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Executive Assistant for High-Net-Worth Clients

1 month ago

Sydney, New South Wales, Australia Perpetual Full time
Company Overview

Perpetual is a leading financial services organization with a rich history of delivering enduring prosperity to our clients. We pride ourselves on our commitment to excellence, integrity, and innovation.

Salary & Benefits

We offer an attractive salary package that reflects the level of expertise required for this role. The estimated annual salary is between $80,000 - $110,000 AUD, depending on experience. In addition to a competitive salary, we provide a range of benefits, including work-from-anywhere arrangements, access to LinkedIn learning, and opportunities for professional development.

Job Description

As an Executive Assistant for High-Net-Worth Clients, you will play a critical role in providing administrative support to senior leaders within our wealth management business. Your primary responsibilities will include:

  • Providing comprehensive administrative support, including diary management, email management, and travel coordination.
  • Assisting with meeting preparation, including agenda creation, pre-reading papers, and action item tracking.
  • Managing workload and ensuring leaders are well-prepared for meetings and deadlines.
  • Cordinating offsites, town halls, and other events.

You will also have the opportunity to develop your skills and expertise in areas such as expense management, team support, and stakeholder engagement.

Required Skills and Qualifications

To be successful in this role, you will require:

  • Secretarial/administrative qualifications and experience in Microsoft Office products.
  • A minimum of 5 years' demonstrated work experience supporting senior leaders in a fast-paced environment.
  • At least 3 years' experience 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.
Benefits

We offer a range of benefits that reflect our commitment to attracting and retaining top talent. These include:

  • Work-from-anywhere arrangements for up to one month per year.
  • An annual allowance to prioritize personal wellbeing.
  • Access to LinkedIn learning, study support, and commitment to professional development.
Diversity and Inclusion

We are committed to creating an inclusive workplace where diversity is celebrated. We welcome applications from people from all backgrounds and communities, and are proud to support over 50 Indigenous communities through Native Title Trusts.