Executive Assistant

• Great role for an experienced EA within Shadforth Financial Group
• Permanent full time, Melbourne based
• Professional, supportive environment

Shadforth is one of Australia’s leading financial advisory firms, dedicated to fostering deep, meaningful relationships with clients to ensure their financial well-being and future security. With a legacy spanning 100 years, we are proud to be the largest fiduciary-certified firm in the country. Our award-winning brand operates 12 offices nationwide, supported by over 100 financial advisers and a team of 280 staff.

At Shadforth, we are committed to upholding the highest standards of professionalism. We invest significantly in developing our people’s skills and offer not just jobs but rewarding careers.

The opportunity to join our team 

Great opportunity to work within Shadforth Financial Group to provide operational and administrative assistance to the Head of Shadforth and Leadership Team.

Key Responsibilities: 

• Assist in the day to day running of the Shadforth team in Victoria
• End to end diary management and travel coordination
• Processing accounts payable
• Onboarding new staff including internal and external platforms
• Staff events and workshops
• Assist in planning and organising client events, venue hire, catering etc
• Assist with PWA Regular Progress Reports
• Agendas and presentations for meetings.
• Arrange presenters for training sessions (PD), book staff in for external training
• Manage attendance registers, feedback forms, CPD points accreditation
• Processing corporate credit card expenses for Head of Shadforth in Concur

What you will bring: 

• Hands on experience in a business support or executive assistant role within Financial Advice, Superannuation or Financial Services
• Thrive in a busy fast paced environment
• Exceptional organisational and time management skills
• Flexibility and desire to learn new skills
• Strong proficiency in Microsoft Office
• Exceptional communication skills and maintain high discretion in handling confidential matters
• Proven ability to manage multiple projects
• Ability to build relationships quickly

 
Make your move. Make your mark.  

What gets us excited about working here? Helping people do more with their money. From those starting out to those retiring. As your team, we’ll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives  

If this sounds like your kind of career, you sound like our kind of person. Here, you’ll be making a positive impact in people’s lives straightaway – and every day. The first point of contact for our clients whenever they need support.  

Along the way, you’ll be free to learn new skills, grow, and get great things done. Around here, we like to call it “putting our fingerprints on the future”.  

Showing up for every Australian 

We’re one of Australia’s leading financial wellbeing organisations, helping people feel good about their money. This starts by helping our people feel good about working here. That means flexibility. Plenty of opportunity. And celebrating all the unique things that make you, you – what matters to you, matters to us.  

To Apply 

Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-join-our-team. 

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment. 

Please note that applications from agencies will not be considered at this time. 

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.