Are you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom.
Your Team
Reporting to the Head of the Office of the Superannuation Trustee, we are looking for an incredible permanent Board Liaison Manager to join our CRO Office at CFS.
This role is Sydney CBD based, with hybrid working.
Your Responsibilities
- Manage Board and Board Committee processes by attending to the preparation and distribution of papers, agendas, minutes, standing items, matters arising, circular resolutions and other related tasks.
- Respond to requests for statutory records and corporate information
- Coordination of training and maintaining up to date Standard Operating Procedures
- Assisting the Company Secretary with risk and compliance obligations
- Filing and safe keeping of company registers and statutory records relating to CFS Group entities.
- Maintain and manage the Diligent relationship and portals.
- Create and maintain internal records (including, office holders list, structure charts, Document Execution Register, etc), working documents (including, checklists and trackers, etc), and standard operating procedures.
- Manage Boards’ Director Contact List.
- Arrange, manage and communicate the logistics (including calendar invites) for Board and Committee meetings (where applicable).
- Update any changes (as required) to the Company Secretariat intranet pages.
- Be the central liaison person for Director Communications and interactions.
- Assist with other projects from time to time, including with Company Secretariat risk and compliance activities, and processes for various Boards when required.
- Respond to and collate documents for with regulatory lodgments and related queries (as required).
- Monitor and manage the Team shared mailbox.
- Assist with team administration matters.
- Provide calendar and secretarial support to the Head of the OST & Group Company Secretary
Your Capability and Experience
- Solid Executive Board Assistant experience or experience in similar Business Manager/Senior Executive Assistant role
- Strong written and verbal communication skills
- Governance or legal qualifications (preferred)
- Advanced Microsoft Office skills (Word, PowerPoint, Teams, OneNote and Excel)
- Advanced Experience with Diligent Boards
- Highly organized with excellent time management skills
- Strong customer service/relationship management skills
- Experience with DocuSign
- Very strong attention to detail
- Strict adherence to confidentiality at all times
- Ability to work autonomously and use initiative to drive success
What to Expect
At CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to:
- Access to CFS Employer Super, which offers an expansive investment menu and flexible insurance solutions
- Support with financial services, including discounts on home loans and daily bank accounts through our partnership with a leading financial institution
- Access to 24/7 confidential support covering safety, medical and mental health services
- Additional leave day to celebrate your birthday
- Life Leave - 3 days per annum to focus on your wellbeing or celebrate a special event
Exclusive discounts on retail, travel and entertainment
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CFS Culture
At CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential.
Apply today and join us in helping Australians to achieve their financial freedom.
Please note, CFS requires all candidates to have full work rights in Australia.
Where we have preferred candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate’s employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role.
This role is based on Gadigal Land (Sydney).
