Wealth Strategist Assistant

Position Overview
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 supporting our Wealth Strategists by handling general administration, email management, expenses reports, organising 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 revolutionising 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.

• Organise, 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 optimise their time efficiently.
  
• Generate reports as required.
  
• Organise and collate travel plans, including flights, cars, accommodation, restaurant/meeting room bookings, and other logistics.
  
• Organise marketing materials for property presentations and events.
  
• Follow up on property-related enquiries 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 enquiries 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 industry
  
• Proven experience managing an executive's diary and calendar
  
• Strong organizational and time management skills
  
• Exceptional attention to detail
  
• Excellent written and oral communication skills
  
• Knowledge of the financial services industry is advantageous
  
  

Why Join Infinity Group?

• Competitive salary and benefits – above industry standard
  
• Opportunities for professional growth – expand your career in a thriving industry
  
• Supportive and collaborative culture – be part of a team that values learning and innovation
  
• Work in a dynamic environment – Based in Wollongong
  
  

Please 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.