Personal Assistant/Office Manager

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At Certainty Wealth, we pride ourselves on delivering an exceptional service to our clients. As we continue to grow, we are seeking a highly organized and proactive Personal Assistant/Office Manager to support our Managing Director and the rest of the leadership team, ensuring the seamless operation of our office environment.

This is a pivotal role for a resourceful professional who thrives in a fast-paced setting, demonstrates excellent attention to detail, and brings a high level of discretion and initiative. If you're looking to contribute meaningfully to a respected and forward-thinking wealth management firm, we invite you to explore this opportunity with us.

What you'll be doing:

• Providing administrative support to MD's and the Executive team's calendar, including booking meetings, arranging travel, and taking notes at meetings.
• Providing comprehensive assistance to MD and the Executive team.
• Providing administrative support as needed in coordination with support staff.
• Undertaking personal errands for the MD on an ad hoc basis.
• Managing and filtering the MD's email inbox.
• Handling incoming calls and emails from internal and external contacts – responding politely, accurately, and thoroughly.
• Making travel arrangements – working closely with the Executive team to coordinate schedules and manage bookings.
• Organising deliveries of office supplies.
• Managing the logistics of the office, including booking conference rooms and equipment for meetings.
• Managing the calendar to ensure that the MD is prepared for all upcoming engagements.
• Assisting with planning events, from organising catering to sourcing speakers and furniture for the event.

What we're looking for:

• Excellent verbal and written communication skills.
• Experience working alongside others and offering support to achieve shared goals.
• Experience in an office environment or other professional setting.
• An ability to handle multiple tasks while properly prioritizing urgent and high-impact work.
• An ability to think proactively and show initiative.
• An ability to exercise discretion with sensitive information, including client and employee data.

Preferred skills/qualifications:

• Expert proofreading and editing skills.
• Familiarity with common office software.
• Self-starter personality and intellectual curiosity.
• Strong problem-solving ability.
• Strong project management ability.
• Comfort working with top-level managerial staff.

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