Position Summary

We are looking for a highly organized and detail-oriented Executive Assistant to provide first-class support to our Executive Team.

The ideal candidate will be a proactive and efficient professional with exceptional communication and multitasking skills. This role requires a high level of discretion, as the Executive Assistant will be privy to sensitive and confidential information.

In this diverse role, you will work in collaboration with our Executive Office to support the Chief Strategy Officer, Chief Operational Officer, VP Operations, and other team members, learning the needs of various stakeholders while providing a high level of administrative and operational assistance.

The location of this role will be a hybrid work schedule based.


Key Accountabilities


Coordinating travel arrangements including flights, accommodation, and transportation.

Tracking, reading, and analyzing incoming email and correspondence. Preparing correspondence that is sometimes complex and/or confidential.

Accurate and timely reconciliation of expense reports.

Providing backup support and vacation coverage to other Executive Assistants.


Experience And Qualifications

Exposure to the financial planning and investment services industries is preferred(not necessary) .

Project management skills, along with proficiency in Microsoft Office (Outlook, Teams, PowerPoint, Word, and Excel) and strong understanding of modern technology

You are legally eligible to work in Australia for any employer.

Contact us directly @ d.plankfam@gmail.com to submit your CV\Resume.