Evidentia - Office Manager & Team Assistant

Posted 7 Days Ago
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Sydney, New South Wales
In-Office
Mid level
Fintech • Software • Financial Services
The Role
The Office Manager & Team Assistant manages executive schedules, oversees office operations, organizes meetings and events, and ensures a professional work environment.
Summary Generated by Built In

Evidentia Group is seeking an Office Manager & Team Assistant – the organisational powerhouse who keeps everything running smoothly.

This role is ideal for someone who thrives on juggling priorities, keeping people and projects on track, and creating a workplace where things just work. Acting as the go-to person for the leadership team and the heartbeat of the office, the Office Manager & Team Assistant will play a critical part in ensuring executives are supported, events run flawlessly, and the workplace remains welcoming, efficient, and professional.


About Evidentia

Evidentia Group is the result of a merger between Evidentia, Lonsec Investment Solutions, and Implemented Portfolios, three leaders in managed accounts. Together, the Group offers innovative investment solutions tailored to financial advisers and their clients.


About the Role

Reporting to the GM, Marketing & Communications, this role combines office management with executive assistance. The Office Manager & Team Assistant will proactively manage diaries, meetings, and communications for senior executives, while overseeing all aspects of office operations from supplier management to event coordination.

The role will also play an important part in creating a welcoming, professional office environment, coordinating travel arrangements, and supporting the onboarding and experience of staff.


Responsibilities

Executive Support

  • Manage diaries, schedule meetings, and coordinate appointments for senior executives
  • Screen calls, emails, and correspondence, ensuring timely follow-up
  • Prepare documents, reports, presentations, and agendas
  • Process expense claims and reconcile invoices
  • Assist with collation and distribution of board and management reports

Meeting & Event Coordination

  • Organise internal and external meetings, including agendas, minutes, venues, and catering
  • Arrange logistics and technology setup for executive, board, and cross-functional meetings
  • Support planning and delivery of internal events such as all-staff updates, strategy offsites, and team functions

Office & Administration Management

  • Oversee office reception duties, visitor welcome, and access coordination
  • Liaise with building management and service providers for maintenance and operational needs
  • Order and maintain office and kitchen supplies, liaising with vendors as required
  • Coordinate travel bookings, itineraries, and accommodation for executives and staff

About the Candidate

  • Previous experience as an Office Manager, Executive Assistant, or senior-level administrator
  • Exceptional organisational skills, with the ability to prioritise in a fast-paced environment
  • Ability to remain calm and work effectively under pressure while managing competing priorities
  • Strong verbal and written communication skills
  • High level of discretion, maturity, and professionalism
  • Proficiency in Microsoft Office Suite (Word, PowerPoint, Outlook, and intermediate Excel)
  • Comfortable engaging with senior stakeholders and external partners
  • Tertiary qualifications in Business, Administration, or a related field
  • Experience supporting multiple senior stakeholders simultaneously

Evidentia is an equal opportunity employer and is committed to creating an inclusive environment for all employees. We encourage applications from people belonging to groups underrepresented in Financial Services.

Working Rights – Applicants must hold current permanent and full-time working rights in Australia, for example as a Citizen or Permanent Resident.

Top Skills

Microsoft Office Suite
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The Company
HQ: Sydney, New South Wales
133 Employees
Year Founded: 1994

What We Do

With over 30 years of experience, Lonsec is one of Australia’s most prominent investment research and ratings businesses proudly serving financial advisers, fund managers and the superannuation industry. Positioned at the nexus of Australia’s financial advice and investment industry, we provide timely, actionable insights that add real value to your investment and advice solutions.

As of 1 August 2024, Lonsec is a fully owned entity of Generation Development Group (ASX: GDG).

For more information visit www.lonsec.com.au, or call us on 1300 826 395.

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