Personal Assistant

• More Time Off for What Matters: Enjoy up to 6 weeks of leave
• Hybrid Work Environment based in our Sydney Office
• An opportunity to develop your career in a high performing, collaborative and supportive team

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

The wealth management business consists of three distinct brands in addition to Perpetual Private - Fordham, Jacaranda Financial Planning and Priority Life - offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations and Indigenous communities throughout Australia.

About the Role

Join our dynamic team at Perpetual Wealth Management. As a Personal Assistant you will:

• Provide comprehensive administrative support including proactive diary management and email management where required, looking to anticipate and address any issues that arise or items that can be actioned on their behalf.
• Support the CEO's EA with in-office events (town halls, team events, social activities) and provide support for the Senior Leader's conference logistics
• Coordinating travel arrangements (domestic) and ensuring that meetings around the travel are the best use of the leaders' time.
• Help manage the workload and ensure that the leaders are always well prepared for meetings and deadlines.
• Assist in the preparation of agendas, pre-reading materials and action items for team meetings ensuring the leaders have adequate time to prepare for each session.
• Co-ordinate the teams contribution to business reports to ensure the operating rhythm is met.
• Assist with the coordination of Town Halls, offsites etc including room or venue bookings, travel where required, other logistics and catering.
• Ensure credit card expenses are processed within policy and business timeframes. Oversee expense submissions from team members to ensure they are in accordance with the policy. Process manual invoices as required.
• Team support: maintain staff lists, email distribution groups and mail listings. Active involvement in developing a positive team culture and maintaining the high levels of moral within the teams.

About You

We're looking for someone with:

• 3+ years of demonstrated work experience supporting senior leaders in a fast-paced environment.
• At least 2 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. As well as the ability to work with ever changing priorities.
• Outstanding diary management, planning and organisation skills.
• Able to work within a dynamic team environment
• Prioritise and manage multiple projects simultaneously across four leaders and their Leadership team.
• Can do attitude and commitment to delivering quality outcomes

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.