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Executive Assistant / Receptionist

Glenferrie South
RIVA Recruitment

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EA / Receptionist opportunity in a face-paced and growing private wealth / financial planning firm. Successful candidates will be driven to succeed!

About the company
Our client is independently owned financial services firm providing investment and financial planning advice to high net-worth individuals and families. Their continued organic growth has resulted from existing client referrals. The team consists of 25 people who are professional, hard-working and friendly who place their clients first.

About the role
This is a permanent full-time position. You will be assisting the partner and main financial adviser working alongside his team of experienced financial planning professionals and your key duties will include:
  • Diary management
  • Email inbox management
  • Organising client meetings
  • Building rapport with clients
  • Covering Reception
Skills & experience
  • Experience working as a PA or EA
  • Attention to detail
  • Able to multi-task
  • Well presented with exceptional communication skills
  • Financial services experience (preferred).
  • Friendly, collaborative and vibrant team environment
  • Professional, fast paced and client focused.
  • Be a part of a growing high-end investment focused financial planning firm
  • Assist one of the most successful and intelligent professionals within private wealth
How to apply
If you are interested in learning more about this position, please apply via the attached email link.

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