Job Description
Are you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom.
Your Team
The Administrative Assistant will work with the Super & Investments (S&I) Executive Assistant and the existing S&I Admin team to assist with supporting the diary management, account management, power point pitches and other duties as required.
Your Responsibilities
Provide day to day diary and meeting support including scheduling, rsvp’ing, and room bookings while ensuring conflicts are managed.
Management of agenda, logistics and minutes of managers’ team meeting.
Support the preparation of high-quality presentation materials and briefing packs, ensuring accuracy, consistency, and timely delivery.
Manage the processing of invoices and expenses for the teams ensuring expense procedures are adhered to.
Assistance with expense reports for Executive Director’s and high-volume team members as requested by Head of/General Manager.
Setting up and onboarding new suppliers including supplier governance and adherence to policy.
Timely handling of the distribution of the team’s mail
Managing office administration for the team including the management of stationery, travel, kitchen supplies etc.
Helping to facilitate and organise team offsites and being a primary point of contact for external events.
Your Capability and Experience
An ability to operate proactively across all core areas of responsibility
A great attitude is a must
Excellent inter-personal communication skills with individuals at all levels of seniority - both written and verbal
High degree of confidentiality
Highly organized & proactive
Having good interpersonal skills with a willingness to help
Proven time management skills and being able to work under pressure
Strong personal presentation skills
Highly self-motivated with the ability to operate without supervision
Excellent computer literacy (including Microsoft Windows, PowerPoint, Outlook, OneNote)
Good attention to detail and takes pride in the quality of their work
Ability to operate in a team and adapt to the culture in the team environment
Proven and strong ability to meet deadlines and manage multiple tasks at any given time
What to Expect
At CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to:
Access to CFS Employer Super, which offers an expansive investment menu and flexible insurance solutions
Support with financial services, including discounts on home loans and daily bank accounts through our partnership with a leading financial institution
Access to 24/7 confidential support covering safety, medical and mental health services
Life Leave - 3 days per annum to focus on your wellbeing or celebrate a special event
Exclusive discounts on retail, travel and entertainment
Additional leave day to celebrate your birthday
CFS Culture
At CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential.
Apply today and join us in helping Australians to achieve their financial freedom.
Please note, CFS requires all candidates to have full work rights in Australia.
Where we have preferred candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate’s employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role.
This role is based on Gadigal Land (Sydney).
Your Team
The Administrative Assistant will work with the Super & Investments (S&I) Executive Assistant and the existing S&I Admin team to assist with supporting the diary management, account management, power point pitches and other duties as required.
Your Responsibilities
Provide day to day diary and meeting support including scheduling, rsvp’ing, and room bookings while ensuring conflicts are managed.
Management of agenda, logistics and minutes of managers’ team meeting.
Support the preparation of high-quality presentation materials and briefing packs, ensuring accuracy, consistency, and timely delivery.
Manage the processing of invoices and expenses for the teams ensuring expense procedures are adhered to.
Assistance with expense reports for Executive Director’s and high-volume team members as requested by Head of/General Manager.
Setting up and onboarding new suppliers including supplier governance and adherence to policy.
Timely handling of the distribution of the team’s mail
Managing office administration for the team including the management of stationery, travel, kitchen supplies etc.
Helping to facilitate and organise team offsites and being a primary point of contact for external events.
Your Capability and Experience
An ability to operate proactively across all core areas of responsibility
A great attitude is a must
Excellent inter-personal communication skills with individuals at all levels of seniority - both written and verbal
High degree of confidentiality
Highly organized & proactive
Having good interpersonal skills with a willingness to help
Proven time management skills and being able to work under pressure
Strong personal presentation skills
Highly self-motivated with the ability to operate without supervision
Excellent computer literacy (including Microsoft Windows, PowerPoint, Outlook, OneNote)
Good attention to detail and takes pride in the quality of their work
Ability to operate in a team and adapt to the culture in the team environment
Proven and strong ability to meet deadlines and manage multiple tasks at any given time
What to Expect
At CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to:
Access to CFS Employer Super, which offers an expansive investment menu and flexible insurance solutions
Support with financial services, including discounts on home loans and daily bank accounts through our partnership with a leading financial institution
Access to 24/7 confidential support covering safety, medical and mental health services
Life Leave - 3 days per annum to focus on your wellbeing or celebrate a special event
Exclusive discounts on retail, travel and entertainment
Additional leave day to celebrate your birthday
CFS Culture
At CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential.
Apply today and join us in helping Australians to achieve their financial freedom.
Please note, CFS requires all candidates to have full work rights in Australia.
Where we have preferred candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate’s employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role.
This role is based on Gadigal Land (Sydney).
💡 Quick Summary
Seeking a career-building opportunity? The Administrative Assistant position is now open for candidates interested in the Helper Jobs sector. This role in Sydney offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Helper Jobs is a plus.