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About the RoleThis is an opportunity to work directly with a CFO inside a Family Office and be involved in work that most Executive Assistant roles never touch. Yes, there is executive support. But you will also be involved in investment reporting, financial data, governance, and portfolio activity. You will see how capital is deployed, how performance is tracked, and how decisions are made.You will work alongside the CFO''s Professional Executive Assistant and the Investment Analyst and will be trusted with real responsibility. If you want to learn, the work is there. If you perform well, the role expands.ResponsibilitiesManaging the CFO''s day-to-day priorities and scheduleSitting in on Investment Committee and Advisory Board meetingsPreparing meeting papers, taking minutes, and tracking decisionsWorking with financial data in Xero and reporting systemsAssisting with investment performance tracking, capital calls, and distributionsSupporting monthly and quarterly reporting packsPulling reports, reviewing numbers, and assisting with analysisAssisting with legal, compliance, and governance documentationAbout YouYou want more than a standard EA role. You like being close to decisions, understanding the numbers, and knowing what is really happening in the business. You are comfortable with detail, discretion, and responsibility.You likely have a background in Accounting or Law, or experience in a Family Office, Private Equity, Investment, or professional services environment. You are confident in Excel, comfortable with financial systems, and interested in developing deeper exposure to finance and investments over time.BenefitsDirect access to a CFO and investment decision-makingExposure to investments, reporting, and governanceA role that grows with capability, not tenureA high-quality, newly refurbished office in ToowongSmall team where good performance is noticedPlease apply with current resume in Microsoft Word format only (.doc or .docx). If you would like to have a confidential discussion, please contact Casey Glase on +61 0468912571, quoting reference JN -012026-42273. Want to know more about Davidson? Visit us at www.davidsonwp.com #J-18808-Ljbffr