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.
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