Job Description
A 12-month Max-Term Opportunity
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An opportunity to develop your career in a high performing, collaborative and supportive team
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A hybrid role – 3 days a week in the office.
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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.
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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.
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Our clients include individuals, families, businesses, not-for-profit organisations, and Indigenous communities throughout Australia.
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As an Administrator, you will be providing effective administration support to financial advisers.
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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.
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About the role
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As an Administrator within the Perpetual Wealth business area, you will be responsible for:
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Day to day administration support to financial advisers and associate advisers.
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Tasks include preparation of paperwork, mail outs, account maintenance and data integrity in core systems.
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Process payment requests, including bills/invoices and client directed payments.
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Promote and build client trust in Perpetual.
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Assist advisers and associate advisers in the review process by packaging reviews, obtain and collate research reports, updating required compliance fields in core systems.
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Identify gaps in admin service processes and develop/address as required.
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Maintain communication channels to ensure client
expectations/outcomes
are achieved.
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Maintain knowledge of products/services by attending training and working with advisers and broader Client Operations teams.
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General administrative duties which include but are not limited to filing, mail distribution, photocopying, scanning documents, retrieval of original documents.
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About you
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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.
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Broad knowledge of financial products, platforms, and services.
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Strong self/time management skills.
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Outstanding attention to detail and process driven with a high level of accuracy.
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Excellent written and verbal communication skills.
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Initiative, proactivity & willingness to learn.
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Problem solving skills & knowledge of when to escalation issues.
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Maintain compliance with
statutory/regulatory
requirements.
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Ability to meet deadlines & contribute to strategic objectives.
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Flexibility to work outside base core hours when required.
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How we work
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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.
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Employee benefits
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Work from anywhere in Australia for up to one month each year
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An annual allowance to empower you to prioritise your personal wellbeing
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Study support and commitment to supporting professional development
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Diversity and inclusion
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Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
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A growing number of employee-led networks who work to raise awareness and drive continued change
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We support over 50 First Nations Communities, helping to secure the communities' future.
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We encourage applications from Aboriginal and Torres Strait Islander People
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We're committed to creating an inclusive workplace where diversity is celebrated.
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No matter your background or circumstances, we aim to provide an environment where you can thrive.
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Perpetual is an ASX-listed, diversified financial services company which has been serving clients since ****.
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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.
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Trust is earned, every day.
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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.
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Each and every day our people bring to life our enterprise behaviours – Stretch, Own It, and Make an Impact.
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The Perpetual team is diverse, expert and driven by the belief that we can make a difference in the lives of our clients.
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We value integrity, skill and teamwork and seek to find the best in each individual.
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Our reward is personal and professional development and the pride that comes from doing the best for our clients.
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In ****, a committee of business and qualified people, including future Prime Minister, the Honourable Sir Edmund Barton, gathered in Sydney for the purpose of forming a trustee company.
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Perpetual Trustee Company Limited was formed on 28 September **** and since then has been entrusted by generations of Australians to manage, grow and protect their wealth.
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Through wars, recessions and financial crises, we have continually evolved to meet the challenges of constant social, technological and economic change.
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Our core values and financial principles have endured through time and will continue to endure.
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📌 Administrator (New South Wales)
🏢 Perpetual
📍 New South Wales