Team Assistant

Are you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom.

**Your Team**

The personal assistant is based in our Melbourne office in Hawthorn East, it will support key executives and their teams to deliver exceptional products and service to customers who choose to seek financial advice, as well as driving simplification, transformation and growth for our business. This role will be the key contact point for information, communication and events for the Superannuation and Investments (S&I) business unit in this Melbourne office location.

**Your Responsibilities**

The personal assistant reports to Executive Director, Wrap and also provides support to Executive Director, Advice as well as Executive Director, Platform Growth (limited support required).
- Proactively manage agenda and reminders for key meetings and deliverables and provide day to day diary and meeting support.
- Help make the executives that you support as productive as possible by managing priorities, documents, inboxes, issues etc across stakeholders and departments.
- Coordinate administration activities such as expenses, invoices, onboarding new employees and suppliers, and other IT, People, and Systems requests.
- Organise staff engagement programs and activities including performance reviews, recognition programs, monthly team meetings etc.Be an active member of the Melbourne Social Club and assist to organise meetings, lunches, team offsites and assist the EA to CEO with ad hoc events.

**Your Capability and Experience**
- A positive attitude and willingness to help
- High degree of confidentiality
- Proven experience in a similar role in a relevant industry
- An ability to operate proactively across all core areas of responsibility
- Excellent inter-personal communication skills with individuals at all levels of seniority - both written and verbal
- Highly self-motivated with the ability to operate without supervision
- Excellent computer literacy (including Microsoft Windows, PowerPoint, Outlook, OneNote)
- Good attention to detail and takes pride in the quality of their work
- Ability to operate in a team and adapt to the culture in the team environmentProven and strong ability to meet deadlines and manage multiple tasks at any given time

**What to Expect**

At CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to:

- Access to CFS Employer Super, which offers an expansive investment menu and flexible insurance solutions
- Support with financial services, including discounts on home loans and daily bank accounts through our partnership with a leading financial institution
- Access to 24/7 confidential support covering safety, medical and mental health services
- Life Leave - 3 days per annum to focus on your wellbeing or celebrate a special event
- Exclusive discounts on retail, travel and entertainmentAdditional leave day to celebrate your birthday

**CFS Culture**

At CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential.- This role is based on Wurundjeri Woi-wurrung land._