Executive Assistant to Partners | Private Client Advisory

SW Accountants & Advisors Pty; Sydney; Hybrid; AUD 60,000 - 85,000; Full time

Benefits offered by this job

Annual leave

Parental leave

Referral bonus

Wellness program

Home office support

Learning & development

Course leave

Professional membership

Weekly lunches

Job summary

SW Accountants & Advisors in Sydney seeks an experienced Personal Assistant to support the Business and Private Client Advisory division. You will manage Partners' diaries, coordinate meetings, travel, and client communications, while assisting with invoicing and document preparation.

The role requires strong MS Office skills, excellent written and verbal communication, and a proactive, detail-oriented approach to support a range of client services and internal projects.

Qualifications

• Experience in a professional services environment.
• Accurate typing skills 60+ words per minute.
• Strong proficiency in Microsoft Word, PowerPoint, Excel, and Outlook.
• Excellent written and verbal communication with high attention to detail.
• Organised, proactive, and capable of independent work.

Responsibilities

• Act as key contact for allocated Partners and Managers.
• Manage Partners' diaries and schedule internal/external meetings.
• Arrange travel and accommodation for Partners and staff.
• Draft and finalise invoices for clients and monitor WIP.
• Prepare Client Engagement letters and key documents.
• Maintain company secretarial records and ASIC forms where needed.
• Assist with administrative duties for the Division.

Skills

Typing 60+ wpm

MS Office

Communication skills

Attention to detail

Proactive

Time management

Client focus

Tools

Microsoft Office

Job description

SW Accountants & Advisors in Sydney seeks an experienced Personal Assistant to support the Business and Private Client Advisory division. You will manage Partners' diaries, coordinate meetings, travel, and client communications, while assisting with invoicing and document preparation.

The role requires strong MS Office skills, excellent written and verbal communication, and a proactive, detail-oriented approach to support a range of client services and internal projects.