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Join Infinity Group Coaching as a Wealth Strategist Assistant.
You will play a crucial role in supporting our Wealth Strategists in delivering exceptional service to our esteemed clients.
You will assist by handling general administration, email management, expenses reports, organizing travel, and updating CRMs.
About Us Infinity Group is led by our visionary founder, Graeme Holm, who has graced the stage alongside legends like Tony Robbins, Robert Kiyosaki, David Goggins, Gary Vaynerchuk, and the esteemed Sir Richard Branson!
Holm's trailblazing methods have captured the attention of industry giants, setting us apart in revolutionizing financial strategies.
Role Review Read all Wealth Strategist emails, identify the appropriate person to action each request, and compile a summarised email with key items requiring attention, including seeking feedback on necessary actions.Organize, start, and moderate Zoom meetings, take meeting minutes, and upload records into SharePoint.Prepare meeting documents, including agenda preparation, and follow up on action items on behalf of the Wealth Strategist.Manage the Wealth Strategist's diary, handle modifications and reschedules, and optimize their time efficiently.Generate reports as required.Organize and collate travel plans, including flights, cars, accommodation, restaurant/meeting room bookings, and other logistics.Organize marketing materials for property presentations and events.Follow up on property-related inquiries from clients, ensuring timely responses and clear communication.Act as a key liaison between internal teams (Contracts, Finance Strategists, Wealth Strategists) and external stakeholders (developers, agents, legal representatives) to ensure seamless information flow and issue resolution.Respond to client queries regarding property availability, specifications, pricing, contract processes, and other key details, escalating complex inquiries as needed.Attend Real Estate Mastery events in full, assisting with marketing, client follow-ups, and stock swaps.Conduct further fact-finding on client strategy documents to prepare for Wealth Strategists.Attend corporate events every two months over the weekend.Be available outside standard business hours to assist clients and partners across different time zones.Qualifications and Skills 3+ years in Executive Assistance or similar roles (Events Assistant, Admin Assistant, Project Assistant)3+ years supporting property sales in Finance or Real Estate industryProven experience managing an executive's diary and calendarStrong organizational and time management skillsExceptional attention to detailExcellent written and oral communication skillsKnowledge of the financial services industry is advantageousWhy Join Infinity Group? Competitive salary and benefits – above industry standardOpportunities for professional growth – expand your career in a thriving industrySupportive and collaborative culture – be part of a team that values learning and innovationWork in a dynamic environment – Based in WollongongPlease be aware that this position is a full-time on-site role and work from home arrangements are not an option.
Successful candidates must be prepared to work exclusively from the office in Wollongong, New South Wales.
How do your skills match this job?Your application will include the following questions:
Which of the following statements best describes your right to work in Australia?How many years' experience do you have as an Executive Assistant or in similar functions?What CRMs have you used previously?Do you have experience in the Real Estate or Financial Sector?Have you read the advertisement fully and understood that this is a full-time, on-site role in Wollongong, NSW and remote candidates should not apply?#J-18808-Ljbffr