The Victor Smorgon Group was founded in 1995 by Victor and Loti Smorgon, together with their family. Their joint aspiration was to grow and develop the family’s assets into a diverse group to build generational wealth and provide support for future generations. Today, the Victor Smorgon Group is one of Australia’s most established and successful family offices, operating across multiple asset classes to build sustainable wealth for family and external investors.

Throughout their lifetimes, Loti and Victor Smorgon's vision was to engage the family in intergenerational giving, and to establish a philanthropic legacy that continues positive social change. The Group's philanthropic giving continues to evolve and adapt to changing trends and emerging issues in the community and family philanthropy remains an integral part of the history and identity of the Victor Smorgon Group today.

We are seeking a skilled and detail-oriented Executive Assistant to provide support and assistance to our Head of Philanthropy in a crucial role of managing correspondence, meetings, diary management and research.

This role would suit a person with experience in a corporate environment (including a legal, financial/professional services or political office).

JOB DESCRIPTION

We are seeking a skilled and detail-oriented Executive Assistant to join our family office as a part-time team member.

You will provide support and assistance to our Head of Philanthropy in a crucial role of managing correspondence, meetings, diary management and research.

This position offers flexible hours and an opportunity to contribute to the success of a dynamic and fast-paced family office philanthropy environment.

KEY RESPONSIBILITIES

Specifically, the role requires:

• Managing correspondence for a busy Family Philanthropy office
• Preparation of meeting agendas, including taking of minutes at and the distribution of relevant materials associated with quarterly board meetings
• Maintaining up to date information on funds available for granting and the register of existing and ongoing funding commitments including annual commitments for the funding entities.
• Undertaking research on organisations seeking funding
• Preparation of pledge letters for signature
• Supporting the Head of Philanthropy with diary management
• Preparation of accounts for payment
• Occasional event management for the Family Philanthropy office events/gathering
• Liaising with current grantees and prospective grantees as required
• Preparation of the annual Family Philanthropy Report in conjunction with the Head of Philanthropy.

REQUIRED SKILLS / KNOWLEDGE / EXPERIENCE

The required skills and experience may have been gained through a minimum of 5 years of experience working.

• Previous experience dealing with sensitive and confidential information
• Excellent verbal and written communication skills
• Knowledge of Microsoft Office Suite
• Ability to multi-task and be highly adaptable
• Strong researching & reporting skills

PERSONAL ATTRIBUTES

• Professional, well organised and detail oriented
• Reliable and responsible
• An ability to work autonomously
• A willingness to learn new systems