Executive Assistant to the CFO - 12 Month Fixed Term Contract

LGT Crestone Wealth Management Limited; Sydney; On-site; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive salary package

Flexible working environment

Employee Assistance Program

Health & Wellbeing

Employee Referral Program

Job summary

A wealth management firm in Sydney is seeking an experienced Executive Assistant to support the CFO. The role involves managing the CFO's schedule, overseeing onboarding in the finance team, and improving departmental workflows. Candidates should have a tertiary qualification and experience in fast-paced environments, ideally in finance. Competitive salary and flexible working options offered.

Qualifications

• Proven experience supporting executive leaders in high-demand corporate environments.
• Ability to manage multiple and conflicting priorities effectively.
• Experience in the financial sector is preferable.

Responsibilities

• Provide comprehensive diary management for the CFO.
• Oversee the onboarding process for new Finance team members.
• Coordinate and assist in planning internal events.

Skills

Time management

Organizational skills

Proficiency in MS Office Suite

Communication skills

Problem-solving

Education

Tertiary qualification in Business Administration, Management, Finance, or related field

Tools

MS Office

Job description

Overview

Executive Assistant to the CFO - 12 Month Fixed Term Contract at LGT Crestone Wealth Management Limited. This is a 12 month fixed term contract (Parental Leave Cover).

About the Opportunity

As Executive Assistant, you will support the Chief Financial Officer (CFO) by assisting in easing the workload by taking on most of the administrative duties, leaving the executive to focus on decision making. You will also support the wider Finance team, as well as the Executive Assistant cohort.

Responsibilities

Executive Support to the CFO:

• Provide comprehensive diary management for the CFO, including scheduling meetings and coordinating meetings with internal and external stakeholders such as clients, suppliers, and key partners.
• Handle the scheduling and booking of travel arrangements for the CFO and leadership team.
• Screen and manage emails and correspondence, drafting executive-level responses as required.
• Review, prepare, and process the CFO’s expenses and assist with the review of expense claims from direct reports to ensure accuracy and compliance with company policies.
• Assist in preparing, reviewing, and approving policy changes, such as Travel & Expense and Volunteer Leave policies.
• Support the CFO in the execution of legal documents, including contracts and board signoffs.
• Prepare presentations and relevant materials for meetings, ensuring that the necessary papers and information are organised and available on time.

Finance Team Management:

• Oversee the onboarding process for new Finance team members.
• Facilitate communication and collaboration between the Finance Leadership Team, the CFO, and external departments, fostering cross-departmental alignment and teamwork.
• Plan and execute Finance team events, including venue selection, activity planning, and coordinating associated travel.

Project Management and Administration:

• Assist with ad hoc administrative tasks and manage various projects to improve workflow within the finance department.
• Identify bottlenecks in processes and help streamline tasks.
• Coordinate and assist in planning internal events with the Social Committee.

LGT Volunteering Coordinator:

• Oversee and manage LGT Crestone's employee volunteering program.
• Work with international LGT volunteering coordinators to ensure alignment of goals and activities.
• Coordinate, manage, and promote volunteering opportunities and events for employees, enhancing corporate social responsibility efforts.

About You

You are an organised and proactive professional with a tertiary qualification in Business Administration, Management, Finance, or a related field (Diploma or Degree), and proven experience supporting executive leaders in high-demand, fast-paced corporate environments—ideally within the financial sector. You excel at managing multiple and conflicting priorities through strong time management, outstanding organisational skills, and the ability to remain calm and focused under pressure.

Your high level of initiative allows you to anticipate needs, address challenges before they arise, and independently solve problems, ensuring executives are always supported. You have advanced proficiency in the MS Office Suite, adapt quickly to new technologies, and consistently maintain discretion and accuracy in handling sensitive information and reviewing documentation. Driven by a cooperative mindset and strong ethical standards, you communicate clearly, collaborate effectively, and continuously deliver high-quality results with meticulous attention to detail.

What’s in it For You?

• Competitive salary package
• Flexible working environment
• Support and various programs for our people (Employee Assistance Program, Health & Wellbeing, Employee Referral Program)

LGT Crestone is committed to the ongoing development of their employees. Your development will be managed and tailored to your role and future career path.

LGT Crestone is an equal opportunity employer committed to embracing a diverse and inclusive work environment. We aim to attract and retain the best people regardless of gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.