Executive Assistant – Investment Firm

Company Overview

Our clients firm was established with a passion for providing leading investment solutions that are designed to meet the specific needs of their clients.

Role Overview
In this position, the successful candidate will hold the following responsibilities:

  • Provide administrative support and assistance for team members
  • Organisation, preparation and follow-up of client meetings
  • Office management, liaising with relevant internal stakeholders and external organisations
  • Continuous maintenance of client information through our CRM tool (Siebel)
  • Coordination of diaries and agendas
  • Preparation of presentations material for marketing purposes
  • Expense filing for team members
  • General administrative duties (telephone service, mailings, courier services)
  • Assistance with travel logistics, visa preparation, flights and accommodation

Skills & Experience

Our client is looking for a reliable, service oriented and entrepreneurial person, with the following skills: 

  • Confident and comfortable communicating in a timely and relevant manner across teams
  • Excellent interpersonal skills, an ability to manage expectations of the business
  • Proactive hands on approach; working creatively and independently in a challenging and fast-paced environment
  • Delivery focused with a high level of attention to detail
  • An ability to assess problems quickly and provide effective, innovative solutions with confidence
  • Previous experience in a financial or professional services organization is preferred but not essential
  • Excellent level of business English and strong verbal and written communication skills
  • Willingness to work to tight deadlines in a challenging environment, remain calm under pressure and
  • Proficiency in Microsoft Office, PowerPoint, intermediate with Excel

What’s on Offer

Work for a leading exclusive Boutique Investment Firm offering EA Opportunities with a Competitive Salary, $65K to $95K + Super + Bonus. 

Click on the ‘APPLY’ button or contact Anthony Ayoub on +61 2 9240 6315 or +61 424 544 394 

Executive Assistant - Investment Firm

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