creation
• Draft marketing content using Canva and AI tools

HR & Onboarding

• Coordinate new starter onboarding and system set-up
• Assist with team engagement activities and milestone celebrations
• Act as a central point of contact for internal support

About You You’re organised, tech-savvy, and proactive. You thrive in a professional, fast-paced environment and are confident communicating with a wide range of stakeholders. You bring a solutions-focused approach and a willingness to roll up your sleeves to get things done.

You’ll bring:

• Administration or coordination experience, ideally in financial or professional services
• Tech confidence and experience with modern systems and tools
• Excellent attention to detail and organisational skills
• A positive, team-first attitude with strong interpersonal skills
• Ability to manage competing priorities and adapt quickly to change

Why Join?

• Work in a supportive, collaborative team environment
• Get involved in strategic projects and business improvements
• Be part of a reputable financial services firm with a strong growth trajectory
• CBD-based office with flexible working options

How to Apply

Apply via the link or reach out for a confidential discussion:
Bridgette Meaden
bmeaden@sharpandcarter.com.au
0484 381 458