Our Client
Our client is one of Australia’s most respected financial services firms, proudly delivering tailored investment advice and wealth management solutions for over 150 years. With 13 offices nationwide, 550 staff and an international presence in Hong Kong, our client embodies excellence, innovation, and integrity.
The Brisbane office, located on Eagle street, employs 70 staff and combines prestige with a collaborative and close-knit team culture. Join a business that values its people, offering opportunities for personal and professional growth while working alongside some of the brightest minds in financial services.
Why this role?
This is your chance to step into an exclusive role providing high-level support to a CEO who was awarded an Officer of the Order of Australia (AO) for his distinguished service to the financial and stockbroking sectors, and to the community through a range of organisations. Recognised for his visionary leadership, he has been with the company for over 30 years and is actively involved in numerous high-profile boards and community initiatives.
As his trusted Executive Assistant, you will ensure seamless daily operations for a CEO at the helm of a dynamic and growing organisation. Whether managing complex schedules, coordinating high-stakes meetings, or supporting stakeholder engagements, your impact will be substantial.
This role is offered part-time (3-4 days per week) with competitive pro-rata remuneration of $95,000 to $110,000 FTE package (including super). The role is designed for an experienced, polished professional seeking a meaningful, flexible opportunity within a leading financial firm.
About the duties of the role
You’ll be at the heart of a dynamic and fast-paced environment, where no two days are the same and you will thrive by ‘thinking on your feet’. Your key responsibilities include:
- Diary & Travel Management: Handle a demanding schedule, organise national and international travel, and adapt plans on short notice.
- Events: Plan exclusive boardroom lunches and corporate events with exceptional attention to detail.
- Stakeholder Engagement: Communicate with high-net-worth clients, politicians, board members and internal teams, ensuring a professional and polished approach.
- Administrative Excellence: Support document preparation, meeting coordination, client account setups, and expense reconciliations.
- Personalised Support: Provide ad-hoc assistance, including personal errands, and maintain a proactive and flexible mindset.
About you
To be successful, you will need:
- Proven experience as an Executive Assistant, ideally in financial services or a related industry.
- A polished and professional demeanour with the confidence to liaise with senior stakeholders and high-net-worth clients.
- Exceptional organisational skills and the ability to thrive in a dynamic, fast-moving environment.
- Discretion, resilience, and adaptability to support a busy executive.
- Proficiency with Microsoft Office and exceptional communication skills.
- A proactive, no-task-too-small mindset and the ability to stay one step ahead.
Why you want this role
You will join a culture that values excellence, long-standing client relationships, and collaboration. The Brisbane team is tight-knit, passionate, and thrives on delivering results. Additional benefits include :
- Being part of a company where the average tenure exceeds 10 years, a testament to its supportive and engaging work environment.
- An influential and highly regarded CEO, passionate about client service and community initiatives.
- Professional development opportunities and the chance to connect with Brisbane’s elite financial services network.
- An exclusive office location in the heart of Brisbane’s financial hub.
- Competitive remuneration.
How to Apply
If you are a dynamic, experienced, and polished Executive Assistant ready to take on this exciting challenge, we want to hear from you. Please apply by upload your current resume in Microsoft Word format only (.doc or .docx).
If you would like to have a confidential conversation, we welcome your enquiry. Please contact Catherine Lyttle on +61 0400585530, quoting reference JN -012025-39278. Want to know more about Davidson? Visit us at www.davidsonwp.com
Don’t miss the chance to contribute to the success of one of Australia’s most prestigious financial firms.
