Netwealth - See Wealth Differently (ASX:NWL)

Executive Assistant

Netwealth - See Wealth Differently (ASX:NWL)

full-time

Posted on:

Location Type: Hybrid

Location: Melbourne • Australia

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About the role

  • Effectively manage busy and dynamic calendar, coordinate meetings, and organising travel arrangements.
  • Ensure thorough preparation for meetings with relevant materials and talking points.
  • Act as a liaison between C-suite executives and key stakeholders (including Board Members).
  • Handle confidential information with discretion and professionalism.
  • Support execution of strategic projects, preparing presentations, reports, and correspondence.
  • Assist in managing investor, board, and client relationships.
  • Plan and coordinate executive and team events.
  • Assist with special initiatives, ensuring timely completion and effective execution, managing expense reporting and vendor relationships.

Requirements

  • Strong experience supporting C-suite executives, preferably in a high-growth, fast-paced environment.
  • Strong understanding of the wealth management, fintech, or financial services industry is a plus.
  • Excellent organisational and time-management skills, with the ability to prioritise and multitask effectively.
  • Outstanding written and verbal communication skills, with a high level of professionalism.
  • Proficiency in Microsoft Office Suite and project management tools (e.g., Planner, MS Project, Miro).
  • Tech-savvy with the ability to quickly learn and adapt to new tools and systems.
  • Exceptional attention to detail and a proactive, problem-solving mindset.
  • Ability to work independently, exercise sound judgment, and maintain confidentiality.
Benefits
  • Family-friendly support: Paid parental leave and a fully funded school holiday program
  • Wellness perks: CU Health (virtual healthcare), income protection, flu shots, wellness weeks, retail discounts and financial wellbeing services
  • A vibrant culture: social events, trivia nights, and corporate sports
  • Employee Resource Groups: LGBTQIA+, DAWN (Development and Accelerating Women at Netwealth), Culture Group and Carers Group
  • Community Impact: Paid volunteering and our Netwealth Impact Group

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
calendar managementmeeting coordinationtravel arrangementspreparation of presentationsreport writingcorrespondenceexpense reportingvendor management
Soft skills
organisational skillstime-management skillsprioritisationmultitaskingwritten communicationverbal communicationprofessionalismattention to detailproblem-solving mindsetindependence