Talent.com
This job offer is not available in your country.
Personal Assistant - Family Office

Personal Assistant - Family Office

Altitude EaSydney, Australia
1 day ago
Job description

Posted date 30 August 2024

  • LocationSydney
  • Contract Type Permanent
  • Discipline High Net Worth Individuals
  • Personal Assistant to Family Office
  • Sydney CBD
  • Permanent, full-time hybrid working arrangements
  • About the employer

This 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
  • Create a job alert for this search

    Personal Assistant • Sydney, Australia

    Related jobs
    • Promoted
    Personal Assistant / Office Manager

    Personal Assistant / Office Manager

    Talent MattersSydney, Australia
    Entrepreneurial business, Female Founder.Leading pureplay fashion Ecommerce Company.Located close to the CBD, Sydney.Our client is a leading pureplay eCommerce women's fashion brand that has grown ...Show moreLast updated: 1 day ago
    Executive Assistant – Family Office

    Executive Assistant – Family Office

    Platinum Pacific PartnersSydney, NSW, AU
    Step up from your Team Assistant role.EA duties for 2 Executives, plus team support.Looking for someone to grow and develop in the business. Our client, a global prestigious Investment Manager is lo...Show moreLast updated: 30+ days ago
    • Promoted
    Personal Assistant - Family Law

    Personal Assistant - Family Law

    U&U Recruitment PartnersSydney, Australia
    Our client is a highly regarded specialist law firm who have won countless awards within its field.A position is available to support a Partner, Senior Associate and a team.Organising legal documen...Show moreLast updated: 1 day ago
    • Promoted
    Personal Assistant

    Personal Assistant

    William BuckSydney, Australia
    We're Accountants, but we aren't boring!.We're recognised as one of Australia's leading mid-tier Accounting firms, with over 100 Directors and 900 team members across Australia and New Zealand.We b...Show moreLast updated: 12 days ago
    • Promoted
    Personal Assistant - Hnw Office

    Personal Assistant - Hnw Office

    Qube Recruitment Pty LtdSydney, Australia
    Truly Unique Role - East Sydney.This is the office of a HNW individual and family based on the city fringe.It sometimes operates at a very fast pace with changing priorities - and nothing can affor...Show moreLast updated: 9 days ago
    • Promoted
    Office Administrator & Personal Assistant

    Office Administrator & Personal Assistant

    Fma PartnersSydney, Australia
    Do you want to develop your career in a professional and supportive environment?.At FMA, we offer a fun and modern work environment and strive to create a genuine culture where our team feel valued...Show moreLast updated: 9 days ago
    • Promoted
    • New!
    Family Office Executive

    Family Office Executive

    Mutual Trust Pty LtdSydney, New South Wales, Australia
    Be among the first 25 applicants.Direct message the job poster from Mutual Trust Pty Ltd.Lead with purpose at Mutual Trust, Australia's 2025 Euromoney Award Winner for Best Family Office Services.J...Show moreLast updated: less than 1 hour ago
    • Promoted
    Personal Assistant

    Personal Assistant

    IagSydney, Australia
    Join to apply for the Personal Assistant role at IAGJoin to apply for the Personal Assistant role at IAGHave meaningful impact as a Personal Assistant. Your RoleAs Personal Assistant – Technology an...Show moreLast updated: 6 days ago
    • Promoted
    Family Personal Assistants

    Family Personal Assistants

    The Managed HomeSydney, Australia
    Are you an experienced nanny, household manager or housekeeper? Or maybe you're a mum who's experienced in running a busy home who's looking for some extra work during school hours?.The Managed Hom...Show moreLast updated: 5 days ago
    • Promoted
    Personal Assistant

    Personal Assistant

    Iag New ZealandSydney, Australia
    This Senior Executive Assistant role is responsible for providing efficient, effective, and timely services to the Group Company Secretary to help in leading the Company Secretariat office function...Show moreLast updated: 10 days ago
    • Promoted
    Personal Assistant / Office Administrator

    Personal Assistant / Office Administrator

    WatchcrazeSydney, Australia
    Job Title : Photographer / Administrative Assistant.Location : Suite 820 / 185 Elizabeth St, Sydney NSW 2000.WatchCraze is seeking a talented Photographer / Administrative Assistant to join our team.This p...Show moreLast updated: 9 days ago
    • Promoted
    Personal Assistant / Office Administrator

    Personal Assistant / Office Administrator

    The Andersen PartnershipSydney, Australia
    This is an exciting opportunity to join a leading insurance brokerage in Sydney CBD as a Personal Assistant / Office Administrator. The firm are looking for a professional and dynamic candidate to su...Show moreLast updated: 10 days ago
    • Promoted
    Personal Assistant

    Personal Assistant

    Tph CorporationSydney, Australia
    Vacancy Type Permanent Full-Time.Package : Re Location Package Tax-Free.Our valued prestige petroleum client the largest petroleum enterprise in the world Saudi Aramco is recruiting for a Personal A...Show moreLast updated: 8 days ago
    Personal Assistant

    Personal Assistant

    QBESydney, Australia
    Location : Sydney NSW (Preferred).Hybrid role Happy to talk flexible working.We are seeking a dedicated and highly organised Personal Assistant to support two of our General Managers within the Peop...Show moreLast updated: 30+ days ago
    • Promoted
    Personal Assistant

    Personal Assistant

    Silver SearchSydney, Australia
    Flexible hours and work from home days • • : .Are you a dynamic and motivated individual with a passion for healthcare and entrepreneurship? We have an incredible opportunity for you to be an integral ...Show moreLast updated: 8 days ago
    • Promoted
    Personal Assistant

    Personal Assistant

    MirvacSydney, New South Wales, Australia
    More than 50 years ago a foundation was laid, with a vision for the future.To re-imagine the environments where Australians would live, work and grow. In this time,Mirvac has evolved from a small jo...Show moreLast updated: 22 days ago
    Legal Personal Assistant - Family

    Legal Personal Assistant - Family

    People2PeopleSydney, NSW, AU
    This distinguished Boutique Law Firm, renowned for its expertise in Family Law, is seeking a Legal Personal Assistant to become an integral part of its professional team in Sydney’s CBD.The firm ha...Show moreLast updated: 25 days ago
    • New!
    Personal Assistant - Family Law

    Personal Assistant - Family Law

    Kennedy ReidNew South Wales , Sydney
    Well established, top tier law firm working within the Family Law space.Our client is seeking a positive go getter with experience in the legal industry to join their Family Law team as a Personal ...Show moreLast updated: 6 hours ago