At Vie Finance & Insurance, we redefine possibilities by empowering clients with integrated finance and insurance services. Engaging with over 60 institutions, we help clients achieve their long-term goals with ease and confidence.
Our locally owned offices throughout Tasmania and Queensland provide transparent, innovative support, simplifying the complex and eliminating stress. Through our commitment to client-centricity, integrity, and excellence, we provide comprehensive guidance and support at every stage of life.
The Role
As a Personal Assistant at Vie Finance & Insurance, you will play a critical role in supporting the Franchise Principal and broader team to operate at a high level, ensuring the smooth and efficient day-to-day running of the office.
You will act as a key point of contact across the business, managing schedules, communications, and documentation, while supporting both team members and clients with professionalism and attention to detail.
Working in a fast-paced, high-performing environment, you’ll bring a proactive mindset, anticipate needs before they arise, and take ownership of keeping the business organised, responsive, and client-focused.
Employment type:
This position is ideally full-time; however, some flexibility around working hours may be considered for the right applicant.
Key Responsibilities
- Provide high-level administrative and organisational support to the Franchise Principal and wider team.
- Manage diaries, appointments, and internal planning schedules to ensure efficient use of time.
- Act as a central coordination point between the Franchise Principal, team members, clients, and external stakeholders.
- Manage incoming calls, emails, and enquiries - responding where appropriate and directing efficiently.
- Welcome clients and visitors, ensuring a professional and seamless front-of-house experience.
- Prepare and collate documentation including client packs, meeting materials, and internal documents.
- Assist with invoicing and administrative processes within Xero.
- Support internal projects and continuous improvement initiatives across the business.
- Support the Property Finance team with post-approval processes, including:
- Liaising with clients, lenders, and solicitors
- Preparing and managing documentation
- Maintaining accurate records across internal systems and third-party platforms
- Assist with invoicing and administrative processes within Xero.
Qualifications & Experience
- Cert III or higher in Business or related discipline or equivalent proven experience.
- 2+ years’ experience in an administrative or office support role (preferred).
- Strong organisational and time-management skills, with the ability to manage multiple priorities.
- Excellent written and verbal communication skills.
- High attention to detail and accuracy across all tasks.
- Proficiency in Microsoft 365 (Word, Outlook, Excel) and general systems.
- Experience with Xero or similar platforms (desirable).
- A proactive, solutions-focused mindset with the ability to anticipate needs.
- Professional, confident, and client-focused approach.
- Ability to handle confidential information with discretion and integrity.
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