Executive Assistant at BlueRock

Melbourne, Victoria, Australia -

Full Time

Start Date

Immediate

Expiry Date

23 Aug, 26

Salary

0.0

Posted On

25 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Diary Management, Inbox Management, Meeting Coordination, Client Liaison, CRM Administration, Project Administration, Financial Support, P&L Reporting, Process Improvement, SOP Management, HubSpot, Asana, Commercial Acumen, Communication Skills, Organization, Proactivity

Industry

Financial Services

Description

Do things you love with people you care about and good things happen 💙 BlueRock is for entrepreneurs, by entrepreneurs. We’re a one-stop-shop for business owners and investors with adventurous goals. BlueRock was created to be different to other firms – a disruptor by nature, and a multidisciplinary firm that is changing the way people and clients view professional services. From day one, that has been a central element that has attracted both clients and people to it. That difference, together with the entrepreneurial drive provided by its founder, Peter Lalor, has enabled BlueRock to grow incredibly quickly. Established in 2008, BlueRock employs over 300 people in Australia and New Zealand. BlueRock know that business can be tough and that life gets busy, which is why we act as advisors, not just accountants, and bring together lawyers, finance brokers, digital specialists, insurance brokers, financial planners, and grant consultants – everyone our clients need on their team to make life easier. We love what we do, and we understand how to attract and retain the best talent and clients. BlueRock has grown quickly to become a national business, recognised on Top 100 lists and as a ‘Best Place to Work’ company for many years. Joining our team means unlocking career growth opportunities, gaining client referrals through our seamless service offerings, and engaging in meaningful work that makes a real impact. We’re proud to be 🥳 B Corp Certified Winner of the Women in Finance Employer of the Year Award 2025 A Certified Great Place to Work 2025 Not only that, we put our people first, in 2025 our BlueRockers said… 88% of BlueRockers say they genuinely care about their fellow BlueRockers 88% of BlueRockers believe that they are given a lot of responsibility 83% of BlueRockers can easily talk to management About the role If you are looking for a role where you can make your mark and grow, this could be your dream role. Our COO is looking for a commercially focused Executive Assistant to assist them in team organisation, business planning, and growth. You will support the division's strategic initiatives and help remove resourcing and financial hurdles so projects can move forward smoothly. You'll provide practical administrative support, tackle day-to-day challenges, and create the space our teams need to grow, all while enjoying a collaborative, upbeat environment and growing yourself! What you’ll be doing Diary, inbox & meeting management: Manage calendar, schedule meetings, prioritise and triage emails, organise division/team meetings and celebrations, prepare pre-read briefs, agendas and take clear minutes with actions and owners. Client & prospect liaison: Attend discovery and client meetings, capture notes, send professional follow-ups, maintain relationships, handle referrals and communicate with prospects. CRM & project administration: Maintain HubSpot (pipeline stages, meeting notes, contact records, upload proposals), enter project timings into task platforms, track timelines/milestones and update relevant teams. Events & external representation: Attend networking events and conferences, support event organisation and confidently represent the division in external meetings. Finance & supplier support: Issue invoices, follow up on overdue payments, reconcile receipts, source/manage suppliers, track deliverables and approve invoices with stakeholders. P&L, reporting & resourcing: Pull basic project revenue reports, prepare P&L snapshots, assist month-end reconciliations, monitor team capacity and timesheets, flag resourcing constraints and send weekly capacity reports. Processes, SOPs & ad hoc support: Own/process SOP follow-ups, support process improvements, and handle confidential or ad hoc executive tasks (research, presentations, board/client pack prep). We want to hear from people who has : Experience in an Executive Assistant, team coordinator, operations or agency support role (or similar). Basic commercial acumen with familiarity regarding P&L summaries and experience using accounting or invoicing software. Experience with CRM systems such as HubSpot and project management tools such as Asana. Strong communication skills and is highly organised, confident when engaging with clients, proactive in getting things done and focused on improving processes. Our people love to work for us, here’s why! We believe in work-life integration and offer a hybrid model that includes both in-office and remote work options. This approach allows our people to find the balance that works best for them, accommodating their individual needs and day-to-day flexibility whilst also recognising the value of connecting in our amazing office. We have our very own BlueRock public holidays to give our people the day off, on us! Free weekly lunches, awesome social events (including a social club – winery tours to museum tours), and an amazing headquarters in the CBD. Receive mentoring and coaching from industry leaders We are known for creating plenty of opportunities for growth and promotion. An inclusive and diverse workplace culture centred on meaningful work, wellbeing and fun. A commitment to your wellbeing with Gym Allowances and access to 24/7 wellbeing, medical and safety support through our partner Sonder. For more amazing perks of working at BlueRock and employee benefits – head to our careers page! Or check us out on our socials and TikTok, @BeBlueRock 😎 How to apply: If this sounds like you, then please click on the "Apply" button and follow the prompts. If you think you have what it takes, but don’t necessarily meet every single point on the job description – please still apply. We’d love to see if you could be a great fit and we can't wait to meet you! For any questions regarding this opportunity or if you require adjustments to participate in the recruitment process, please reach out to John O’Hare at john.ohare@thebluerock.com.au or Lee Kelly at lee.kelly@thebluerock.com.au . Please be advised that BlueRock or any of its related or controlled entities do not accept unsolicited contact or resumes from Recruitment Agencies. Even in 2026, it needs to be said, BlueRock is a workplace committed to equal employment opportunities regardless of age, citizenship, colour, disability, gender and gender identity, marital status, nationality, race, sexual orientation, or veteran status

Responsibilities

Provide high-level administrative and strategic support to the COO, focusing on team organization, business planning, and growth. Responsibilities include managing calendars, handling client liaison, overseeing CRM data, and assisting with financial reporting and P&L snapshots.