Boutique Wealth Management Firm
Full-time | Permanent | On-site
We’re partnering with a highly regarded boutique wealth management firm to find a dynamic Executive Assistant & Office Manager to support the CEO/Founder and a Director. This is a hands-on, high-trust role at the centre of a growing business, ideal for someone who thrives in a fast-paced, professional environment and takes genuine ownership of their work.
You’ll be the backbone of the office, ensuring the executives are operating at their best while keeping day-to-day operations running smoothly.
Key Responsibilities
You’ll provide seamless executive support while also overseeing the smooth running of the office.
This includes:
- Managing complex diaries, calendars and scheduling across multiple stakeholders
- Coordinating domestic and international travel, itineraries and logistics
- Proactively managing inboxes, drafting responses and delegating correspondence where appropriate
- Preparing for meetings in advance, including agendas, materials and follow-ups
- Acting as a key point of contact for internal staff and external clients
- Overseeing meeting rooms and ensuring a professional, welcoming environment
- Supporting office operations and general administration
- Creating a positive experience for clients and visitors
There is also the opportunity to get involved in marketing for a newly established division.
This could include:
- Supporting brand alignment and visual identity
- Creating materials using Canva
- Assisting with content and basic design work
About You
You’re someone who anticipates needs before they arise and takes initiative without waiting to be asked. You’re highly organised, tech-savvy and confident managing competing priorities.
You’ll bring:
- Previous experience as an Executive Assistant, Office Manager or in a similar role
- Strong technical proficiency across Microsoft Office and digital tools
- Exceptional organisational skills and attention to detail
- Confidence managing senior stakeholders and sensitive information
- A proactive, solutions-focused mindset
- Adaptability, resilience and the ability to pivot when priorities change
- Strong communication skills and a professional, approachable manner
Experience in financial services or a professional services environment will be highly regarded.
The Environment
This is a collaborative, down-to-earth team that works hard and values people who can integrate seamlessly into the culture. You’ll be trusted, supported and given the autonomy to make the role your own.
At Chandler Macleod, we are committed to fostering a diverse workforce where everyone is welcome. We encourage applications from Aboriginal and Torres Strait Islander peoples, women, neurodiverse, people living with a disability and the LGBTIQA+ community.
You can read more about our commitment to diversity and inclusion at https://www.chandlermacleod.com/diversity-and-inclusion.
