• Autonomous role managing multiple private entities & investments
• Join a highly trusted and established family office with long-term stability
• Hands on position with scope to drive financial operations

The Opportunity

We are seeking a highly capable and detail-oriented Finance & Administration professional to join a Private Investment Family Office. This is a hands-on, autonomous role responsible for managing the full spectrum of finance, accounting and administration across a diverse portfolio of private entities, investments, and assets. This role offers a unique opportunity to step into a trusted position within a well-established family office, where discretion, reliability, and financial acumen are paramount.

The Responsibility

• Full function bookkeeping using Xero across multiple entities;
• Accounts payable and receivable;
• Invoice approvals, payments, and reconciliations (bank and credit card);
• Monthly payroll and superannuation processing;
• Preparation and review of ATO compliance (IAS/BAS);
• Liaising with external accountants, tax agents, lawyers and financial institutions;
• Support with asset transactions and reconciliations;
• Cash flow management and financial reporting;
• Assist with year-end accounts, audits, and tax obligations;
• Ad hoc administration tasks to support the Executive Assistant and Office Manager.

The Expertise

We are seeking a professional with a minimum of five years’ experience in a similar role who has had exposire to administration and finance, ideally within a small business or family office environment. The ideal candidate will be proficient in Xero and online banking platforms. A high level of attention to detail, strong organisational and problem-solving skills, and the ability to work independently while managing multiple entities are essential. The role requires sound financial decision-making, a high level of discretion and integrity when handling sensitive information, and strong skills in Excel and the broader Microsoft Office suite.

*Note this role is based onsite 5 days per week in the office in Bondi.

The Next Step

Please apply now with your updated resume or reach out to Isabella Armati on 0417 937 303 for more information.

About Assistant Sydney
  
Here at Assistant Sydney, our sole focus is to partner with organisations and executives to attract the very best office support talent. Our ambition is to be recognised as the most respected office support recruitment firm in Australia. We build personal relationships with the best Office Support talent across Australia, recruiting positions ranging from Reception to Executive Assistants on a temporary and permanent basis.