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Sales Team Assistant, Sydney

Sydney, NSW, Australia
Full time
Posted 1 month ago
Logo of First Sentier Group
First Sentier Group
Banking, investment & finance
501-1,000 employees
3 jobs
Compare top employers
About the role
The Sales Team Assistant provides day‑to‑day operational and administrative support to the Distribution team, including diary management, travel and expenses, CRM support, and assistance with presentations and client communications. The role supports internal coordination, events, and cross‑functional collaboration, enabling senior leaders to focus on strategic priorities and maintaining strong client relationships.
About you
Your experience and skills

You bring strong administrative experience and a proactive approach, enabling you to thrive in a fast‑paced environment. Your background includes:

  • 5+ years’ experience in an administrative or team assistant role, ideally within financial services, asset management, or a distribution‑focused environment.
  • Experience supporting senior executives, managing multiple stakeholders, and coordinating across teams.
  • Strong organisation and time‑management skills, with the ability to manage competing priorities under pressure.
  • Excellent written and verbal communication skills, including preparing professional correspondence and client‑facing materials.
  • High proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel) and experience using CRM systems (e.g. Salesforce).
  • Sound financial literacy, including budgeting support, expense management, and invoice processing.
  • A professional, collaborative, and service‑oriented approach, with high levels of discretion and confidentiality.
  • A flexible, proactive mindset, with a willingness to support broader team initiatives beyond core responsibilities.

Your day to day

  • Provide day‑to‑day administrative and operational support to Distribution leaders, including diary management, travel, expenses, and cost reporting.
  • Support CRM activities, client records, and reporting.
  • Prepare presentations, meeting materials, and client communications in line with brand guidelines.
  • Coordinate meetings, offsites, roadshows, and client events.
  • Support onboarding/offboarding, maintain internal registers, and liaise with People & Culture.
  • Collaborate with cross‑functional teams and provide backup support across the EA/coordination team.
  • Maintain a high level of professionalism, confidentiality, and contribute to process improvement initiatives.

Our commitment to Diversity, Equity & Inclusion (DE&I)

We value the different experience, ideas and perspectives that our people bring to the work they do. We are committed to fostering an inclusive and equitable culture where diversity can thrive. We believe this leads to better outcomes for our people and our clients, and it’s the right thing to do.

We provide equal employment opportunities to applicants regardless of race, religion, sex, sexual orientation, gender identity or expression, disability, age, family status, or any other category protected by law.

If you require any adjustments throughout the recruitment process or as part of the role, please let us know so we can support you.

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