Team Coordinator/Executive Assistant

Immediate Start (remote working at the moment), Collins Street Office, Supportive Career Development.
Mutual Trust is a multi-family office providing integrated wealth services to Australia’s most successful families, family businesses, trustees, not-for-profits and individuals. Our purpose is to help families achieve what matters most.

About Our Team
Mutual Trust has over 210 staff, located across our offices in Melbourne, Sydney, Perth and Adelaide. Our team of people enjoy a fun and engaging culture. We have diverse roles and opportunities across accounting, tax, family office, agri-business, trustee and philanthropy competencies. We support our focus on technical expertise through extensive learning and development opportunities.

Our Investment Advisory team provides a comprehensive, highly tailored, integrated wealth management service to a select number of highly engaged sophisticated clients. A high calibre team that prides itself on providing high-quality services to their clients.

The Opportunity
Working with the Head of Investment Advisory, Partners and the team, you will play a key role in managing the day to day administration activities as expected.

As the Team Coordinator/EA, you will always be representing the team and be keeping with the Firm values. You will be expected to be a clear communicator, able to build rapport quickly, to achieve results effectively and in a consultative way, aiming to build relationships with people, regardless of position or seniority.

Key Responsibilities:

  • Ensure all documentation, marketing proposals, presentations and communications are correctly formatted and presented before distribution, for the collective team
  • Ability to take initiative with little supervision working both autonomously and collaboratively
  • Responsible for managing and obtaining highly confidential and sensitive information to support the team
  • Liaise and coordinate all meetings, both internally and externally, with clients, external fund managers and advisors
  • Provide pro-active solutions and resolve issues as and when they may arise.

About You

  • Extensive experience dealing with various technology applications, a high level of computer skills, and the confidence and ability to be able to support a team remotely in this current environment is mandatory for this role
  • Whilst you are meticulously organised, well in advance, expect things to change, and at short notice. You are flexible and adaptable, you are a natural problem solver, and can think ahead 
  • High attention to detail is imperative as is the ability to think laterally when problem-solving
  • The background and experience that will be advantageous and preferred is: a demonstrated understanding of client services gained in Professional Services such as Legal, Accounting or Consulting, Investment Advisory/Wealth Management
  • A minimum of 3 years’ experience, gained in a similar role that will have exposed the ideal candidate to the skills needed to be able to multi-task priorities, competing deadlines and manage various personalities whilst remaining composed under pressure
  • A keen interest in finance and a desire to pursue a career within Investment Advisory will be supported and encouraged
  • Qualifications in Office Administration, or Business and Finance related fields will be well regarded.

Culture & Benefits

  • Supportive flexible work arrangements and the opportunity to purchase additional leave  
  • Professional training and development for staff of all levels  
  • Yearly health and well-being allowance and activities for our staff  
  • Work with industry experts in highly specialised roles
  • Employee assistance program offering free counselling and support for you and your family  
  • Annual performance payment based on the business and your performance
  • Paid community / volunteer days and charity involvement
  • Reward and Recognition program

22/06/2020 $0 CBD & Inner Suburbs 1 Administration & Office Support
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