Team Assistant

2 weeks ago

Sydney, Australia Slate Accounts Full time

About Us

Copia Investment Partners is a multi-boutique investment management group committed to giving investment managers the best opportunity to prosper, while harnessing their unique capabilities for the long-term benefit of institutional and retail investors. Today, Copia partners with several managers who together are entrusted to manage over $1 billion across regions, strategies and asset classes.

The Role

Complete a broad range of administrative tasks that include:

- supporting our team of 6 distribution staff in Sydney, Melbourne and Brisbane
- managing meeting calendars of the Copia Investment Managers
- arranging internal and external meetings including scheduling, sending meeting invitations, managing responses, booking meeting rooms, arranging catering and IT set up
- preparation of materials for meetings including preparing agendas and meeting packs, printing, collating and binding materials
- document preparation including typing of documents and correspondence according to company guidelines (i.e. brand compliance, formatting, proofreading materials for consistency, grammar and spelling)
- Coordinating team reporting of activity, pipeline, sales and reviews
- Chairing the Monday morning meeting and ensuring all action items are recorded and followed up
- assisting teams with any IT interruptions/issues
- work as part of the wider Distribution Team to assist with work overflow as required
- other office management duties as required.

Knowledge and Skill Requirements:

- Strong organisational skills and the ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail
- 2+ years in a similar role
- Previous experience supporting a finance team would be a bonus
- Strong interpersonal skills and the ability to build relationships with stakeholders, including staff, board members and external partners
- Proficiency in Salesforce, MS Word, excel and PowerPoint
- Ability to work independently and with professional discretion
- Excellent writing, editing, grammatical and research skills
- Ability to work with a broad range of personality types in a professional manner.

Benefits & Culture
- Central office location, modern facilities and close to amenities
- Relaxed work environment and a strong team culture

**Salary**: $80,000.00 - $90,000.00 per year

Schedule:

- 8 hour shift

Ability to commute/relocate:

- Sydney, NSW 2000: Reliably commute or planning to relocate before starting work (required)

Work Authorisation:

- Australia (required)

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