Senior Administrative Coordinator, Wealth Management

4 weeks ago


Sydney, New South Wales, Australia Perpetual Full time

About the Role

We are seeking a highly skilled and experienced Personal Assistant to provide administrative support to our senior leaders at Perpetual Private. As a key member of our team, you will be responsible for providing a consistently high level of administrative support, including diary management, email management, and coordination of travel arrangements.

Key Responsibilities

  • Provide comprehensive administrative support to senior leaders, including diary management, email management, and coordination of travel arrangements.
  • Coordinate meetings and events, including room bookings, logistics, and catering support.
  • Manage workload and ensure leaders are well-prepared for meetings and deadlines.
  • Assist with preparation of agendas, pre-reading papers, and action items for team meetings.
  • Coordinate completion of business reports to ensure operating rhythm is met.
  • Manage expense submissions and ensure credit card expenses are processed within policy and business timeframes.

Requirements

  • 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.

About Perpetual

Perpetual is a leading wealth management business with a strong commitment to creating enduring prosperity for our clients. We offer a unique mix of wealth management, advice, and trustee services, and our clients include individuals, families, businesses, not-for-profit organisations, and Indigenous communities throughout Australia.

What We Offer

  • 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.


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