Executive Assistant/Finance Operations Coordinator (3-days) at BlueRock

Melbourne, Victoria, Australia -

Full Time

Start Date

Immediate

Expiry Date

08 Mar, 26

Salary

0.0

Posted On

08 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Organisational Skills, Time Management, Written Communication, Verbal Communication, Discretion, Proactivity, Flexibility, Calm Under Pressure

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. From a disruptive startup, BlueRock has grown quickly to become a national business, recognized 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 A Certified Great Place to Work 2025 Not only that, we put our people first, in 2025 our BlueRockers said… 83% of BlueRockers can easily talk to management 88% of BlueRockers say they genuinely care about their fellow BlueRockers 88% of BlueRockers believe that they are given a lot of responsibility If you’re seeking a workplace dedicated to excellence for its people, clients, and the community – a space where your contributions are not only recognised but celebrated – and if you’re ready to advance your career within a reputable firm brimming with clever, inspiring, and fun-loving BlueRockers, then let’s chat 👋 We’re excited to meet you! About the Finance team From home loans to large-scale development funding, BlueRock’s Finance team aims to make the impossible possible. We secure the right finance to bring our clients dreams to life and support them every step of the way on their business or property journey. What You'll be Doing: We’re seeking a Junior Executive Assistant / Finance Operations Coordinator to join the Finance team on a part‑time basis (3 days per week). You’ll provide day‑to‑day administrative and operational support to our Executive Managing Partner, Jamie, and help keep the division running smoothly. This is a hands‑on role ideal for someone organised, proactive and keen to grow within a finance and operations function. This will include: Calendar & meetings Diary management: Maintain Jamie’s calendar, prioritise appointments and ensure he’s briefed for each meeting. Client and internal meetings: Arrange and coordinate client meetings, initial client introductions and internal BlueRock meetings. Liaison with contacts: Organise meet‑and‑greets with key contacts and lenders as required. Follow up on new opportunities: Assist in contacting new client leads and organising diaries for initial conversations. Events / Travel Team and client events: Support planning and logistics for team events (annual planning day, socials, birthdays) and client events. Travel bookings: Book travel and accommodation for Jamie and divisional leaders attending interstate meetings and conferences. People & Culture Onboarding/offboarding: Assist with onboarding and offboarding for division staff using DMH Connective and coordinate with People & Culture. Probation and training: Ensure probation reviews are diarised and forms completed; help manage the division’s internal training schedule. Candidate meetings: Help schedule candidate catch‑ups and interviews with the People & Culture team. Financials / Reporting Card and receipt management: Act as primary contact for AirWallex corporate cards and manage receipt collection and reconciliation. Forecasting & reporting: Help record forecasted monthly revenue in the firmwide MADRO report and maintain the Excel forecast. Commissions & invoicing: Support the accounts team with commissions reconciliation and create invoices in Xero when requested. Budget meetings: Attend monthly budget meetings and take action notes as required. Subscriptions: Monitor and ensure memberships and subscriptions are up to date. General Client care: Arrange client gifts and assist with client communications as needed. Marketing & content: Liaise with the marketing team to help release content to clients and assist in preparing internal meeting materials and slide decks. Ad‑hoc support: Provide whatever Jamie needs to feel organised and supported day‑to‑day. Experience: 1–3 years’ experience in an administrative, EA or operations support role, ideally in professional services or finance. Skills: Excellent organisational and time‑management skills, strong written and verbal communication, and a high level of discretion. Systems: Comfortable learning platforms such as Xero, DMH Connective, AirWallex and Microsoft/Google suite. Attributes: Proactive, flexible, calm under pressure and eager to support a busy leader and a growing division. Our people love to work for us, here's why! We believe in giving back – BlueRockers are supported to help communities through Volunteer days and pro bono work! We have our very own BlueRock public holidays to give our people the day off, on us! 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 invest in your wellbeing through Gym Allowances and access to 24/7 wellbeing, medical and safety support through our partner Sonder. Free weekly lunches, awesome social events (including a social club – winery tours to Luna Park), 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. 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 2025, 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

The role involves providing day-to-day administrative and operational support to the Executive Managing Partner and ensuring the smooth running of the finance division. Responsibilities include calendar management, event planning, travel bookings, and financial reporting.