Executive AssistantFinance Operations Coordinator (3-days)

Do things you love with people you care about and good things happen

BlueRock is for entrepreneurs by entrepreneurs. Were 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 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 Great 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.

Were 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 youre 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 youre ready to advance your career within a reputable firm brimming with clever inspiring and fun-loving BlueRockers then lets chat Were excited to meet you!

About the Finance team

From home loans to large-scale development funding BlueRocks 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 Youll be Doing:

Were seeking a Junior Executive Assistant / Finance Operations Coordinator to join the Finance team on a parttime basis (3 days per week). Youll provide daytoday administrative and operational support to our Executive Managing Partner Jamie and help keep the division running smoothly. This is a handson role ideal for someone organised proactive and keen to grow within a finance and operations function.

This will include:

Calendar & meetings

• Diary management: Maintain Jamies calendar prioritise appointments and ensure hes briefed for each meeting.
• Client and internal meetings: Arrange and coordinate client meetings initial client introductions and internal BlueRock meetings.
• Liaison with contacts: Organise meetandgreets 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 divisions internal training schedule.
• Candidate meetings: Help schedule candidate catchups 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.
• Adhoc support: Provide whatever Jamie needs to feel organised and supported daytoday.

• Experience: 13 years experience in an administrative EA or operations support role ideally in professional services or finance.
• Skills: Excellent organisational and timemanagement 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 heres 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 dont necessarily meet every single point on the job description please still apply. Wed love to see if you could be a great fit and we cant 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 OHare at or Lee Kelly at

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.

Required Experience:

IC