Personal Assistant, Perpetual Wealth Management
3 weeks ago
At Perpetual you will be part of creating enduring prosperity
Based in Sydney CBD | Hybrid working arrangement.
Be challenged and supported to grow.
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.
The role of Personal Assistant is focused on providing a consistently high level of administrative support to 3 leaders, Head of Investments Research, Head of Trustee Services & Head of Practice Management and Enablement. The successful candidate will be working in a highly organised and collaborative way with members of the teams as well as the wider Perpetual Private team and other organisational stakeholders.
Sounds interesting? Here are some specifics about the opportunity:
- Provide comprehensive administrative support including extensive 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.
- 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. Diarise and follow up on action items from forums/committees and build in required diary time to complete BAU tasks.
- Meeting support: Assist in the preparation of agendas, pre reading papers and action items for team meetings ensuring the leaders have adequate time to prepare for each session. Assist with the coordination of Town Halls, offsites etc including room or venue bookings, logistics and catering support.
- Attend offsites to coordinate the day and provide team support.
- Stakeholders: manage expectations when dealing with incoming emails, client interactions, suppliers, internal stakeholders, etc. including the appropriate delegation of issues to other members of the immediate team or broader team.
- Reports: co-ordinate completion of business reports to ensure the operating rhythm is met.
- Expense management: 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.
To be considered for this opportunity, your qualifications, skills and experience could include:
- 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. As well as the ability to work with ever changing priorities.
- Outstanding diary management, planning and organisation skills.
- Proactive approach to issue management on behalf of the team – capacity to ‘foresee’ and manage likely conflicts.
- Excellent people management skills. Highly developed interpersonal, communication, and negotiation skills with a strong focus on team and client service. An approachable and open communication style.
- Prioritise and manage multiple projects simultaneously across three leaders and their Leadership team.
- Can do attitude and commitment to delivering quality outcomes
Behaviours
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.
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
WGEA Employer of Choice for gender equality since 2018
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 Indigenous communities through Native Title Trusts, helping to secure the communities future. We encourage applications from Aboriginal and Torres Strait Islander People.
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.
Perpetual strongly encourages our employees to be vaccinated for COVID-19 for the safety of our team and stakeholders. Some roles may require that full vaccination is maintained for the safety and well-being of our clients. If this is applicable to the role that you have applied for, we will ask you to share your status as part of the application process. You will be provided with the relevant information during the recruitment process if you are currently not up to date with your vaccinations or are medically exempt.
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Sydney, Australia Perpetual Full timeAt Perpetual you will be part of creating enduring prosperity Based in Sydney CBD | Hybrid working arrangement. Be challenged and supported to grow. 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...
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