Job Title

Executive Assistant to Chief Executive OfficerJob Title: Executive Assistant to the CEOLocation: Sydney CBD, NSWCompany Overview:We are a leading wealth management practice for high-net-worth investors. Our company is dedicated to providing our clients with exclusive investment opportunities, typically restricted to ultra-high-net-worth individuals and institutional investors. Our tailored approach and expert advisory services have established us as a trusted partner in wealth management and investment strategies.Role Overview:We are seeking a highly organized, dynamic, and professional Executive Assistant to provide comprehensive support to our CEO and an esteemed advisor with a rapidly growing book of clients. This role is pivotal in ensuring efficient operations and exceptional service to our clients. The ideal candidate will possess a deep understanding of the unique demands of the finance and investment sectors and will contribute to our mission of delivering unparalleled investment opportunities to our clients.Key Responsibilities:Provide high-level executive support to the CEO, including managing schedules, coordinating meetings, and handling confidential correspondence.Assist an advisor in managing and nurturing client relationships, scheduling client meetings, and preparing presentation materials.Act as a liaison between the CEO, the advisor, and internal departments to ensure smooth communication and timely execution of tasks.Manage logistics for board meetings, investor presentations, and high-level executive forums, including venue selection, attendee management, and material preparation.Handle sensitive information with the highest degree of integrity and confidentiality.Contribute to the preparation of reports and analysis for internal and external stakeholders.Assist with special projects and perform additional duties as required to support the CEO and advisor, ensuring the highest level of efficiency and service to our clients.Qualifications:Bachelor''s degree in Business Administration, Finance, or a related field.Proven experience as an Executive Assistant, preferably within the finance or wealth management sectors.Exceptional organizational skills and attention to detail.Strong communication and interpersonal skills, with the ability to interact with high-level executives and clients.Proficiency in MS Office and experience with financial management software.Ability to handle confidential information with discretion.Demonstrated ability to prioritize tasks, meet deadlines, and work independently.A commitment to excellence and a passion for the finance industry.What We Offer:A competitive salary package commensurate with experience.Opportunities for professional development and career advancement within the company.Access to exclusive investment opportunities and insights.A dynamic and supportive work environment where your contributions are valued and recognized.Application Process:Please submit your resume, along with a cover letter detailing your interest and suitability for the role. We thank all applicants for their interest; however, only those selected for an interview will be contacted.Join us in shaping the future of wealth management. Apply today to become a key player in our journey towards excellence. #J-18808-Ljbffr