Executive Assistant/ Personal Assistant (Professional Services)

Are you an experienced Executive Assistant who thrives in a fast-paced, professional environment and enjoys being the person who keeps everything running smoothly?

Be the trusted right-hand support to a successful business owner and play a key role in the continued growth of a highly respected financial planning firm.

This is a rare opportunity to work directly alongside one of the firm's directors in a highly varied role that combines executive support, client service, practice management and operational coordination. No two days will be the same, and you'll have genuine opportunities to broaden your skills and grow your career as the business continues to expand.

The Opportunity

Working closely with the Director, you will become an integral part of the business, ensuring day-to-day operations run seamlessly while helping deliver an exceptional experience for clients and the wider team.

Your responsibilities will include:

• Managing the Director's busy calendar, appointments and competing priorities
• Coordinating meetings, travel arrangements and business commitments
• Managing emails, correspondence and follow-up actions
• Acting as the first point of contact for client enquiries via phone and email
• Preparing professional correspondence, reports, presentations, meeting agendas and minutes
• Supporting practice management and day-to-day business operations
• Assisting with process improvements and operational initiatives
• Coordinating client referrals and maintaining strong stakeholder relationships
• Providing confidential executive and personal support to the Director
• Assisting with ad hoc projects as the business continues to grow

About You

To succeed in this role, you will bring:

• 4+ years' experience as an Executive Assistant, Personal Assistant or in a similar senior administrative role
• Previous experience within a professional services environment (financial services experience highly regarded)
• Outstanding organisational and time management skills
• Exceptional written and verbal communication
• High attention to detail and the ability to maintain confidentiality
• The ability to juggle multiple priorities while remaining calm under pressure
• A proactive, solutions-focused approach with a willingness to take ownership
• Strong Microsoft Office skills and confidence learning new systems

What's on Offer?

• Work directly alongside an experienced and successful Director

• Genuine opportunities for professional development and career progression

• A varied role with exposure across executive support, operations and business management

• Office-based role with a supportive and collaborative team

• Company laptop and mobile phone provided

• Access to novated leasing options

• Regular team events, Christmas celebrations and Melbourne team trips

• Long-term career opportunity within a growing and well-established financial planning practice

Please send CV's to [email protected]