Jobs in Australia : Archives

March 9, 2016

Personal Assistant - Financial Advice Transformation - Ref No.2244293

Filed under: Uncategorized — karol @ 12:30 am

Profusion’s client is currently going through a massive 3+ year transformation in the financial planning and financial advice arena. This has led to the need of a Personal Assistant who can provide administrative support and assistance to the Head of Technical Delivery and Compliance to join immediately.

You will be responsible for:
Provide extensive administrative support including essential diary management and email management where required, responding where necessary and appropriate
Preparation, collation and distribution of various agendas, including the team packs and action items as well as other documents and presentations
Produce high quality documents including Word reports and PowerPoint presentations, and from time to time, Excel spreadsheets
Act discreetly when handling confidential and sensitive information at all times
Respond to key stakeholder enquiries as necessary
Processing of expenses, including reconcile and arrange payment of corporate AMEX card and review/reconcile monthly IT billing
Work with other Team Assistants and be available to assist with new starter set ups, relocations and sourcing additional assets (laptops, phones) etc when required
Work closely with other EA’s and PAs/Team Assistants as well as across the organisation
Actively participate in the administrative management of the floor(s) such as mail deliveries, kitchen maintenance and general floor maintenance where required
Complying with company policies and utilising approved suppliers when and where necessary.

You will have
At least 5 years project experience, preferably on a combination of business and technology projects/programs.
Experience in financial advice or financial planning
Experience working within a transformation program (with multiple streams/projects within)
Excellent written and verbal communication skills as well as strong stakeholder management skills.
Strong aptitude with Microsoft Word, Excel, PowerPoint and Outlook packages preferred.
Forward thinking and able to work with changing priorities
Self-starter who has a proactive approach and a proven ability to use initiative
Results and quality focused
Strong customer focus
Strong team player
Flexible approach in an evolving team
Approachable with an open communication style

This is a 12 month fixed term contract (with annual leave entitlements) on a 3+ year Advice Transformation, with likely extensions.

Apply directly to Dave Marshall …… ) via the link below for an immediate interview.

(Please not only candidates who meet the above requirements will be contacted)

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