A 12-month Max-Term Opportunity

An opportunity to develop your career in a high performing, collaborative and supportive team

A hybrid role – 3 days a week in the office.

The wealth management business consists of three distinct brands in addition to Perpetual Wealth – Fordham, Jacaranda financial planning and Priority Life – offering a unique mix of wealth management, advice and trustee services.

With 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 an Administrator, you will be providing effective administration support to financial advisers.

You will be accountable for providing a high level of service, maintaining accuracy of data and preparing communications within core systems, as well as general administration in order to support the delivery of strategy and a level of service that exceeds client expectations.

About the role

As an Administrator within the Perpetual Wealth business area, you will be responsible for:

- Day to day administration support to financial advisers and associate advisers.
- Tasks include preparation of paperwork, mail outs, account maintenance and data integrity in core systems.
- Process payment requests, including bills/invoices and client directed payments.
- Promote and build client trust in Perpetual.
- Assist advisers and associate advisers in the review process by packaging reviews, obtain and collate research reports, updating required compliance fields in core systems.
- Identify gaps in admin service processes and develop/address as required.
- Maintain communication channels to ensure client expectations/outcomes are achieved.
- Maintain knowledge of products/services by attending training and working with advisers and broader Client Operations teams.




- General administrative duties which include but are not limited to filing, mail distribution, photocopying, scanning documents, retrieval of original documents.

About you

Proven experience (2+ years) in a Banking & Finance environment, preferably in client services or a similar role that would provide a suitable administrative and/or financial planning background.

Broad knowledge of financial products, platforms, and services.

Strong self/time management skills.

Outstanding attention to detail and process driven with a high level of accuracy.

Excellent written and verbal communication skills.

Initiative, proactivity & willingness to learn.

Problem solving skills & knowledge of when to escalation issues.

Maintain compliance with statutory/regulatory requirements.

Ability to meet deadlines & contribute to strategic objectives.

Flexibility to work outside base core hours when required.

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

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.

Perpetual is an ASX-listed, diversified financial services company which has been serving clients since 1886.

Across our four business divisions - Perpetual Asset Management Australia, Perpetual Asset Management International, Perpetual Private and Perpetual Corporate Trust - we aim to protect and grow our clients' wealth, knowing that by doing so we can make a difference in their lives.

Trust is earned, every day.

We have been earning the trust of our clients for more than 130 years and pride ourselves on our long-standing client relationships - some of which span five generations.

Each and every day our people bring to life our enterprise behaviours – Stretch, Own It, and Make an Impact.

The Perpetual team is diverse, expert and driven by the belief that we can make a difference in the lives of our clients.

We value integrity, skill and teamwork and seek to find the best in each individual.

Our reward is personal and professional development and the pride that comes from doing the best for our clients.

In 1885, a committee of business and skilled people, including future Prime Minister, the Honourable Sir Edmund Barton, gathered in Sydney for the purpose of forming a trustee company.

Perpetual Trustee Company Limited was formed on 28 September 1886 and since then has been entrusted by generations of Australians to manage, grow and protect their wealth.

Through wars, recessions and financial crises, we have continually evolved to meet the challenges of constant social, technological and economic change.

Our core values and financial principles have endured through time and will continue to endure.

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📌 Administrator (City of Sydney)
🏢 Perpetual
📍 City of Sydney