Job Description
More time off for the things that matter - up to 6 weeks’ leave annually
Work where we work best - hybrid office/work-from-home environment
Work within a supportive, collaborative team environment
About Fordham
At Fordham, we specialise in helping Australia’s leading business owners and Managers with all facets of their business.
We’re one of the country’s fast growing Chartered Accounting firms, with a national footprint comprising 20+ Partners and over 150 staff working in top-grade CBD offices in Melbourne, Sydney, Brisbane, and Perth.
Our industry leading Business Advisors enjoy a varied breadth of work, helping clients build both their business value and personal wealth.
We think our unique business model, coupled with our drive for our people’s growth and diversity, makes us a great place for ambitious people to realise their potential and thrive.
About the role
As a Personal Assistant at Fordham you will work within a professional team, in a dynamic environment, supporting Partners, leaders and the wider team as they seek to provide exceptional service to clients and stakeholders.
Key responsibilities will include:
Diary management and travel requirements.
Monitoring and filtering emails and incoming calls.
Coordination of meetings, training and events.
Preparing and assisting with documentation requirements including reports, presentations and client correspondence.
Preparing meeting agendas and taking and distributing meeting minutes as appropriate.
Processing a variety of finance related requirements including expense reports, credit card reconciliations, Partner timesheets and monthly fee letters.
Assisting with ad hoc tasks and specialised projects as required.
Maintaining a database for marketing purposes.
Providing general support to the wider team and group
About you
Demonstrated experience (ideally 3+ years) working in a personal assistant role or similar, ideally within the financial or professional services industry.
Proven ability to prioritise and meet deadlines while working under pressure.
Exceptional time management and organisational skills with strong attention to detail and accuracy.
A sound level of commercial acumen and the ability to display initiative and confidentiality where appropriate.
A team focused individual with excellent stakeholder management and engagement skills.
Strong verbal and written communication skills.
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.
Access to study support, and commitment to supporting professional development.
Diversity and inclusion
Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.
A growing number of employee-led networks who work to raise awareness and drive continued change.
We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People.
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.
Please note, Fordham is a specialist part of Perpetual. When you hit apply, you will be taken to the Perpetual Group careers portal.
Work where we work best - hybrid office/work-from-home environment
Work within a supportive, collaborative team environment
About Fordham
At Fordham, we specialise in helping Australia’s leading business owners and Managers with all facets of their business.
We’re one of the country’s fast growing Chartered Accounting firms, with a national footprint comprising 20+ Partners and over 150 staff working in top-grade CBD offices in Melbourne, Sydney, Brisbane, and Perth.
Our industry leading Business Advisors enjoy a varied breadth of work, helping clients build both their business value and personal wealth.
We think our unique business model, coupled with our drive for our people’s growth and diversity, makes us a great place for ambitious people to realise their potential and thrive.
About the role
As a Personal Assistant at Fordham you will work within a professional team, in a dynamic environment, supporting Partners, leaders and the wider team as they seek to provide exceptional service to clients and stakeholders.
Key responsibilities will include:
Diary management and travel requirements.
Monitoring and filtering emails and incoming calls.
Coordination of meetings, training and events.
Preparing and assisting with documentation requirements including reports, presentations and client correspondence.
Preparing meeting agendas and taking and distributing meeting minutes as appropriate.
Processing a variety of finance related requirements including expense reports, credit card reconciliations, Partner timesheets and monthly fee letters.
Assisting with ad hoc tasks and specialised projects as required.
Maintaining a database for marketing purposes.
Providing general support to the wider team and group
About you
Demonstrated experience (ideally 3+ years) working in a personal assistant role or similar, ideally within the financial or professional services industry.
Proven ability to prioritise and meet deadlines while working under pressure.
Exceptional time management and organisational skills with strong attention to detail and accuracy.
A sound level of commercial acumen and the ability to display initiative and confidentiality where appropriate.
A team focused individual with excellent stakeholder management and engagement skills.
Strong verbal and written communication skills.
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.
Access to study support, and commitment to supporting professional development.
Diversity and inclusion
Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.
A growing number of employee-led networks who work to raise awareness and drive continued change.
We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People.
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.
Please note, Fordham is a specialist part of Perpetual. When you hit apply, you will be taken to the Perpetual Group careers portal.
💡 Quick Summary
Seeking a career-building opportunity? The Personal Assistant - Fordham position is now open for candidates interested in the Work from home Jobs sector. This role in Melbourne offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Work from home Jobs is a plus.
