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Business Operations
4 months ago
- Passionate about Ethical Investing?
- Support Founders with genuine purpose
- Strong philanthropic focus
Our client, a boutique Australian funds manager is one of the largest ethical equities specialists in Australia. With a dual focus on performance and investing ethically, their approach directly manages risk for their clients, provides the ability to invest in line with clients’ values and actively advocates for change.
About the role
Working closely with the Founders, this role will include the overall organisation and co-ordination of office operations. Working closely with the investment team, you will help organise corporate access, help with the accounts, team logistics, client requests and assist with business operations.
Key Responsibilities include:
- Helping the investment team with corporate access and assisting with general team logistics
- Customer and client liaison including managing the relationship with their 3rd party provider / administrator
- HR administration / projects
- Administrative support for their numerous philanthropic projects
- Finance support, including basic office accounting and managing accounts payable/ receivable
- Management of client database
- Office management and high-level administrative support to Founders
Experience Required
- The successful applicant will show traits consistent with two of our clients’ core values: Responsibility and Accountability
- You will be honest, hardworking and see this as an opportunity to broaden your skills in fast moving boutique funds management business
- You will ideally bring 3-5+ years of relevant experience from within financial services
- An Office Management, EA/PA, Client Services, Finance or Operations Support background would be viewed as highly transferrable
- Strong communications are a prerequisite to be able to successfully manage the relationships with the 3rd party providers
- Proven relationship management skills for client liaison responsibilities
- Confident dealing with numbers – previous experience with an accounting software such as Xero, QuickBooks, Reckon or Sage would be welcomed (although not a prerequisite)
If you are keen to join a small and passionate team that operates with genuine purpose, please send your CV (in Word format) to Claire Hunt (Executive Director) via claire.hunt@platinumpacificpartners.com.au
