Team Assistant

18 hours ago

Sydney, New South Wales, Australia Pinnacle Investment Management Group Full time

About the Company

Plato Investment Management ('Plato') is an investment management firm specialising in objective-based global and Australian equity investment solutions for wholesale and retail investors.

Plato was founded in Sydney, Australia, in 2006 and is majority owned and operated by its 15 investment staff. Plato's team consists of highly experienced investment professionals, portfolio managers, and quantitative analysts all working together to deliver attractive investment outcomes for their clients.

Reporting to the Plato Managing Director, as a Team Assistant, you will be responsible for organising and coordinating office administration and broader organisational procedures, in order to ensure organisational effectiveness, efficiency and quality.

Plato offer a diverse and inclusive environment and the opportunity to work in flexible fast paced, dynamic and team-oriented culture. This role is a part time 3 day per week opportunity.

Key Responsibilities:

  • Organise and schedule meetings and appointments;
  • Provide general support to visitors and ensure a high-quality experience for client meetings;
  • Manage executives' schedules, calendars, travel requirements/bookings and appointments;
  • Maximise efficiency and minimise cost for corporate travel including flights, accommodation, room hire, events etc.;
  • Partner with HR/Compliance to ensure firm policies are maintained and oversee adherence to firm policies and procedures;
  • Co-ordinate with IT department on all office equipment and IT service requirements;
  • Manage relationships with vendors, service providers, and key stakeholders, ensuring that all items are invoiced and paid on time;
  • Perform review and analysis of special projects and keep the management properly informed;
  • Remain updated on technical and professional knowledge by attending educational workshops, joining professional associations, building networks with fellow professionals and reviewing of industry publications;
  • Participate actively in the planning and execution of company events, teamwork, cultural & philanthropic activities; and
  • Responsible for creating PowerPoint slides, presentations and general sales and marketing administration.

Desired Skills and Experience:

  • Proven administrative or assistant experience;
  • Knowledge of office management responsibilities, systems and procedures;
  • Excellent time management skills and ability to multi-task and prioritise work;
  • Attention to detail and problem solving skills;
  • Excellent written and verbal communication skills;
  • Strong organizational and planning skills;
  • Proficient in MS Office;
  • Ability to work independently and as part of a team;
  • Computer skills and knowledge of office software packages considered favourable;
  • A strong interest and desire to work in financial services.

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