Position Description

This position is responsible for coordinating daily activities and providing operational and administrative support to the Research function in the Sydney office. The incumbent will take ownership of core duties including the coordination of travel, expenses, subscriptions, and events, supporting Research Analysts directly on critical tasks, and maintaining effective relationships with internal teams and external stakeholders.

This role is essential to the Australian Research team’s success by ensuring seamless execution of administrative workflows, contributing to operational effectiveness, and enabling the team to deliver impactful insights to CLSA’s valued client.

Key Areas of Responsibilities

• Coordinate business travel arrangements and itineraries for Research staff undertaking domestic and international trips; collaborate with regional CLSA office travel staff for cross-functional coordination.
• Process and verify expense claims, ensuring compliance with policies and procedures; liaise with teams to resolve discrepancies.
• Participate in event coordination, including invitations, materials preparation, name tags, and venue setups; support corporate access requirements.
• Assist with of office management tasks and provide ad hoc support to Research Analysts and the Head of Research.
• Compile, organize, and present data-driven information in PowerPoint and other visual presentations formats.
• Maintain schedules, data entry records, and support reporting needs for the Research team.
• Ensure proactive communication and foster relationships with both internal and external stakeholders to support the team’s operational goals.

Requirements

• Bachelor’s Degree, preferably in Business, Finance, or a related field.
• Minimum of 2+ years of office management, administration, or relevant experience; experience in financial services preferred, but not required.
• Strong proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
• Professional demeanor and communication skills for both internal teams and external clients.
• Self-motivated individual with a growth mindset and a desire to build a career in financial services.
• Ability to communicate effectively in English.