Executive Assistant to Chief Executive Officer

6 days ago

Sydney, New South Wales, Australia River X Full time
Executive Assistant to Chief Executive Officer

Job Title: Executive Assistant to the CEO

Location: Sydney CBD, NSW

Company 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.

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