Overview
Team Assistant – Corporate Finance Jobs in Sydney, New South Wales, Australia at Ord Minnett
Title: Team Assistant – Corporate Finance
Company: Ord Minnett
Location: Sydney, New South Wales, Australia
About Ord Minnett
As a premier Australian wealth management firm, Ord Minnett has been an emblem of trust and excellence in the investment landscape for over 150 years. We pride ourselves on offering comprehensive services in stockbroking, financial planning, funds management, and portfolio management—all designed to empower our clients and help them achieve their financial goals.
About The Role
We are seeking a highly organised, proactive, and detail-oriented Team Assistant to join our boutique Corporate Finance team. In this dynamic role, you will provide comprehensive administrative support to our team of corporate finance professionals, ensuring smooth operations and enabling them to focus on delivering exceptional service to our clients. Your contributions will play a crucial role in maintaining a high level of efficiency and professionalism within our fast-paced environment.
Key Responsibilities
Administrative Support:
- Coordinate and manage complex calendars, schedule appointments, and arrange meetings, conferences, and travel arrangements for team members.
- Prepare and edit correspondence, reports, and presentations with a high level of accuracy and attention to detail.
- Maintain confidential files and records, handle sensitive information, and exercise discretion when necessary.
- Assist with expense tracking, processing invoices, and other financial administrative tasks.
- Handle incoming calls, emails, and inquiries, providing prompt and professional responses or redirecting them to the appropriate team members.
Team Coordination:
- Act as a central point of contact within the team, fostering effective communication and collaboration.
- Coordinate team events, outings, offsites, and meetings, ensuring seamless logistics and creating opportunities for team building.
- Assist with onboarding new team members, including coordinating IT setup, office supplies, and necessary documentation.
- Maintain organised digital and physical filing systems, ensuring efficient retrieval of documents and information.
Project Support:
- Assist in the preparation and coordination of client presentations, pitch books, and marketing materials, working closely with team members to ensure accuracy and timeliness.
- Conduct research, gather data, and assist with project-specific tasks as assigned.
- Support the team in maintaining client relationships, including managing client contact lists and maintaining CRM systems.
About You
You are a positive individual with a proactive, approachable and friendly manner. You thrive in an energised, fast paced environment and can efficiently prioritise tasks by deadlines and work under pressure whilst upholding a strict level of confidentiality. While you are able to develop strong relationships with your stakeholders, working autonomously suits you and you take pride and ownership of your work.
Required experience/ knowledge:
- Strong Microsoft application knowledge (Word, PowerPoint, Excel and Outlook)
- Minimum 2+ year of office administration experience
- Ability to prioritise workload, work autonomously and be proactive
- Confident communicator, written and verbal
- Ability to work in a busy corporate environment
- Secondary school education and/or relevant administration qualifications/experience advantageous
Why Join Ord Minnett?
At Ord Minnett, you will find a unique opportunity to become a valued member of a dynamic and reputable firm. Elevate your career within Australia's leading wealth management group, where you will contribute to shaping the future of the Australian investment landscape.
Join our cohesive team that values excellence, fosters a vibrant work culture, and remains dedicated to delivering outstanding services.
If you are ready to make a meaningful impact within a distinguished organisation, we encourage you to apply and embark on this rewarding journey with us at Ord Minnett.
Come join us as we continue to build wealth for generations!
Ord Minnett does not accept unsolicited resumes from recruitment agencies and search firms. Please do not email or send unsolicited resumes to any Ord Minnett employee, location or address.
