Personal Assistant

3 days ago


Melbourne, Australia Perpetual Limited Full time

**Job Description**:

About Fordham
At Fordham, we specialise in helping Australia’s leading business owners and Managers with all facets of their business.
We’re one of the country’s fast growing Chartered Accounting firms, with a national footprint comprising 20+ Partners and over 150 staff working in top-grade CBD offices in Melbourne, Sydney, Brisbane, and Perth.
Our industry leading Business Advisors enjoy a varied breadth of work, helping clients build both their business value and personal wealth.
We think our unique business model, coupled with our drive for our people’s growth and diversity, makes us a great place for ambitious people to realise their potential and thrive.
- About the role- As a Fordham Personal Assistant, you will be part of a professional team that enjoys working in a dynamic environment.
- We are seeking an experienced Personal Assistant who is highly organised and can always be two steps ahead of the 2 Partners they are working alongside.- At Fordham we aim to be the clients' trusted advisors adding value to their strategic, business and personal wealth creation plans.- Key tasks and outputs:Manage the following for allocated leader group:

-Diary management and travel requirements
Co ordination of meetings, training and functions
-Prepare and assist with documentation requirements including but not limited to reports, presentations and client correspondence
-Prepare meeting agendas and take and distribute meeting minutes as appropriate
-Process a variety of finance related requirements including expense reports, credit card reconciliations, Partner timesheets and monthly fee letters.
-Assist in specialised projects as directed by leader group
- Sounds interesting? Here are some specifics about the opportunity:3+ years experience in a personal assistant role or similar ideally within financial requirements or professional services industry
-Ability to prioritise and meet deadlines while working under pressure, demonstrate a level of commercial acumen and display initiative and confidentiality as appropriate
-Exceptional time management and organisational skills with strong attention to detail and accuracy
Staff benefits
- 2 weeks wellness leave after 12 months of service
- An annual allowance to empower you to prioritise your personal wellbeing
- Access to LinkedIn learning, study support and commitment to supporting professional development
Diversity and inclusion
- WGEA Employer of Choice for gender equality
- A growing number of employee-led networks who work to raise awareness and drive continued change
How to apply
Please note, Fordham is a specialist part of Perpetual. When you hit apply, you will be taken to the Perpetual Group careers portal.


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