Executive Assistant & Finance Administrator

About the Role

This is an opportunity to work directly with a CFO inside a Family Office and be involved in work that most Executive Assistant roles never touch. Yes, there is executive support. But you will also be involved in investment reporting, financial data, governance, and portfolio activity. You will see how capital is deployed, how performance is tracked, and how decisions are made.

You will work alongside the CFO's Professional Executive Assistant and the Investment Analyst and will be trusted with real responsibility. If you want to learn, the work is there. If you perform well, the role expands.

Responsibilities

• Managing the CFO's day-to-day priorities and schedule
• Sitting in on Investment Committee and Advisory Board meetings
• Preparing meeting papers, taking minutes, and tracking decisions
• Working with financial data in Xero and reporting systems
• Assisting with investment performance t...