Executive Assistant

About Netwealth

Netwealth isn't just a company. We're shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more, and we're proud to be recognised as one of Australia's most innovative FinTech businesses.

Since 1999, we've grown rapidly by challenging the status quo. We move fast, think big, and stay agile. Free from unnecessary bureaucracy so we can deliver smarter solutions for our clients and create real impact.

But what truly sets us apart? Our people. We're a team of curious, optimistic and courageous individuals who collaborate to make life better for more Australians. We value authenticity, and agility, and we believe in creating an environment where you can do your best work, grow your career, and feel part of something meaningful.

If you're looking for a place where your ideas matter, where innovation is celebrated, and where you can help shape a brighter financial future, join us at Netwealth.

The opportunity

As Executive Assistant and trusted advisor you will effectively manage their busy and dynamic calendar, coordinate meetings and organising travel arrangements, ensuring thorough preparation for meetings with relevant materials and talking points, and act as a liaison between them and key stakeholders(including Board Members), handling confidential information with discretion and professionalism.

You will support with the execution of strategic projects, preparing presentations, reports, and correspondence, and assist in managing investor, board, and client relationships. You will plan and coordinate executive and team events, and assist with special initiatives, ensuring time completion and effective execution, managing expense reporting and vendor relationships.

About you

As an experienced Executive Assistant, you are a proactive, detail-oriented professional with strong problem-solving skills and the ability to anticipate needs.

Skills and experience you bring to the role include.

• Strong experience supporting C-suite executives, preferably in a high-growth, fast-paced environment.

• Strong understanding of the wealth management, fintech, or financial services industry is a plus.

• Excellent organisational and time-management skills, with the ability to prioritise and multitask effectively.

• Outstanding written and verbal communication skills, with a high level of professionalism.

• Proficiency in Microsoft Office Suite and project management tools (e.g., Planner, MS Project, Miro).

• Tech-savvy with the ability to quickly learn and adapt to new tools and systems.

• Exceptional attention to detail and a proactive, problem-solving mindset.

• Ability to work independently, exercise sound judgment, and maintain confidentiality.

Life At Netwealth

At Netwealth, we believe a fulfilling career is built on growth, balance, and belonging. Our people are our greatest strength, and we’re committed to supporting you at every stage of life because when you thrive, so do we.

We're proud to be recognised as one of Australia's top 5 companies for Career Development (endorsed by WORK180). From further education and diverse training opportunities to strong support for internal mobility. Your career can grow here.

Our flexible hybrid model supports balance, with just 4 days in the office each fortnight. When you’re in, you’ll enjoy working from one of our modern, thoughtfully designed spaces across Australia – including our state-of-the-art Melbourne CBD office. All locations feature contemporary facilities to make your day comfortable, and in Melbourne, you’ll also enjoy perks like end-of-trip amenities and daily breakfast to make your commute easier.

We offer benefits designed for your wellbeing and personal development, including;

• Family-friendly support: Paid parental leave and a fully funded school holiday program

• Wellness perks: CU Health (virtual healthcare), income protection, flu shots, wellness weeks, retail discounts and financial wellbeing services

• A vibrant culture: social events, trivia nights, and corporate sports

• Employee Resource Groups: LGBTQIA+, DAWN (Development and Accelerating Women at Netwealth), Culture Group and Carers Group

• Community Impact: Paid volunteering and our Netwealth Impact Group

We're proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. It's one of our core values. We're committed to equity and inclusion through our gender equality, disability, LGBTQIA+, wellbeing and cultural initiatives. And we're certified by WORK180, Family Friendly Workplaces and Great Places to Work.

If you're excited by the opportunity but don't meet every requirements, we still encourage you to apply. Research shows people often hesitate unless they tick every box. We value potential and passion just as much.

Need adjustments during the recruitment process? Contact us at [email protected]

Apply now and help us shape a brighter financial future!