Executive Assistant

PERM / CBD - 120K + Super
- High Profile CEO + Office Management / Investor Relations
- Private Equity, Scaled for Growth

The boutique is working with a Private Equity firm to appoint an experienced Executive Assistant / Office Manager in a newly created role to provide support to a newly appointed CEO and the Senior Executive team based in the City.

**Key Responsibilities**:
**Executive Assistant**
- Responsible for the efficient delivery of Executive Assistance to the CEO and Leadership team
- Diary and inbox management - scheduling meetings, managing correspondence, and ensuring effective use of their time
- Providing support to the team - maintaining a professional approach at all times (both internally and externally) and a high level of confidentiality
- Occasional coordination of domestic and/or international travel
- Reconciliation of monthly expenses for CEO and monitoring team adherence to policies
- Reconciliation of monthly invoices
- Coordinating internal/external meetings with clients/stakeholders - including liaising with EA’s and arranging meeting room bookings
- Arranging internal functions/offsites/team building events (including catering where required)
- Participation in Team meetings - coordinating agendas/minute taking
- Invoice management, reporting, and reconciliation of business card expenses as well as Domestic and International invoice payment

**Investor Relations**:

- Deliver best-in-practice customer service, build loyalty and lifetime value through interactions with existing and potential Investors
- Accurate Data Entry, maintaining CRM system (Salesforce), and Capital Raising Processing for all clients and internal stakeholders
- Manage the legal document register and retrieval of documents from safekeeping
- Assist with On-board of new investors and setup of the portal
- Providing adviser support with portal/registry and holding statement requests
- Assist with investor/adviser and registry requests

**Office Management**:

- To provide office and administrative support to team ie, IT issues, printing, booking meeting room, catering and personal errands for directors, cheque deposits/payments at post office
- Ensure the day to day running of the Sydney Office ie maintain kitchen/breakout areas to ensure no OH&S hazards, process incoming daily mail
- Develop and maintain an in-depth knowledge of your key clients, including organization structure, investor services, and activity
- Develop a strong understanding of your key stakeholders, company expectations and demonstrate strong communications skills.
- Coordinate and administer HR policies and office administration duties following direction from Senior Management
- Assist with staff travel management as and when required and keep track of staff travel across interstate offices
- Responsibility to maintain high service outcomes to achieve and exceed service delivery standards

**Marketing and Events**:

- Prepare and assist with investor presentations and capital raising events for High Net Worth Individuals and other investor groups for Senior Management (e.g. lunches, dinners, and events)
- Present ideas and final deliverables to the Distribution and Marketing team, and communicate with key stakeholders about administration programs and strategies.

**About You**:
To be considered for this position you must have at least 4 - 6 years of Executive Assistant support experience supporting more than one busy executive. You will also be happy to take on board Office Manager tasks as part of your role - Industry experience is not necessary just an excellent attitude and help personality:

- Have excellent interpersonal skills
- The ability to multitask and be calm under pressure
- Possess a team orientated attitude
- Be personable, bright, and energetic
- Have intermediate to advanced Microsoft Office skills (including Outlook)
- Strong awareness of IR would be highly advantageous

Please click APPLY and a consultant will be in touch to discuss.
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