Hybrid Personal Assistant & Marketing Coordinator

Perpetual PWM Services Pty Ltd

Sydney

Hybrid

AUD 70,000 - 100,000

Full time

7 days ago
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Benefits offered by this job

Work from anywhere in Australia up to
Annual wellbeing allowance
Study support and professional dev't

Job summary

Perpetual Wealth Management in Sydney seeks a proactive Personal Assistant and Marketing Coordinator to provide high‑quality executive support to the Lead Partner and to coordinate marketing, events and communications across NSW, ACT and QLD Private Clients. You will manage diaries, draft communications, coordinate campaigns and vendor relations while supporting partner engagement and reporting.

This hybrid role combines admin excellence with marketing coordination in a regulated wealth

Qualifications

  • A relevant qualification in business administration, marketing or events is desirable.
  • Strong capability in Microsoft 365 applications including Outlook, PowerPoint, Word, Excel and Teams.
  • Experience in personal assistance, team coordination, marketing coordination or a blended role.
  • Experience coordinating events and managing multiple suppliers and stakeholders.
  • Experience in financial services or another regulated environment is desirable.

Responsibilities

  • Provide comprehensive admin support including diary and email management, anticipating issues and actions.
  • Coordinate marketing, events and communications across NSW, ACT and QLD Private Clients.
  • Manage local marketing calendar and campaigns with central Marketing.
  • Support or lead client events, seminars and partner engagement from concept to delivery.
  • Draft and proofread invitations, communications, presentations and collateral.
  • Coordinate Marketing, Compliance and stakeholder approvals.
  • Maintain contact lists, event registrations and campaign records.
  • Liaise with agencies, venues and suppliers and track activity against plans and budgets.
  • Provide post-activity reporting and identify improvement opportunities.
  • Manage a complex diary and changing priorities for Lead Partner.
  • Coordinate travel, accommodation, itineraries and related administration.
  • Prepare agendas, pre-reading materials and action items for team meetings.
  • Coordinate the team's contribution to business reports and operating rhythm.
  • Ensure expenses processed within policy and manage credit card submissions.
  • Support the team with staff lists and mailings to maintain morale.

Skills

Microsoft 365
Outlook
PowerPoint
Excel
Teams

Education

Business Admin
Marketing
Events

Job description

Perpetual Wealth Management in Sydney seeks a proactive Personal Assistant and Marketing Coordinator to provide high‑quality executive support to the Lead Partner and to coordinate marketing, events and communications across NSW, ACT and QLD Private Clients. You will manage diaries, draft communications, coordinate campaigns and vendor relations while supporting partner engagement and reporting.

This hybrid role combines admin excellence with marketing coordination in a regulated wealth

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