Executive Assistant to the CFO

LGT Crestone was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients.

With a shared passion for building an uncompromised business – we created something new from the ground up.  A chance to leave behind the things that weren't working, while enhancing the things that were.  Our authentic and personalised client-first commitment.  Our entrepreneurial spirit.  Our focus in best-in-class advice.  And our intimate understanding of the Australian private wealth landscape.

In 2022 we became a part of the LGT Group, who shared our entrepreneurial spirit, long-term approach and private-ownership model.  Today, with the global expertise, stability, and capability of LGT behind us, we can work without being reliant on markets or margins, with a singular focus on giving our clients the advice and deep expertise they need for generations to come.

As Executive Assistant, you will support the Chief Financial Officer (CFO) and assisting in easing the workload by taking on most of the administrative duties, leaving the executive to focus on decision making. You will also support the wider Finance team, as well as the Executive Assistant cohort. This position is a 12 month Fixed Term contract.

Your Responsibilities 
 Executive Support to the CFO:

• Provide comprehensive diary management for the CFO, including scheduling meetings and coordinating meetings with internal and external stakeholders such as clients, suppliers, and key partners.
• Handle the scheduling and booking of travel arrangements for the CFO and leadership team.
• Screen and manage emails and correspondence, drafting executive-level responses as required.
• Review, prepare, and process the CFO's expenses and assist with the review of expense claims from direct reports to ensure accuracy and compliance with company policies.
• Assist in preparing, reviewing, and approving policy changes, such as Travel & Expense and Volunteer Leave policies.
• Support the CFO in the execution of legal documents, including contracts and board signoffs.
• Prepare presentations and relevant materials for meetings, ensuring that the necessary papers and information are organised and available on time.

Finance Team Management:

• Oversee the onboarding process for new Finance team members.
• Facilitate communication and collaboration between the Finance Leadership Team, the CFO, and external departments, fostering cross-departmental alignment and teamwork.
• Plan and execute Finance team events, including venue selection, activity planning, and coordinating associated travel.

Project Management and Administration:

• Assist with ad hoc administrative tasks and manage various projects to improve workflow within the finance department.
• Identify bottlenecks in processes and help streamline tasks.
• Coordinate and assist in planning internal events with the Social Committee.

LGT Volunteering Coordinator:

• Oversee and manage LGT Crestone's employee volunteering program.
• Work with international LGT volunteering coordinators to ensure alignment of goals and activities.
• Coordinate, manage, and promote volunteering opportunities and events for employees, enhancing corporate social responsibility efforts.

About You

You are an organised and proactive professional with a tertiary qualification in Business Administration, Management, Finance, or a related field (Diploma or Degree), and proven experience supporting executive leaders in high-demand, fast-paced corporate environments—ideally within the financial sector. You excel at managing multiple and conflicting priorities through strong time management, outstanding organisational skills, and the ability to remain calm and focused under pressure.

Your high level of initiative allows you to anticipate needs, address challenges before they arise, and independently solve problems, ensuring executives are always supported. You have advanced proficiency in the MS Office Suite, adapt quickly to new technologies, and consistently maintain discretion and accuracy in handling sensitive information and reviewing documentation. Driven by a cooperative mindset and strong ethical standards, you communicate clearly, collaborate effectively, and continuously deliver high-quality results with meticulous attention to detail.

What's in it For You?

• Competitive salary package
• Flexible working environment
• Support and various programs for our people (Employee Assistance Program, Health & Wellbeing, Employee Referral Program)

LGT Crestone is committed to the ongoing development of their employees. Your development will be managed and tailored to your role and future career path. 

LGT Crestone is an equal opportunity employer committed to embracing a diverse and inclusive work environment. We aim to attract and retain the best people regardless of their gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.