• Great opportunity for a proactive, experienced Personal assistant to provide professional support to management within a financial services organisation
• 9-month fixed term contract with potential to extend
• Sydney CBD location offering hybrid flexibility

OUR COMPANY

Founded in 1998 by John Williams, Lumina recognised the gap in the market and began offering specialist outsourced financial management services. For more than 25 years, Lumina has been the finance team of choice for financial services organisations, public and private enterprise, family offices and foreign owned subsidiaries in Australia. With a talented team of over 50 astute and qualified accountants, bookkeepers and support staff fully based in Australia, we operate within a highly secure control environment, using the latest in technology to deliver seamless six-star service with agility and precision.

Lumina offers a unique opportunity to work in a leading accountancy firm providing outsourced finance services based in the Sydney CBD.

THE OPPORTUNITY

We are seeking a professional, proactive Personal Assistant to join our business. This is a role for someone who is eager to apply their existing skill set by supporting management with a wide range of administrative support duties. By providing on-going administrative support to the partner and wider team, you will be a highly valued member of the business.

Reporting to the Partner of Lumina the Personal Assistant plays a vital role within the business, also providing professional support to the Head of finance, outsourcing directors and technical teams with a range of administrative and professional services to Lumina clients.

Key responsibilities:

• Assisting the partner with all diary management, ensuring the use of priotisiation, organisation and strong proactiveness.
• Ensure all meetings, appointments and travel arrangements are scheduled efficiently and accurately.
• Scheduling and monitoring the partners weekly, monthly and quarterly check in’s, cross referencing with the team’s tracker to provide visibility.
• Assistance and support to the outsourcing team, supporting with the scheduling of annual performance reviews.

Financial

• Assisting with all aspects of billing and client debtor management.
• Assisting team members to enable good budget performance and Identify cost savings where appropriate.
• Assistance with drafting and lodgement of tax documents to the ATO and the ASIC.
• Compiling of company statements, drafting of solvency resolutions, finalising for review and client signatures.
• Compilation of income tax returns for client signatures when required.

HR related tasks

• Organising and scheduling of necessary training courses across the wider team, ensuring all training sessions are accounted for and informed of.
• Maintenance of Partner leave calendar ensuring all is communicated with necessary management.
• Request client employee background checks when required.

Client relationship

• Maintaining clear, professional and respectful communications with clients.
• Ensuring full confidentiality throughout all transactions within this role.

Personal

• Ability work within a high volume and fast paced environment, managing conflicting schedules.
• Delivery of a high standard of work within specified deadlines, and management of competing deadlines.
• Develop strong working relationships with team members; based on integrity and professionalism.
• Always maintaining high professional standards of behaviour, enthusiasm, flexibility and resourcefulness.
• Excellent written and verbal communication skills.
• Timely identification of potential issues.
• Ability to utilise office systems and resources to complete tasks efficiently.

Lumina values

• Excellence in everything
• Integrity is our value
• Luminary in finance
• Great vibes
• Respect for all
• Professional excellence

WHAT YOU NEED TO SUCCEED

• Demonstrated commitment to professionalism, integrity and open communication.
• Intuition to deliver work on time and to a consistently high standard.
• Ability to perform as an effective member of a team.
• Contribute to maintenance of excellent client relations: generate positive client feedback and zero negative feedback.
• Strong interpersonal skills, bubbly and enthusiastic

YOUR EXPERIENCE

• Strong experience in a Personal Assistant role supporting at Partner level.
• Strong skill set with all Microsoft suit- Excel, word, PowerPoint.
• Exposure to financial services industry is preferred but not required.

HOW TO JOIN US

You may apply using your LinkedIn profile, however, we would love to know more. Therefore, we welcome the inclusion of a CV and/or attached a cover letter. For further information, please contact our Internal talent acquisition Chloe at [email protected]

No Agencies.

Do you know how it feels to help others and be a part of a team that is revolutionising an industry? We are not just looking for someone who wants a job but someone who is genuinely passionate about furthering their career in a growing company.

Working at Ultimate Performance (U.P.) means a singular focus on mastering your craft as a personal trainer. No, selling, no prospecting for clients on the gym floor, we take care of that for you. Results and client outcomes are what count, not chasing sessions.

Every single person in any position of authority within the personal training team started out as a junior PT at Ultimate Performance, just like you. Imagine that your manager, your managers manager and so on have all walked in your shoes. Our goal is to develop you through our educational framework to be a part of this growing story as one of our future stars.

In your first year with U.P. you will receive over 200 hours of individual education time working with your mentor and leadership team to help you master your craft on your path to becoming a world leading personal trainer. All while getting paid a salary, not solely “eat what you kill”, do sessions or go hungry. To allow you the opportunity to focus on what matters, client results.

U.P. is the only international Personal Training business in the world. We are widely regarded as the fitness industry’s leading Personal Trainers from providing the most consistent high-level results, life changes, and transformations time and time again.

We are looking for individuals who can demonstrate:

• That you are not frightened to reflect inwards and examine your motives.
• That you seek out and continue to learn from your own mistakes.
• An investment into others.

• Ambition and persistence in your desire to better yourself.
• A genuine passion for resistance training. We are looking for individuals who can demonstrate:
• Ambition and persistence in your desire to better yourself.
• A genuine passion for resistance training.

So, if you are interested in a role that will allow you to:

• Work alongside some of the leading trainers in the fitness industry as a team.

• Work in a culture where results – not numbers – are the name of the game. We take care of the sales and marketing, so you have the time focus on what matters as a trainer.
• Take part in a full education program while also being provided your own mentor.
• Deliver personal training through our own company app, while we continue to work behind the scenes to revolutionise the technology available to use as a Trainer.
• Be pushed to never accept anything less than your very best.
• Be provided with the possibility to travel around the world.

Then hit APPLY today to be considered and discuss further with the U.P. team!

Salary: $36.29 - $47.19 per hour

U.P. does not provide Personal Trainer qualifications and so requires all applicants to have already attained their Cert 4 qualification in Personal Training, or equivalent qualification.

Please note that all U.P. Trainers need a valid right to work, therefore we ask queries around this within the application process to determine whether sponsorship consideration is required by Ultimate Performance. It poses no potential limitation to your application.

Your data will be stored by Ultimate Performance and will be used by our HR and recruitment teams for the purpose of managing your application. You can find out more about how we use your data during our recruitment process here: https://ultimateperformance.com/terms-conditions

* Hours: full-time, including early mornings and late evenings in your first year of service.

Advertised earnings are reflective of your first year with the company.

We have been made aware of fraudulent entities around the world claiming to represent Ultimate Performance. We will never request your bank details within an application or request an exchange of money to apply for a role at U.P. If you see a role advertised for Ultimate Performance requesting payment or to provide bank details then please DO NOT apply via that channel. Please do not hesitate to contact us directly if you have any concerns.

Do you know how it feels to help others and be a part of a team that is revolutionising an industry? We are not just looking for someone who wants a job but someone who is genuinely passionate about furthering their career in a growing company.

Working at Ultimate Performance (U.P.) means a singular focus on mastering your craft as a personal trainer. No, selling, no prospecting for clients on the gym floor, we take care of that for you. Results and client outcomes are what count, not chasing sessions.

Every single person in any position of authority within the personal training team started out as a junior PT at Ultimate Performance, just like you. Imagine that your manager, your managers manager and so on have all walked in your shoes. Our goal is to develop you through our educational framework to be a part of this growing story as one of our future stars.

In your first year with U.P. you will receive over 200 hours of individual education time working with your mentor and leadership team to help you master your craft on your path to becoming a world leading personal trainer. All while getting paid a salary, not solely “eat what you kill”, do sessions or go hungry. To allow you the opportunity to focus on what matters, client results.

U.P. is the only international Personal Training business in the world. We are widely regarded as the fitness industry’s leading Personal Trainers from providing the most consistent high-level results, life changes, and transformations time and time again.

We are looking for individuals who can demonstrate:

• That you are not frightened to reflect inwards and examine your motives.
• That you seek out and continue to learn from your own mistakes.
• An investment into others.

• Ambition and persistence in your desire to better yourself.
• A genuine passion for resistance training. We are looking for individuals who can demonstrate:
• Ambition and persistence in your desire to better yourself.
• A genuine passion for resistance training.

So, if you are interested in a role that will allow you to:

• Work alongside some of the leading trainers in the fitness industry as a team.

• Work in a culture where results – not numbers – are the name of the game. We take care of the sales and marketing, so you have the time focus on what matters as a trainer.
• Take part in a full education program while also being provided your own mentor.
• Deliver personal training through our own company app, while we continue to work behind the scenes to revolutionise the technology available to use as a Trainer.
• Be pushed to never accept anything less than your very best.
• Be provided with the possibility to travel around the world.

Then hit APPLY today to be considered and discuss further with the U.P. team!

Salary: $36.29 - $47.19 per hour

U.P. does not provide Personal Trainer qualifications and so requires all applicants to have already attained their Cert 4 qualification in Personal Training, or equivalent qualification.

Please note that all U.P. Trainers need a valid right to work, therefore we ask queries around this within the application process to determine whether sponsorship consideration is required by Ultimate Performance. It poses no potential limitation to your application.

Your data will be stored by Ultimate Performance and will be used by our HR and recruitment teams for the purpose of managing your application. You can find out more about how we use your data during our recruitment process here: https://ultimateperformance.com/terms-conditions

* Hours: full-time, including early mornings and late evenings in your first year of service.

Advertised earnings are reflective of your first year with the company.

We have been made aware of fraudulent entities around the world claiming to represent Ultimate Performance. We will never request your bank details within an application or request an exchange of money to apply for a role at U.P. If you see a role advertised for Ultimate Performance requesting payment or to provide bank details then please DO NOT apply via that channel. Please do not hesitate to contact us directly if you have any concerns.

Do you know how it feels to help others and be a part of a team that is revolutionising an industry? We are not just looking for someone who wants a job but someone who is genuinely passionate about furthering their career in a growing company.

Working at Ultimate Performance (U.P.) means a singular focus on mastering your craft as a personal trainer. No, selling, no prospecting for clients on the gym floor, we take care of that for you. Results and client outcomes are what count, not chasing sessions.

Every single person in any position of authority within the personal training team started out as a junior PT at Ultimate Performance, just like you. Imagine that your manager, your managers manager and so on have all walked in your shoes. Our goal is to develop you through our educational framework to be a part of this growing story as one of our future stars.

In your first year with U.P. you will receive over 200 hours of individual education time working with your mentor and leadership team to help you master your craft on your path to becoming a world leading personal trainer. All while getting paid a salary, not solely “eat what you kill”, do sessions or go hungry. To allow you the opportunity to focus on what matters, client results.

U.P. is the only international Personal Training business in the world. We are widely regarded as the fitness industry’s leading Personal Trainers from providing the most consistent high-level results, life changes, and transformations time and time again.

We are looking for individuals who can demonstrate:

• That you are not frightened to reflect inwards and examine your motives.
• That you seek out and continue to learn from your own mistakes.
• An investment into others.

• Ambition and persistence in your desire to better yourself.
• A genuine passion for resistance training. We are looking for individuals who can demonstrate:
• Ambition and persistence in your desire to better yourself.
• A genuine passion for resistance training.

So, if you are interested in a role that will allow you to:

• Work alongside some of the leading trainers in the fitness industry as a team.

• Work in a culture where results – not numbers – are the name of the game. We take care of the sales and marketing, so you have the time focus on what matters as a trainer.
• Take part in a full education program while also being provided your own mentor.
• Deliver personal training through our own company app, while we continue to work behind the scenes to revolutionise the technology available to use as a Trainer.
• Be pushed to never accept anything less than your very best.
• Be provided with the possibility to travel around the world.

Then hit APPLY today to be considered and discuss further with the U.P. team!

Salary: $36.29 - $47.19 per hour

U.P. does not provide Personal Trainer qualifications and so requires all applicants to have already attained their Cert 4 qualification in Personal Training, or equivalent qualification.

Please note that all U.P. Trainers need a valid right to work, therefore we ask queries around this within the application process to determine whether sponsorship consideration is required by Ultimate Performance. It poses no potential limitation to your application.

Your data will be stored by Ultimate Performance and will be used by our HR and recruitment teams for the purpose of managing your application. You can find out more about how we use your data during our recruitment process here: https://ultimateperformance.com/terms-conditions

* Hours: full-time, including early mornings and late evenings in your first year of service.

We have been made aware of fraudulent entities around the world claiming to represent Ultimate Performance. We will never request your bank details within an application or request an exchange of money to apply for a role at U.P. If you see a role advertised for Ultimate Performance requesting payment or to provide bank details then please DO NOT apply via that channel. Please do not hesitate to contact us directly if you have any concerns.

Do you know how it feels to help others and be a part of a team that is revolutionising an industry? We are not just looking for someone who wants a job but someone who is genuinely passionate about furthering their career in a growing company.

Working at Ultimate Performance (U.P.) means a singular focus on mastering your craft as a personal trainer. No, selling, no prospecting for clients on the gym floor, we take care of that for you. Results and client outcomes are what count, not chasing sessions.

Every single person in any position of authority within the personal training team started out as a junior PT at Ultimate Performance, just like you. Imagine that your manager, your managers manager and so on have all walked in your shoes. Our goal is to develop you through our educational framework to be a part of this growing story as one of our future stars.

In your first year with U.P. you will receive over 200 hours of individual education time working with your mentor and leadership team to help you master your craft on your path to becoming a world leading personal trainer. All while getting paid a salary, not solely “eat what you kill”, do sessions or go hungry. To allow you the opportunity to focus on what matters, client results.

U.P. is the only international Personal Training business in the world. We are widely regarded as the fitness industry’s leading Personal Trainers from providing the most consistent high-level results, life changes, and transformations time and time again.

We are looking for individuals who can demonstrate:

• That you are not frightened to reflect inwards and examine your motives.
• That you seek out and continue to learn from your own mistakes.
• An investment into others.

• Ambition and persistence in your desire to better yourself.
• A genuine passion for resistance training. We are looking for individuals who can demonstrate:
• Ambition and persistence in your desire to better yourself.
• A genuine passion for resistance training.

So, if you are interested in a role that will allow you to:

• Work alongside some of the leading trainers in the fitness industry as a team.

• Work in a culture where results – not numbers – are the name of the game. We take care of the sales and marketing, so you have the time focus on what matters as a trainer.
• Take part in a full education program while also being provided your own mentor.
• Deliver personal training through our own company app, while we continue to work behind the scenes to revolutionise the technology available to use as a Trainer.
• Be pushed to never accept anything less than your very best.
• Be provided with the possibility to travel around the world.

Then hit APPLY today to be considered and discuss further with the U.P. team!

Salary: $36.29 - $47.19 per hour

Base Pay: $54,900

OTE: up to $71,800

U.P. does not provide Personal Trainer qualifications and so requires all applicants to have already attained their Cert 4 qualification in Personal Training, or equivalent qualification.

Please note that all U.P. Trainers need a valid right to work, therefore we ask queries around this within the application process to determine whether sponsorship consideration is required by Ultimate Performance. It poses no potential limitation to your application.

Your data will be stored by Ultimate Performance and will be used by our HR and recruitment teams for the purpose of managing your application. You can find out more about how we use your data during our recruitment process here: https://ultimateperformance.com/terms-conditions

* Hours: full-time, including early mornings and late evenings in your first year of service.

We have been made aware of fraudulent entities around the world claiming to represent Ultimate Performance. We will never request your bank details within an application or request an exchange of money to apply for a role at U.P. If you see a role advertised for Ultimate Performance requesting payment or to provide bank details then please DO NOT apply via that channel. Please do not hesitate to contact us directly if you have any concerns.