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Executive/personal Assistant to Hnwi

4 months ago


Melbourne, Victoria, Australia Altitude EA Full time
Posted date 26 May 202- LocationMelbourne

  • Contract Type Permanent
  • SalaryTO $140K PLUS SUPER NEG
  • Discipline High Net Worth Individuals
  • Contact NameAnastasia Kelly

Executive/Personal assistant to HNWI

Port Melbourne

Permanent, full time

In office role with some WFH 3/2

Salary up to $140k plus super

About the employer


This HNWI with a family office located in Port Melbourne, has built their reputation within the property and investments industry.

As with many operators in the private investment space, this leader is fast-paced and dynamic in nature. With a small team and flat structure, the close-knit culture provides for autonomy and a variety of responsibilities.

Offering some flexibility in working arrangements, this kind and fair leader is seeking an experienced and proficient Executive/Personal Assistant for an immediate start.


About the position


Within this busy and ever-changing environment, you will provide exceptional administrative and support services to this HNWI in managing their private affairs and assisting their family office team.

With a reputation for being a self-motivated team member and intuitive communicator, you are well prepared to anticipate needs and deliver on defined outcomes.

Your impeccable trustworthiness, and respect for confidential matters will come to the fore in this position, as you support your leader in all of their business and personal concerns.


Through your previous experience working with entrepreneurs or HNWIs, you will be able to calmly and tactfully navigate the various demands of supporting this in-demand and energetic executive.

Your innate skills in filling the gaps on details, needs and priorities will be appreciated by your leader, as will your ability to self-direct and make decisions in line with company goals.

Your highly organised and detail-oriented personality will see you easily keep pace with shifting priorities, and smoothly pivoting your focus with mínimal disruption to the tasks at hand.


Agile in mindset and approach, your ability to work within a small team and operate self-sufficiently will be highly valued.

Your documented experience in financial management processes will confirm your suitability for this role, allowing you to hit the ground running in this varied and challenging position.


Position responsibilities
- reviewing legal documentation such as contracts and agreements
- managing calendars and appointments for your leader, their family members and office team
- providing quality and timely administrative support including digital filing, data entry and printing
- performing financial management processes such as expense claims, reporting, raising invoices, and reconciling accounts
- supporting meetings through preparing minutes, briefing notes, agendas and reporting
- coordinating inbound and outbound correspondence in a professional and timely manner, including preparation of daily briefs and responses as required
- coordinating all aspects of travel arrangements
- managing events including meetings, social and personal functions
- overseeing supplies and equipment ordering and inventory
- assisting with various personal matters such as making appointments, restaurant bookings and other errands as needed

Qualities you'll need to succeed
- exceptional level of integrity, discretion, and trustworthiness in all confidential matters
- ability to develop positive, influential relationships with internal and external stakeholders
- well-developed planning and organisational skills
- superior written and verbal communication skills
- ability to work effectively both autonomously and as part of a team
- high level of emotional intelligence
- outstanding attention to detail
- ability to manage multiple projects and tasks at the one time to meet specified timelines
- flexible attitude

Preferred skills and experience
- minimum 4 years' experience supporting entrepreneurial, HNWI or C-Suite executive/s
- advanced proficiency in Microsoft Office, particularly Word, Excel, Outlook and Powerpoint
- sound bookkeeping and data analysis experience will be highly regarded

Benefits
- autonomy
- make the role your own
- no two days are the same
- parking
- some flexibility/WFH

  • 9am to 5pm office hours