Personal Assistant & Team Coordinator

• A 12 Month Max-Term Contract opportunity

• Hybrid work environment – 3 days in office a week.

• Opportunity to be part of a high performing and dynamic 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.  

About the role

An exciting opportunity to be part of Perpetual Asset Management as a Personal Assistant and Team Coordinator. You will be providing high-level administrative, secretarial, and coordination support to the Head of Equities, as well as the broader Equities Team.  

Perpetual Asset Management is a global multi-boutique asset management business offering an extensive range of specialist investment capabilities through seven boutiques and brands in key regions globally. Within Australia, Perpetual and Pendal have a broad range of capabilities across Australian and global equities, credit, fixed income, multi-asset and ESG. We have a growing presence in the US, UK and Europe through our brands Barrow Hanley, Trillium, JO Hambro, Regnan and TSW.

About the Role

Join our dynamic team at Perpetual Asset Management as a Personal Assistant and Team Coordinator., you will:

• Deliver comprehensive administrative support to Head of Equities and Equities Portfolio Managers.

• Facilitate effective communication and coordination within the team and with external stakeholders.

• Proactive coordination and administration of all aspects of the Head of Equities’ work schedule, including:

  • Calendar Management.

  • Internal and external meetings and related board requirements, including preparing agendas, taking minutes, and following up on action items.

  • Management of travel arrangements, credit card reconciliations, and team expense management.

  • Booking travel, accommodation, and arranging conferences/workshops.

  • Monitoring and screening incoming calls, emails, and general correspondence.

  • Preparation of presentations, business documents and reports. Draft and proofread documents, presentations, and reports.

• Provide similar services to Equities Portfolio Managers, with priority given to the Head of Equities.

• Provide administrative support for team projects, including tracking progress, managing timelines, and coordinating resources.

About you

We’re looking for someone with:

• Secretarial/administrative qualifications.

• Tertiary qualifications preferred.

• Minimum 5 years in an Executive/Personal Assistant role.

• Experience in the financial services industry desirable.

• Demonstrated experience working independently, proactively, and displaying initiative.

• Experience working in a highly confidential environment.

• The ability to anticipate needs and take initiative.

• Exceptional Organisational and Time Management Skills.

• Excellent Written and Verbal Skills as well as a high attention to detail.

• Ability to interact effectively with individuals at all levels, both within and outside the organisation.

• Advanced Microsoft Office Skills: Proficiency in Word, Excel, PowerPoint, and Outlook.

• Effective time management and the ability prioritise tasks to meet tight deadlines, ensuring all critical activities are completed on schedule.

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.

• Access to LinkedIn learning, 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.