Practice Manager – Financial Planning Firm – Gold Coast / Hybrid – Newly Created Leadership Support Role – Flexibility + Future Growth Opportunities – 80K-110K
Core
Executive support and operational leadership for a Financial Planning practice, acting as a trusted right-hand person to the Managing Director.
Role type
Senior IC Practice Manager / Executive Assistant
Builds
Operational efficiency, streamlined workflows, and high-performing office environments for a Wealth Management and Financial Planning firm.
Domain
Financial Services / Professional Services
Required skills
Practice management, project coordination, process improvement, executive support, stakeholder management, multi-priority management
Preferred skills
Experience in Financial Planning, Accounting, or Professional Services
Technologies
None stated
Responsibilities
Act as Executive Assistant to the Managing Director, drive process improvement initiatives, coordinate local and offshore team members, assist with project management and reporting, liaise with advisers and clients, maintain a professional office environment.
Seniority
Senior, hands-on IC