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Executive Assistant – Wealth Management

AMP · Sydney

🇬🇧 English
Microsoft 365

Job description

About the role

AMP is seeking an Executive Assistant to support senior leaders in its Wealth division. You will act as a trusted partner, helping directors and a general manager stay focused on strategic priorities while ensuring smooth day‑to‑day operations.

Key responsibilities

  • Provide high‑level executive support, managing complex, dynamic calendars aligned to business priorities.
  • Coordinate communications, including inbox management, prioritisation, and escalation of critical matters.
  • Arrange domestic and international travel in line with policy and preferred suppliers.
  • Organise meetings, leadership forums, and team events with attention to detail and cost efficiency.
  • Maintain organisational records, communication lists, and team structures.
  • Manage expenses and AMEX reconciliation with accuracy and compliance.
  • Prepare presentations, reports, and executive materials as required.
  • Leverage Microsoft 365 and emerging AI tools to improve workflows and efficiency.

Required profile

  • Experience in a fast‑paced, collaborative environment, preferably within financial services or a customer‑focused business.
  • Understanding of wealth management or financial planning processes (preferred).
  • Familiarity with regulatory and compliance environments in financial services.
  • Strong judgement, organisation, and attention to detail.
  • Excellent communication and stakeholder‑management skills, especially with senior leaders.
  • Ability to work proactively in a dynamic, evolving environment.
  • Flexible, team‑oriented mindset with willingness to support beyond core responsibilities.

Required skills

  • Microsoft 365

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Published 3 months ago

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AMP

Sydney