Personal Assistant, Perpetual Wealth Management

7 months ago

Sydney, 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 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.
- Sounds interesting? Here are some specifics about the opportunity:

- 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.
- 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.
- 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 JawunDiversity 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

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