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Personal Assistant to High Net Worth Family Office

Sydney CBD

Permanent, full-time hybrid working arrangements

Salary negotiable for the suitable candidate

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About the employer

This HNW family office located in the Sydney CBD, offers a small team and flat structure, with the close-knit culture providing for autonomy and a variety of responsibilities. Offering some flexibility in working arrangements, this HNW family is seeking an experienced and proficient Personal Assistant for an immediate start.

About the position

As an experienced Personal Assistant within a family office environment, you understand the unique opportunities and challenges inherent to this position. As someone who thrives on delivering the attention to detail required to manage your leaders’ wealth, you also appreciate your deep responsibility to confidentiality and good decision-making.

Your driven and proactive nature sees you one step ahead of your Directors’ needs, performing each task to a professional standard and with personal pride. Your relationship management skills will shine in this role, allowing you to deftly build, manage and navigate connections between Directors, support staff, family members, investors and other stakeholders.

Finally, your demonstrated track record in this space will see you hit the ground running in establishing your value to your Directors in identifying and implementing process improvements, streamlining administrative activities, and optimising time management.

Position responsibilities

• administering company and trust documentation 

• managing investment portfolios and other assets

• coordinating philanthropic activities

• reviewing legal documentation such as contracts and agreements

• acting as a conduit between the directors, external stakeholders, and investors

• managing calendars and appointments for your leaders, their family members and office team

• providing quality and timely administrative support including digital filing, data entry and printing

• performing financial management processes such as expense claims, reporting, raising invoices, and reconciling accounts

• supporting meetings through preparing minutes, briefing notes, agendas and reporting

• coordinating inbound and outbound correspondence in a professional and timely manner, including preparation of daily briefs and responses as required

• coordinating all aspects of travel arrangements for your directors and their families

• managing events including meetings, social and personal functions

• overseeing supplies, equipment ordering, and inventory

• assisting with various personal matters such as making appointments, restaurant bookings and other errands as needed 

Qualities you’ll need to succeed

• the highest level of integrity, discretion, and trustworthiness in all confidential matters

• ability to develop positive, influential relationships with internal and external stakeholders

• well-developed planning and organisational skills

• superior written and verbal communication skills

• proactive, positive and driven attitude

• ability to work effectively both autonomously and as part of a team

• high level of emotional intelligence 

• outstanding attention to detail

• ability to manage multiple projects and tasks at the one time to meet specified timelines

Preferred skills and experience

• minimum 5 years’ experience within a family office or supporting a HNWF

• demonstrated track record in wealth management

• Australian driver licence and own vehicle

Benefits

• hybrid working conditions

• opportunity to make new role your own

• high level of autonomy within a trusted position

• salary negotiable for the suitable candidate

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NOTE: KINDLY EMAIL YOUR COVERLETTER OUTLINING YOUR SUITABILITY ALONG WITH AN UP TO DATE CV TO INFO@ALTITUDE-EA.COM.AU

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