Team Assistant

1 week ago


Sydney, New South Wales, Australia Anton Murray Consulting Full time

Sydney- Ancillary Areas- PermanentOur client is a leading Australian broker seeking a team assistant to support their corporate finance team 5 hours a day, 5 days a week - 25 hours a week total.

Prior EA, TA or PA experience within financial services required.

Responsibilities:

  • Diary Management schedule and manage logistics of meetings/conference calls for the team
  • Travel Management organise flights and accommodation for the team, and reschedule as required
  • Preparation of presentation/pitch materials using PowerPoint
  • Adhoc production of reports / basic data analysis (MS Excel)
  • Copying and binding large confidential documents and pitches
  • Ensure all the data within all documentation prepared is accurate.
  • Secretarial assistance to the Corporate Finance team in Sydney and Brisbane.
  • Assistance with events for the department.
  • Act as a first point of contact for clients, respond to general client queries, generate client correspondence and screen calls as required.
  • Update Contacts and maintain departmental records
  • Oversee the Third Party Transaction process
  • Reconcile corporate credit card expenses and other expenses generated by the team.
  • Attend to other adhoc office requests concerning the Corporate Finance team.
  • Understand back office processes and systems

Required experience/ knowledge:

  • Team Assistant / Personal assistant / Executive assistant experience in the financial service industry required
  • Corporate Finance experience highly desirable
  • Meticulous attention to detail
  • Welldeveloped interpersonal skills to effectively liaise with senior stakeholders & clients.
  • Ability to prioritise workload, work autonomously and be proactive
  • Confident communicator verbally and written
  • Ability to work in a busy corporate environment

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