Personal Assistant, Wealth Management

2 weeks ago

Sydney, New South Wales, Australia Perpetual Full time
  • At Perpetual you will be part of creating enduring prosperity
  • Based in Sydney CBD | Hybrid working arrangement.
  • Be challenged and supported to grow.

The wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial planning and Priority Life – offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations and Indigenous communities throughout Australia.

The role of Personal Assistant is focused on providing a consistently high level of administrative support to 3 leaders, Head of Investments Research, Head of Trustee Services & Head of Practice Management and Enablement. The successful candidate will be working in a highly organised and collaborative way with members of the teams as well as the wider Perpetual Private team and other organisational stakeholders.

Sounds interesting? Here are some specifics about the opportunity:

  • Provide comprehensive administrative support including extensive proactive diary management and email management where required, looking to anticipate and address any issues that arise or items that can be actioned on their behalf.
  • Coordinating travel arrangements (domestic) and ensuring that meetings around the travel are the best use of the leaders' time.
  • Help manage the workload and ensure that the leaders are always well prepared for meetings and deadlines. Diarise and follow up on action items from forums/committees and build in required diary time to complete BAU tasks.
  • Meeting support: Assist in the preparation of agendas, pre reading papers and action items for team meetings ensuring the leaders have adequate time to prepare for each session. Assist with the coordination of Town Halls, offsites etc including room or venue bookings, logistics and catering support.
  • Attend offsites to coordinate the day and provide team support.
  • Stakeholders: manage expectations when dealing with incoming emails, client interactions, suppliers, internal stakeholders, etc. including the appropriate delegation of issues to other members of the immediate team or broader team.
  • Reports: co-ordinate completion of business reports to ensure the operating rhythm is met.
  • Expense management: Ensure credit card expenses are processed within policy and business timeframes. Oversee expense submissions from team members to ensure they are in accordance with the policy. Process manual invoices as required.
  • Team support: maintain staff lists, email distribution groups and mail listings. Active involvement in developing a positive team culture and maintaining the high levels of moral within the teams.

To be considered for this opportunity, your qualifications, skills and experience could include:

  • Secretarial/administrative qualifications and experience in Microsoft Office products
  • 5+ years of demonstrated work experience supporting senior leaders in a fast-paced environment.
  • At least 3 years supporting at Managing Partner or Managing Director level.
  • Financial services industry or professional services experience desirable.
  • High levels of forward thinking, delivery orientation, initiative and planning. As well as the ability to work with ever changing priorities.
  • Outstanding diary management, planning and organisation skills.
  • Proactive approach to issue management on behalf of the team – capacity to 'foresee' and manage likely conflicts.
  • Excellent people management skills. Highly developed interpersonal, communication, and negotiation skills with a strong focus on team and client service. An approachable and open communication style.
  • Prioritise and manage multiple projects simultaneously across three leaders and their Leadership team.
  • Can do attitude and commitment to delivering quality outcomes

Behaviours

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.

Employee benefits

  • Work from anywhere in Australia for up to one month each year
  • An annual allowance to empower you to prioritise your personal wellbeing
  • Access to LinkedIn learning, study support and commitment to supporting professional development
  • Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks' secondment with Jawun

Diversity and inclusion

  • WGEA Employer of Choice for gender equality since 2018
  • Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
  • A growing number of employee-led networks who work to raise awareness and drive continued change
  • We support over 50 Indigenous communities through Native Title Trusts, helping to secure the communities future. We encourage applications from Aboriginal and Torres Strait Islander People.

We are committed to creating an inclusive workplace where diversity is celebrated and welcome applications from people from all backgrounds and communities. Our goal is to provide a work environment that enables you to thrive, whatever your circumstances.

Perpetual strongly encourages our employees to be vaccinated for COVID-19 for the safety of our team and stakeholders. Some roles may require that full vaccination is maintained for the safety and well-being of our clients. If this is applicable to the role that you have applied for, we will ask you to share your status as part of the application process. You will be provided with the relevant information during the recruitment process if you are currently not up to date with your vaccinations or are medically exempt.

  • Adviser (or Senior Adviser)

    2 weeks ago

    Sydney, New South Wales, Australia Up Wealth Management Full time

    Full time Add expected salary to your profile for insights Up Wealth Management was established in 2014 to provide a personalised wealth management experience to people within the ACT, Sydney and NSW South Coast regions. We specialise in providing a service to affluent, high net wealth and high net income individuals and families. We are 100% adviser...

  • Personal Assistant, Wealth Management

    2 weeks ago

    Sydney, New South Wales, Australia Perpetual Full time

    At Perpetual you will be part of creating enduring prosperity Based in Sydney CBD | Hybrid working arrangement. Be challenged and supported to grow. The wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial planning and Priority Life – offering a unique mix of wealth...

  • Personal Assistant, Perpetual Wealth Management

    2 weeks ago

    Sydney, New South Wales, Australia Perpetual Limited Full time

    At Perpetual you will be part of creating enduring prosperity- Based in Sydney CBD | Hybrid working arrangement.- Be challenged and supported to grow. The wealth management business consists of three distinct brands in addition to Perpetual Private Fordham, Jacaranda financial planning and Priority Life offering a unique mix of wealth management, advice and...

  • Principal, Sales Manager, Wealth Management Solutions, Australia

    2 weeks ago

    Sydney, New South Wales, Australia Ares Management Corporation Full time

    Description Ares Wealth Management Solutions (WMS) Australia is looking for a Principal, Sales Manager, the position will play a key role in distributing a range of alternative strategies to the Australian and New Zealand private wealth channels and will work directly with multiple stakeholders across Ares WMS and broader Ares investment teams to drive...

  • Wealth Management

    2 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Sydney- Wealth Management- PermanentAs the Manager you will be responsible for managing and leading circa 25 support staff (desk assistants and administration staff) and providing operational support to the Sydney business.The ideal background will be someone with around 10 + years experience within wealth management operations, coming from a desk assistant,...

  • Wealth Manager

    2 weeks ago

    Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full time

    Position: Wealth Manager Location: Sydney, Australia Employment Type: Full-Time About the Role: My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Sydney, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to...

  • Wealth Management Office Assistant

    2 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Sydney- Wealth Management- Contract or TemporaryOur client is a leading global investment bank with a focus on providing individuals and institutions with strategic advice and helping then implement these strategies through effective guidance and execution.A key function of this role is providing operational support to the Sydney wealth management department...

  • Wealth Manager

    2 weeks ago

    Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full time

    Wealth Manager - SydneyThis firm is a pioneering, independent financial advisory consultancy, unwavering in its dedication to safeguarding the financial futures of its clients. Established by UK-qualified financial advisers, the company distinguishes itself with its vibrant energy and innovative approach, setting it apart in the competitive offshore...

  • Wealth Manager

    2 weeks ago

    Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full time

    Wealth Manager - Sydney This firm is a pioneering, independent financial advisory consultancy, unwavering in its dedication to safeguarding the financial futures of its clients. Established by UK-qualified financial advisers, the company distinguishes itself with its vibrant energy and innovative approach, setting it apart in the competitive offshore...

  • Wealth Management

    2 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    SydneyWealth ManagementPermanentOur client is a leading Australian stockbroker that provides a full brokerage service to individual clients investing in both domestic and international equities, and wealth management services including financial planning, margin lending and managed funds investments.A key function of the Client Services & Dealer Assistant...

  • Wealth Management

    2 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Sydney- Wealth Management- PermanentOur client provides a full brokerage service to individual clients investing in both domestic and international equities, and wealth management services including financial planning, margin lending and managed funds investments.Responsibilities: Review and approve change requests for existing accounts where required...

  • Wealth Management

    2 weeks ago

    Sydney, New South Wales, Australia Superior People Recruitment Full time

    We are working with a market leading Wealth Management firm who are seeking driven and motivated Wealth Management individuals to join their growing businesses. The roles will include the following responsibilities:Work with the Advisor to collect and analyse financial and investment information in order to provide sound financial and investment advice to...

  • Wealth Management

    2 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    SydneyWealth ManagementContract or TemporaryOur client is a global tier-one Wealth Management firm seeking an experienced KYC Periodic Review Officer to join their Sydney Account Management Team.The ideal candidate will have wealth management / retail broking / Wealth Management client onboarding/ KYC / AML experience and ideally some understanding of UK...

  • Sydney Team Leader

    2 weeks ago

    Sydney, New South Wales, Australia LGT Crestone Wealth Management Full time

    Min Experience- 2 yearsYour team A part of the client facing Advisory team including the Front Office Support team, Investment Advisers and Associates. Working as part of the broader organisation of employees including:Support roles including Office Manager, Front of House and Reception, Executive Assistant. Operations team. Specialists within the...

  • Wealth Management

    2 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Sydney- Wealth Management- Contract or TemporaryA leading, boutique private wealth advisory business in the heart of Sydney's CBD is seeking a contractor to join their team for an initial 6 months with a view to extend.Day to day requirements will include, however are not limited to; equity settlements, cash and stock reconciliations, processing of IPO's and...

  • Private Wealth

    2 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Sydney- Wealth Management- PermanentA Tier 1 Private Wealth Manager is seeking a Dealers Assistant to join their team and require Fluent Cantonese language skills.Our client provides a full brokerage service to individual clients investing in both domestic and international equities, and wealth management services including financial planning, margin lending...

  • Wealth Management

    2 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    SydneyWealth ManagementContract or TemporaryOur client is a global tier-one Wealth Management firm seeking an experienced KYC Maintenance Associate to join either their Sydney or Melbourne Account Management Team on an initial 12-month contract.The ideal candidate will have wealth management / retail equity broking / Wealth Management client onboarding/ KYC...

  • Compliance Manager, Perpetual Wealth Management

    2 weeks ago

    Sydney, New South Wales, Australia Perpetual Limited Full time

    Compliance Manager, Perpetual Wealth Management page is loaded Compliance Manager, Perpetual Wealth Management Apply locations Sydney time type Full time posted on Posted 3 Days Ago job requisition id R6869 The wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial planning and...

  • Compliance Manager, Wealth

    2 weeks ago

    Sydney, New South Wales, Australia eFinancialCareers Ltd. Full time

    Compliance Manager, Wealth (9 month fixed term) Compliance Manager, Wealth (9 month fixed term) Bendigo and Adelaide Bank Sydney, Australia Compliance Manager, Wealth (9 month fixed term) Bendigo and Adelaide Bank Sydney, Australia Posted 2 days ago Permanent Competitive Compliance Manager, Wealth (9 month fixed term) As Compliance Manager, Wealth and...

  • Compliance Manager, Perpetual Wealth Management

    2 weeks ago

    Sydney, New South Wales, Australia eFinancialCareers Ltd. Full time

    Compliance Manager, Perpetual Wealth Management Compliance Manager, Perpetual Wealth Management Perpetual Sydney, Australia Compliance Manager, Perpetual Wealth Management Perpetual Sydney, Australia Posted 1 day ago Permanent Competitive Compliance Manager, Perpetual Wealth Management The wealth management business consists of three distinct brands in...