Personal Assistant | Vie Burnie

Vie Financial Pty; City of Burnie; On-site; AUD 60,000 - 75,000; Full time

Job summary

Vie Finance & Insurance is seeking a diligent Personal Assistant to support the Franchise Principal and the team in smoothing day-to-day operations across our Tasmanian offices. You will manage diaries, coordinate communications, and prepare documents with discretion and professionalism.

In a fast-paced, client-focused environment, you will anticipate needs, help streamline invoicing in Xero, and coordinate between clients, lenders, and internal teams to keep the business organized and

Qualifications

• Cert III or higher in Business or related discipline or equivalent proven experience.
• 2+ years’ experience in an administrative or office support role (preferred).
• Strong organisational and time-management skills with the ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• High attention to detail and accuracy across all tasks.
• Proficiency in Microsoft 365 (Word, Outlook, Excel) and general systems.
• Experience with Xero or similar platforms (desirable).
• Proactive, solutions-focused mindset with the ability to anticipate needs.
• Professional, confident, and client-focused approach.

Responsibilities

• Provide high-level administrative and organisational support to the Franchise Principal and wider team.
• Manage diaries, appointments, and internal planning schedules to ensure efficient use of time.
• Act as a central coordination point between the Franchise Principal, team members, clients, and external stakeholders.
• Manage incoming calls, emails, and enquiries - responding where appropriate and directing efficiently.
• Welcome clients and visitors, ensuring a professional and seamless front-of-house experience.
• Prepare and collate documentation including client packs, meeting materials, and internal documents.
• Assist with invoicing and administrative processes within Xero.
• Support internal projects and continuous improvement initiatives across the business.
• Support the Property Finance team with post-approval processes, including liaising with clients, lenders, and solicitors; preparing and managing documentation; maintaining accurate records; assist with invoicing and administrative processes within Xero.

Skills

Organisational skills

Time management

Written and verbal communication

Attention to detail

Proactive mindset

Client-focused approach

Discretion & integrity

Education

Cert III or higher in Business or related discipline

Tools

Microsoft 365

Excel

Outlook

Xero

Job description

At Vie Finance & Insurance, we redefine possibilities by empowering clients with integrated finance and insurance services. Engaging with over 60 institutions, we help clients achieve their long-term goals with ease and confidence.

Our locally owned offices throughout Tasmania and Queensland provide transparent, innovative support, simplifying the complex and eliminating stress. Through our commitment to client-centricity, integrity, and excellence, we provide comprehensive guidance and support at every stage of life.

The Role

As a Personal Assistant at Vie Finance & Insurance, you will play a critical role in supporting the Franchise Principal and broader team to operate at a high level, ensuring the smooth and efficient day-to-day running of the office.

You will act as a key point of contact across the business, managing schedules, communications, and documentation, while supporting both team members and clients with professionalism and attention to detail.

Working in a fast-paced, high-performing environment, you’ll bring a proactive mindset, anticipate needs before they arise, and take ownership of keeping the business organised, responsive, and client-focused.

Employment type:

This position is ideally full-time; however, some flexibility around working hours may be considered for the right applicant.

Key Responsibilities

• Provide high-level administrative and organisational support to the Franchise Principal and wider team.
• Manage diaries, appointments, and internal planning schedules to ensure efficient use of time.
• Act as a central coordination point between the Franchise Principal, team members, clients, and external stakeholders.
• Manage incoming calls, emails, and enquiries - responding where appropriate and directing efficiently.
• Welcome clients and visitors, ensuring a professional and seamless front-of-house experience.
• Prepare and collate documentation including client packs, meeting materials, and internal documents.
• Assist with invoicing and administrative processes within Xero.
• Support internal projects and continuous improvement initiatives across the business.
• Support the Property Finance team with post-approval processes, including:
  • Liaising with clients, lenders, and solicitors
  • Preparing and managing documentation
  • Maintaining accurate records across internal systems and third-party platforms
  • Assist with invoicing and administrative processes within Xero.

Qualifications & Experience

• Cert III or higher in Business or related discipline or equivalent proven experience.
• 2+ years’ experience in an administrative or office support role (preferred).
• Strong organisational and time-management skills, with the ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• High attention to detail and accuracy across all tasks.
• Proficiency in Microsoft 365 (Word, Outlook, Excel) and general systems.
• Experience with Xero or similar platforms (desirable).
• A proactive, solutions-focused mindset with the ability to anticipate needs.
• Professional, confident, and client-focused approach.
• Ability to handle confidential information with discretion and integrity.