Provides high-quality personal assistance to a senior partner while coordinating marketing calendars, campaigns, events, communications, approvals, suppliers, budgets, reporting, travel, meetings, expenses, and team administration across multiple regions. The role requires strong organization, discretion, stakeholder management, written communication, and proficiency with Microsoft 365 in a regulated financial services environment.
- More Time Off for What Matters: Enjoy up to 6 weeks of leave once you have met tenure requirements
- Hybrid Work Environment based in our Sydney Office
- An opportunity to develop your career in a high performing, collaborative and supportive team
Perpetual Wealth 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. Perpetual Wealth has 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.
As part of an exciting new chapter, Perpetual Wealth will soon become a standalone business as part of the recently announced acquisition by Bain Capital. This creates a unique opportunity to join a business focused on growth, innovation, and delivering exceptional outcomes for clients.
About the Role
Join our dynamic team at Perpetual Wealth Management. As a Personal Assistant and Marketing Coordinator you will provide high-quality personal assistance to the Lead Partner while coordinating marketing, events and communications activity across the NSW, ACT and QLD Private Clients business.
- 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
- Coordinate marketing, events and communications activity across the NSW, ACT and QLD Private Clients business
- Coordinate the local marketing calendar and campaign activity in partnership with central Marketing
- Support and/or lead client events, seminars and partner engagement from concept through to delivery and follow-up
- Draft and proofread invitations, communications, presentations and collateral
- Coordinate relevant Marketing, Compliance and stakeholder approvals
- Maintain contact lists, event registrations and campaign records
- Liaise with agencies, venues and suppliers and track activity against agreed plans and budgets
- Provide simple post-activity reporting and identify opportunities to improve future activity
- Manage a complex diary, meeting cadence and changing priorities, ensuring the Lead Partner is appropriately prepared and supported
- Coordinate domestic travel, accommodation, itineraries and related administration
- 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
- Coordinate the team's contribution to business reports to ensure the operating rhythm is met
- 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 high levels of morale within the teams
About You
- A relevant qualification in business administration, marketing, events or a related discipline is desired but not required
- Strong capability in Microsoft 365, particularly Outlook, PowerPoint, Word, Excel and Teams
- Experience in personal assistance, team coordination, marketing coordination or a comparable blended role
- Demonstrated experience coordinating events and managing multiple suppliers and stakeholders
- Experience in financial services or another regulated environment is desirable
- Excellent organisation, prioritisation and attention to detail
- Clear and polished written and verbal communication skills
- Sound judgement, discretion and confidence engaging with senior stakeholders
- Proactive problem-solving and dependable follow-through
Perpetual Sydney, New South Wales, AUS Office
Sydney, Australia
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