Personal Assistant

7 days 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 in the Wealth Management team. As a key member of our team, you will be responsible for providing a 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 preparation of agendas, pre-reading papers, and action items.
  • Manage workload and ensure leaders are well-prepared for meetings and deadlines.
  • Assist with the coordination of Town Halls, offsites, and other events.
  • Manage stakeholders' expectations and delegate issues to other team members as needed.
  • Coordinate completion of business reports and ensure operating rhythm is met.
  • Manage expense submissions and process manual invoices as required.
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.
  • High levels of forward thinking, delivery orientation, initiative, and planning.
  • Outstanding diary management, planning, and organisation skills.
  • Proactive approach to issue management on behalf of the team.
  • Excellent people management skills, including interpersonal, communication, and negotiation skills.
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.

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

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.


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