Executive Assistant – Financial Services

Business Support
  • EA support for the Chairman and CIO
  • Heavy focus on diary and inbox management, run their days
  • Be part of a successful team of professionals


Step into a unique opportunity to support the top two high profile Executives of a prestigious Investment Manager based in Sydney CBD. Renowned in their field, this organisation stands as a beacon of excellence, and you’ll be at the forefront, ensuring smooth operations and maintaining the momentum of their success.
In a tight-knit team of just over 50 professionals, your role as an Executive Assistant is pivotal. You’ll be the glue that holds everything together, supporting key decision-makers and facilitating the execution of critical initiatives.

About the role:
You’ll play a key role in supporting the Chairman and CIO. In this fast-paced environment, you’ll be the linchpin, coordinating schedules, managing communications, and ensuring seamless operations. Your ability to anticipate needs and proactively address them will be instrumental in driving efficiency and effectiveness at every turn.
This isn’t just another job—it’s a chance to be part of something exceptional.

The team are back in the office full-time so this role is 5 days in the office.

Duties and responsibilities:

Diary management

  • Managing the diary of the two Heads of Business
  • Scheduling executive meetings
  • Assist with and attend to incoming calls, liaising with clients, emails and general matters as required
  • Manage ever changing priorities and anticipate diary clashes before they happen


Board representation

  • Preparation of company and external board packs, monthly market commentary report, external board documentation etc.



  • Prepare and reconcile business expenses, verify documentation, and submit for payment for Chairman, CIO and Investment Manager


Travel logistics and events

  • Coordinating travel logistics, including flights, transport and hotel bookings
  • Organising events with clients and investors, booking meeting rooms and catering as required
  • Organising company events such as the Christmas Party


To succeed with your application, you will ideally have:

  • Minimum of 10 years’ experience as an Executive Assistant, ideally within the Financial Services sector
  • Demonstrated as business savvy, capable of grasping the broader commercial landscape
  • Proven track record of supporting high-paced teams adeptly
  • Adaptable to shifting priorities, managing them with ease
  • Exceptional written and verbal communication skills
  • A collaborative spirit, fostering teamwork and offering constructive input
  • Outstanding organisational prowess and time management abilities, adept at setting and meeting deadlines
  • Proficient in all Microsoft Office applications, including Word, Outlook, Excel, and PowerPoint


Your proactive mindset and capacity to thrive under pressure, all while consistently delivering on deadlines, are invaluable assets in this role. Coupled with your adaptable “can-do” attitude, these qualities set the foundation for success in our dynamic and driven environment. Your commitment to executing tasks to the highest standards will be duly recognised and rewarded in this fast-paced, highly motivated setting.

If you are interested in hearing more about this role, then please reach out in confidence to claire.hunt@platinumpacificpartners.com.au

Headquartered in Sydney, Australia, Platinum Pacific Partners provides bespoke recruitment solutions to investment banks, private equity funds, corporates and asset management clients. With over 90 years’ international experience, our driving ethos is to create meaningful connections between talent and business, delivered with absolute integrity.

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