Personal Assistant

Perpetual Limited; Sydney; On-site; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Work from anywhere

Wellbeing allowance

Study support

Professional development

Job summary

Pendal is seeking an experienced Personal Assistant to support the Head of Equities and the broader Australian Equities team in Sydney. You will manage executive scheduling, coordinate travel, and handle team administration in a standalone office.

You’ll be a trusted point of contact for internal and external stakeholders, ensuring smooth operations, onboarding, and events while upholding the firm’s professional standards and confidentiality.

Qualifications

• 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.

Responsibilities

• Manage a complex executive diary, coordinate meetings, and 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.

Skills

Diary management

Travel coordination

Stakeholder engagement

Communication

Discretion

Office management

Education

RG146 accreditation

Tools

Microsoft Office

Outlook

Teams

Job description

• 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 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.