Personal Assistant / Client Services Admin - Part Time - with Great Benefits

About the Company: Leading Wealth Activist ® organisation within the Wealth Management profession committed to supporting business owners, private family groups, individuals and couples toward financial well-being, enabling them to create memorable life experiences. Their core philosophy focuses on three pillars: Money Mindset, Asset Management, and Intergenerational Wealth, which forms the basis for creating personalised, adaptable financial pathways.
 
Core Client Groups:

1. Private Business Owners: Working with established businesses with turnovers ranging from $1 million to $100 million plus. These business owners aim to protect, grow, and pass on their success for a lasting family legacy.
2. Families with Complexity: Often with private business interests or inherited wealth, they seek support like a Family Office for their interests.
3. C-Suite Executives & Senior Partners: High-earning professionals looking to maximise their careers for immediate and future lifestyle benefits.

 
The Role – Client Services Associate / Personal Assistant:
As a full-time Client Services Associate, you will play a vital role in delivering exceptional service to the company’s growing client base. Additionally, you will provide essential support as a Personal Assistant to the Director, with diary and email management and administrative tasks. Working closely with the Director and Operations Manager, your responsibilities will include:

• Managing the Director's diary and providing personal assistant support.
• Managing client meetings, from scheduling to document preparation and post-meeting tasks.
• Building strong client relationships through effective communication.
• Supporting the development of their Virtual Family Office offering.
• Embodying the philosophy of Wealth Activism when interacting with clients.
• Data entry into the CRM.
• Researching new client opportunities.
• Maintaining the Continuing Professional Development (CPD) register.
• Assisting in day-to-day business operations.

What You’ll Need to Be Successful:
The ideal candidate will have:

• Two or more years of client services and office management experience.
• Excellent communication skills, both written and verbal.
• Exceptional interpersonal and client-focused abilities.
• Strong time-management skills and multitasking capabilities.
• Solid numerical and computer literacy, especially with the Microsoft Office suite.
• The aptitude for learning new software and systems.
• The ability to maintain company information confidentiality.
• Experience in developing internal systems.