Personal Assistant & Marketing Coordinator in Sydney

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. 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:

• 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.
• 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.
• Coordinate domestic travel, accommodation, itineraries and related administration.
• Assist in the preparation of agendas, pre-reading materials and action items for team meetings.
• 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.
• Team support: maintain staff lists, email distribution groups and mail listings.

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.

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.
• We're committed to creating an inclusive workplace where diversity is celebrated.