More Time Off for What Matters: Enjoy up to 6 weeks of leave once you have met tenure requirementsHybrid Work Environment based in our Sydney OfficeAn chance to develop your career in a high performing, collaborative and supportive teamPerpetual 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 RoleJoin 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 behalfCoordinate marketing, events and communications activity across the NSW,



ACT and QLD Private Clients businessCoordinate the local marketing calendar and campaign activity in partnership with central MarketingSupport and/or lead client events, seminars and partner engagement from concept through to delivery and follow-upDraft and proofread invitations, communications, presentations and collateralCoordinate relevant Marketing, Compliance and stakeholder approvalsMaintain contact lists, event registrations and campaign recordsLiaise with agencies, venues and suppliers and track activity against agreed plans and budgetsProvide simple post-activity reporting and identify opportunities to improve future activityManage a complex diary, meeting cadence and changing priorities, ensuring the Lead Partner is appropriately prepared and supportedCoordinate domestic travel, accommodation, itineraries and related administrationAssist in the preparation of agendas, pre-reading materials and action items for team meetings ensuring the leaders have adequate time to prepare for each sessionCoordinate the team's contribution to business reports to ensure the operating rhythm is metEnsure 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 requiredTeam 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 teamsAbout YouA relevant qualification in business administration, marketing, events or a related discipline is desired but not requiredStrong capability in Microsoft 365, particularly Outlook, PowerPoint, Word, Excel and TeamsExperience in personal assistance, team coordination, marketing coordination or a comparable blended roleDemonstrated experience coordinating events and managing multiple suppliers and stakeholdersExperience in financial services or another regulated environment is desirableExcellent organisation, prioritisation and attention to detailClear and polished written and verbal communication skillsSound judgement, discretion and confidence engaging with senior stakeholdersProactive problem-solving and dependable follow-throughHow 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
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.

📌 Personal Assistant & Marketing Coordinator (Sydney)
🏢 Perpetual
📍 Sydney