EA/Private PA

Senior Role, Looking after Divisional Heads and Senior Clients, Dual Locations- Collins Street & Southeast Melbourne, Unique Role/ COVID Work Conditions.

About Us
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.

The Family Office
Working with our Family Office team you will be a key support person, for the Partners and Senior team members and our long-standing clients. A high level of professionalism, maturity and the ability to manage confidential information and people and situations will be an integral part of your daily role.  Our clients are sophisticated HNW families and extend across multiple generations, thus the ability to modify and adapt the way in which you communicate is imperative.

The Opportunity
We currently have a great opportunity for a Senior EA to work with the Head of Family Office and the Senior members of the team, and our long-standing clients. This role is unique as the successful candidate will work in our prestigious Collins Street Office, supporting a team of highly professional colleagues as well as providing high-level PA/Concierge services to our client/s, in their office/s. The role will be split equally between the family office team and the client.

Key Responsibilities:  
As an experienced senior EA you will understand the general expectations of the role along with the ever-changing demands which can arise, particularly around meeting deadlines and managing various stakeholders’ requirements, both internally and externally.

  • Schedule meetings and appointments, diary management and manage travel itineraries
  • Concierge and lifestyle management for the client
  • Attend relevant meetings with Partner/s and capture action items and ensure follow up
  • Support Partner/s in planning activities and commitments to maximise efficiencies
  • Coordinate executive communications, including taking calls, responding to emails and interfacing with clients. Responding to all routine and non-routine enquiries
  • Possess advanced working knowledge of Microsoft Office suite of products with an emphasis on PowerPoint Excel, electronic calendar management, various video conferencing and email applications
  • Prepare documents for team members as well as correspondence
  • Record minutes of client meetings as required and ensure follow up on action points as and when required
  • Assist with personal errands, communications and tasks of the Partner/s and client/s as and when requested.

About You:

  • Proven minimum 15 years as a EA gained in Professional Services/Large corporate or working with High Net Worth Individuals, CEO’s, GM’s or Board Members
  • To be successful in this role you will be highly experienced in the provision of executive support services with excellent written and verbal communication skills
  • You will need to be adept at working in a confidential manner and be able to liaise with a diverse range of stakeholders at all levels
  • Personal traits include professionalism, sound judgement, discretion, flexibility, resourcefulness and energy
  • Ideally, possess relevant business qualifications, Cert or Diploma in Office Administration will be an advantage.

  Culture & Benefits:

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

Please ensure that you attached a detailed cover letter and resume explaining your suitability for this role.

07/09/2020 $0 CBD & Inner Suburbs 1 Administration & Office Support
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