Executive Assistant

10 hours ago

Sydney, New South Wales, Australia Capital Haus Group Full time $70,000 - $80,000 per year

Position Description – Executive Assistant

Position Title: Executive Assistant

Location: Sydney, NSW (On-site)

Employment Type: Full-time

Salary Range: $70,000 – $80,000 + Super

About Us

Capital Haus is a leader in private wealth management and financial advisory, renowned for our unwavering commitment to client success and sustainable growth. We pride ourselves on delivering exceptional client service and robust financial solutions, and we're looking for an experienced administrative professional to support our dynamic team as we continue to grow both in Australia and globally.

Position Purpose

The Executive Assistant role is responsible for providing support to the executive leadership team of Capital Haus including the CEO and Executive Chairman. You will make inbound and outbound calls, provide email correspondence, diary management, scheduling of events and meetings as well as other general ad hoc work on behalf of the members of the executive leadership team.

You will also provide administrative support to financial advisers and the client services team, as well as other cross functional teams within the business ensuring the efficient day-to-day operation of the office. This role plays an integral part in maintaining accurate client records and delivering a high standard of internal and external service.

We are seeking an individual that is confident in conducting varied administrative tasks with an excellent phone manner that places an importance on accuracy and timeliness whilst having the ability to prioritise workload, help team members, support the executive team and meet deadlines.

Key Responsibilities


• Be the direct support of the executive leadership team.


• Manage incoming calls, emails, and general correspondence.


• Maintain accurate and up-to-date client records in CRM systems.


• Prepare and collate documents for client meetings.


• Monitor and manage office supplies and oversee general office maintenance.


• Provide administrative support to advisers and the client services team.


• Assist with diary management and scheduling of internal and client meetings.


• Coordinate travel bookings and manage expense claims.


• Assist with event management


• Perform other ad hoc duties as required to support the team and office operations.

Key Skills and Attributes


• Strong organisational and time management skills.


• Excellent communication skills with a confident, professional phone manner.


• High attention to detail and accuracy.


• Positive, proactive attitude with a willingness to learn.


• Ability to manage competing priorities.


• Ability to work independently as well as collaboratively within a team.


• Proficient in Microsoft Office (Word, Excel, Outlook).

Qualifications and Experience


• Previous experience in an executive or personal assistant position or office support role.


• An interest in financial services or wealth management would be highly regarded.

What We Offer


• A supportive and inclusive workplace in our modern CBD offices.


• Consistent company events and team building sessions.


• Rewarding work environment and excellent team culture.


• Opportunities for professional growth within the financial planning and private wealth sector.


• Competitive salary and benefits package.


• Career progression with diverse career pathways as well as access to a variety of programs and initiatives to support your career.

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