Executive Assistant, CFO – Perpetual Group

This is a Executive Assistant, CFO – Perpetual Group role with Perpetual Limited based in Sydney, NSW, AU
== Perpetual Limited ==

Role Seniority - mid level

More about the Executive Assistant, CFO – Perpetual Group role at Perpetual Limited

• Brand New Office in the Heart of the CBD

• More Time Off for What Matters: Enjoy up to 6 weeks of leave

• Flexible Work Environment: We offer hybrid working arrangements to ensure work-life balance

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.  

About the Role

An exciting opportunity for an experienced C-Suite Executive Assistant to support our Chief Financial Officer (CFO) at the highest level.  In addition, you will be Supporting the Finance, Investor Relations (IR) and Corporate Communications leaders as may be required. This is a fantastic chance to join a fast-paced, high-performing environment where your contributions will be genuinely valued.  With the company poised for significant growth over the next five years, this role will evolve alongside it. You'll have the opportunity to make a real impact and contribute directly to our success.

Key Responsibilities

• Provide high-level administrative support across all aspects of the CFO's responsibilities.

• Proactively anticipate the CFO's needs and deliver timely, effective support.

• Manage complex calendars, including meeting coordination, travel bookings, and event planning.

• Coordinate events, meetings, and functions for the Finance, IR, and Corporate Communications teams.

• Handle incoming calls, emails, and correspondence with professionalism and discretion.

• Prepare presentations, Board papers, and Committee documents.

• Build and maintain strong relationships with internal and external stakeholders.

• Support Board-related logistics and documentation for CFO-led meetings.

• Provide ad hoc support to leaders in Finance, IR, and Corporate Communications.

• Process invoices and expenses for the team.

• Draft internal communications on behalf of the CFO.

• Maintain up-to-date intranet content for Finance, IR, and Corporate Communications.

• Assist the IR team with half- and full-year results, including analyst meetings, proofreading, and database updates (Miraqle).

• Coordinate travel for the broader Finance, IR, and Corporate Communications teams.

About you

You're a confident, proactive Executive Assistant who thrives in dynamic environments and enjoys supporting multiple senior stakeholders. Ideally, you bring experience from the financial services sector and are comfortable working across global time zones and will bring the following key skills:

• Minimum of 5 years' experience in an Executive Assistant role at Group Executive level.

• Background in financial services or global/international companies (preferred).

• Experience coordinating Board activities (desirable).

• Strong proficiency in Excel and PowerPoint, with a tech-savvy approach and familiarity with tools like Microsoft Copilot.

• Demonstrated experience working independently, proactively and displaying initiative.

• Experience working in a highly confidential environment with senior stakeholders.

• Highly organised with exceptional time management skills.

How we work  

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.

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

• Study support and commitment to supporting professional development

Diversity and inclusion

• 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 First Nations Communities, helping to secure the communities' future.  We encourage applications from Aboriginal and Torres Strait Islander People

We're committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.

Before we jump into the responsibilities of the role. No matter what you come in knowing, you'll be learning new things all the time and the Perpetual Limited team will be there to support your growth.

Please consider applying even if you don't meet 100% of what's outlined

Key Responsibilities

• Providing high-level administrative support
• Anticipating needs
• Managing complex calendars

Key Strengths

• Executive support experience
• Proficiency in Excel and PowerPoint
• Organizational skills
• Financial services background
• Board coordination experience
• Confidential environment experience

Why Perpetual Limited is partnering with Hatch on this role. Hatch exists to level the playing field for people as they discover a career that's right for them. So when you apply you have the chance to show more than just your resume.

A Final Note: This is a role with Perpetual Limited not with Hatch.

---