Personal Assistant

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 cl...