Personal Assistant & Marketing Coordinator
Core
Provide high-quality personal assistance to the Lead Partner while coordinating marketing, events, and communications activity across the NSW, ACT, and QLD Private Clients business.
Role type
Personal Assistant & Marketing Coordinator
Builds
Client events, seminars, and partner engagement activities
Domain
Financial services / Wealth management
Deliverable
product features
Required skills
Diary management, Event coordination, Marketing campaign coordination, Stakeholder liaison, Expense processing, Travel administration, Report preparation, Team support
Preferred skills
Financial services experience, Microsoft 365 proficiency, Qualification in business administration or marketing
Technologies
Microsoft 365 (Outlook, PowerPoint, Word, Excel, Teams)
Responsibilities
Manage complex diary and domestic travel; Coordinate marketing calendar and client events; Draft communications and presentations; Process expense submissions and invoices; Liaise with agencies and suppliers; Support team meetings and business reports.
Seniority
Individual Contributor