Administrative Support Specialist, Wealth Management

2 weeks ago

Sydney, New South Wales, Australia Perpetual Full time

About the Role

We are seeking an experienced Administrative Support Specialist to join our team at Perpetual. As a key member of our Wealth Management business, you will provide high-level administrative support to our senior leaders, ensuring the smooth operation of our teams.

Key Responsibilities

  • Provide comprehensive administrative support, including diary management, email management, and coordination of travel arrangements.
  • Assist with the preparation of agendas, pre-reading papers, and action items for team meetings.
  • Manage the workload of our senior leaders, ensuring they are well-prepared for meetings and deadlines.
  • Coordinate the completion of business reports and ensure the operating rhythm is met.
  • Oversee expense management, including processing credit card expenses and manual invoices.
  • Maintain staff lists, email distribution groups, and mail listings.

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, with a diverse range of capabilities including strategic advice on superannuation and retirement planning.

Why Join Us

  • 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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