Senior Executive Assistant / Business Manager

Anton Murray Consulting; Sydney; On-site; AUD 120,000 - 150,000; Full time

Job summary

Anton Murray Consulting supports a boutique financial services firm in Sydney's CBD to recruit a Senior Executive Assistant / Business Manager. The role provides exclusive executive support to the Managing Director and CFO, with involvement in project work, business management and marketing activities.

The role requires five days in the office. You will manage diaries, travel, expenses, and reports, using Excel and PowerPoint for data and content, and Salesforce for data entry and reporting.

Qualifications

• 10–15 years of Senior EA/Business Management experience in Financial Services or Banking.
• Advanced MS Office skills are essential.
• Proactive, organized and able to manage a heavy workload.

Responsibilities

• Manage extensive, complex diaries and coordinate meetings, calls and video conferences.
• Coordinate travel, flights and accommodation for the team in line with policy.
• Prepare and submit expense reports accurately each month.
• Produce reports in Excel and content in Word/PowerPoint with high attention to detail.
• Use Salesforce for data entry and reporting; assist business development tasks.
• Provide office support and collaborate with the EA team as needed.

Skills

Senior EA experience

Financial services background

MS Office expert

Salesforce

Detail-oriented

Tools

Salesforce

MS Office

Job description

Senior Executive Assistant / Business Manager

Our client is a boutique financial services firm based in the CBD of Sydney. They have an office of 42staff in Sydney + a small office in Melbourne with 5 staff

They are seeking an experienced EA to provide exclusive executive and administrative support to the Managing Director and CFO. As well as the usual EA tasks, you’ll also get involved in project work / business management / some marketing activities and other tasks to assist the business.

Our client is looking for someone who has a positive work ethic, is well presented, friendly and with an approachable personality. You will be a high achiever with an attention to detail and good interpersonal skills.

The role requires 5 days in the office.Your duties will include:

• Extensive, complex diary management, including coordination of internal and external meetings, calls, video conferences.
• Maintain team diaries and contacts
• Telephone answering is a priority & accurate and prompt messages and assistance
• Travel & book flights and accommodation for team, including knowledge and awareness of the whereabouts of bankers, relevant client activities and travel policy guidelines
• Expenses & accurately complete expense reports for team of bankers each month Assisting bankers and general administration tasks, source and collate research information, news runs and project materials as required.
• Coordinate couriers and outgoing mail, distribute incoming mail
• General administration, including document production (Word) when required; ad hoc project work
• Client entertainment & organize ad hoc lunches, dinners; work with
• Generate reports using Excel, and collate data and content in Word & Powerpoint using exceptional attention to detail. Exceeding excel skills would be favourably looked upon.
• Arrange and manage meetings, including day-to-day priorities
• Using the Salesforce platform for data entry and reporting
• Manage and coordinate travel arrangements including itineraries, transportation, hotel bookings and expenses.
• Provide assistance in varied aspects of Business Development
• Provide general office support when required, assisting other Administrative team members

Experience:

• Have 10-15 years’ experience as a Senior EA / Business Management experiencein Financial Services, or Banking
• Have advanced MS Suite skills
• Must be able to work proactively in a fast-paced and demanding environment and have the ability to prioritize a busy workload
• Highly organized with strong attention to detail and an ability to manage multiple tasks and deliver quality results
• Exhibit highest standards of professionalism and maturity and the ability to bring ideas and experience to tasks
• Excellent communication/interpersonal skills; able to interact at all levels Proactive, punctual, reliable and a team player, together with a willingness to help other members of the EA team
• Be a good team player who is willing and ready to help your peers to ensure smooth daily operation in the office