Personal Assistant

Posted 17 Hours Ago
Be an Early Applicant
Sydney, New South Wales, AUS
In-Office
Entry level
Fintech • Payments • Financial Services
The Role
Provides executive and team support to the Head of Equities and a 25-person investment team. Responsibilities include diary and inbox management, travel coordination, expense reconciliation, meetings and events, stakeholder communication, office operations, visitor management, onboarding, and confidential administrative projects.
Summary Generated by Built In
  • Support a respected Australian equities team with direct exposure to senior investment leaders.
  • Trusted role partnering closely with the Head of Equities and broader investment team.
  • Broad scope across executive support, team coordination, and office operations.

About Pendal

Pendal is an Australian investment manager focused on delivering superior investment returns through active management. Its experienced and long-tenured investment professionals are empowered to apply high-conviction investment approaches, supported by a culture that values diverse perspectives, independent thinking, and disciplined decision-making. Since becoming part of Perpetual Limited in 2023, Pendal has continued to leverage the strength of a broader global multi-boutique investment platform while maintaining its distinctive investment culture and approach.


About the role

We're looking for an experienced Personal Assistant to support the Head of Equities and the broader Australian Equities team.


This is a varied and highly trusted role that will suit someone who enjoys working across executive support, team administration, and office coordination. You will be a key point of contact for internal and external stakeholders and play an important role in keeping the team running smoothly.


Key responsibilities

  • Manage a complex executive diary, coordinate meetings, and assist with inbox management for the Head of Equities.
  • Support broader team of 25 investment professionals in a standalone office environment
  • Coordinate domestic and international travel, including itineraries, accommodation, and schedule changes.
  • Prepare, submit, and reconcile expenses in line with company policies and processes.
  • Support team meetings, offsites, events, and broader administrative activities across Australian Equities.
  • Act as a professional point of contact for internal and external stakeholders.
  • Assist with office operations, including supplies, facilities coordination, visitor management, and workplace presentation.
  • Support onboarding activities for new team members, including workspace, access, and equipment coordination.
  • Contribute to ad hoc projects and confidential business initiatives as required.

About you

  • Proven experience in a Personal Assistant, Executive Assistant, Team Assistant or Office Manager role.
  • Strong diary management, coordination, and prioritisation skills.
  • Experience managing travel, expenses, meetings, and team administration (including coordinating RG146 accreditation).
  • High level of proficiency across Microsoft Office, Outlook, and Teams.
  • Excellent written and verbal communication skills with the confidence to engage a variety of stakeholders.
  • Strong organisational skills with a high level of accuracy and attention to detail.
  • Ability to manage confidential information with discretion and sound judgement.
  • A proactive, adaptable, and service-oriented approach to supporting senior leaders and teams.

How we workOur 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.

    Skills Required

    • Proven experience as a Personal Assistant, Executive Assistant, Team Assistant, or Office Manager
    • Strong diary management, coordination, and prioritisation skills
    • Experience managing travel, expenses, meetings, and team administration
    • Experience coordinating RG146 accreditation
    • Proficiency with Microsoft Office, Outlook, and Teams
    • Excellent written and verbal communication skills
    • Strong organisation, accuracy, and attention to detail
    • Ability to handle confidential information with discretion and sound judgement
    • Proactive, adaptable, and service-oriented approach
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    The Company
    HQ: Sydney
    1,382 Employees

    What We Do

    Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity. We have been earning the trust of our clients for more than 135 years and pride ourselves on our long-standing client relationships, some of which span five generations. We aim to be the most trusted brand in financial services. Headquartered in Sydney, Australia, we provide asset management, wealth management and trustee services to local and international clients. Our operations span Australia, Asia, Europe, United Kingdom and the United States

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