Portfolio Delivery Team Assistant

1 week ago


Sydney, Australia Westpac Group Full time

Based in Sydney - flexible working
- Permanent role
- Opportunity to join BT Financial Group’s Program Delivery team

BT is the wealth management arm of Westpac Group; we aim to provide solutions for our customers in the creation and management of wealth. We do this by finding the most intelligent ways to manage, preserve, administer and advise on wealth, through our house of brands. BT provides a full spectrum of wealth products and services across investment, superannuation and retirement income products, investment administration, financial advice, private banking and insurance solutions.

**How will I help?**

Reporting into the Portfolio Director, your will be a part of the PMO project team within BT Financial Group. This senior administration role will see you will provide high quality administrative and operational support to our Portfolio Director and Program Delivery teams. In this hands-on and dynamic role, you will be responsible for typical administrative tasks and operational activities, including personnel administration, diary management, and stationery and supply requisitions in a cost effective and efficient manner. You will also undertake basic financial management through the entering, monitoring and reporting of expenses and investigation of anomalies, and coordinate and communicate business initiatives, P&P issues and general correspondence to the team.

You will:

- Ensure activities are prioritised according to stakeholder demands/needs, business strategy/activity and deadlines
- Set up workshops and “All In” meetings, including taking minutes of the meetings
- Support with PMO forums such as assisting with preparing committee packs
- Manage and coordinate IT provisioning as needed for new starters, including onboarding
- Initiation and coordination of all employee movements through the People Management system
- Assist in the coordination of recruitment, including use of the Applicant Tracking/HR System
- Process staff reimbursements and other expenses within policy

**What’s in it for me?**

Inspiring locations. Flexible workspaces. And unexpected opportunities. Plus, the backing and great benefits from one of the most refreshing employers in Australia. For example, you’ll be able to have access to some of the best banking, wealth and insurance benefits in the market, be paid well, as well as an entire suite of online learning and career planning tools so you can grow.

Whatever shape your family takes, we offer generous paid and unpaid parental leave for your nominated primary and support carers. This includes leave to organise adoptions, surrogacy, and foster care arrangements. And we continue to pay your super contributions while you take all the time you need to get your new family settled.

**What do I need?**

To be successful in this role, you will have some experience as a Senior Team Assistant or in a similar administration role within a large corporate environment. You will be flexible and adapt quickly to the fast-paced, ever-changing environment, and have a proactive working style. You will also be confident to liaise with stakeholders at all levels of the business, both staff and clients.

Other advantageous skills:

- Exceptional communication skills, both written and verbal
- Excellent stakeholder management and presenting skills
- Outstanding organisational and time management skills, including diary management skills
- Proactive, accountable, and able to execute responsibilities with professionalism and confidentiality
- Competency in the full Microsoft Office suite, particularly Excel, Outlook, Teams and PowerPoint

**What’s it like to work there?**

We aim to provide one big, supportive team to help us reach our vision to become one of the world’s great service companies. As an equal opportunity employer, we’re proud to have created a culture and work environment that values diversity and flexibility - and champions inclusion.

**How do I Apply?**

Start Here. Just click on the **APPLY **button.

The health and wellbeing of our employees is our priority and we will ensure that physical distancing requirements are met in all our workplaces as long as required.

Our employees are required to comply with the policy regardless of whether they are in customer-facing or non-customer-facing roles (as employees in non-customer-facing roles are required to attend the workplace under our Hybrid Working Strategy). Further, the Westpac Group is required to comply with State/Territory issued public health orders/directions which require relevant workers to be vaccinated against COVID-19 to enter workplaces.



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