Perpetual Private is seeking an Administrator to work alongside our Financial Advisers providing effective administration support and thrives working in a fast-paced environment.
This exciting opportunity is based in our state-of-the-art offices in Sydney CBD. We offer a hybrid working environment with flexible working of part time, 4 days per week or a full-time opportunity.
What will you be doing?
Sounds interesting? Here are some specifics about the opportunity:
- 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.
What you will need to succeed:
To be considered for this opportunity, your qualifications, skills and experience could include:
- 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
- Two weeks additional paid leave for Well-being & Community Leave
- Market competitive Parental Leave
- Access to our Well-being Benefits and Perpetual Discounts providing discounts and special offers on entertainment, clothing, homeware, gift cards, technology, travel, dining and more
Why join us? You'll be joining a growing client-focused and collaborative global team with a values and purpose-driven culture. Each and every day our people bring to life our enterprise behaviours – Stretch, Own It, and Make an Impact. We value Diversity and Inclusion and know that the unique backgrounds, experiences, and perspectives of our people contribute immensely to the delivery of our purpose and strategy. We’re living this commitment as a WGEA Employer of Choice for Gender Equality and have a growing number of employee-led networks to raise awareness and promote Diversity and Inclusion at Perpetual. We are extremely proud to work directly with over 23 Aboriginal language groups in various communities across Australia and we pay our respects to all Aboriginal and Torres Strait Islander People: and to their Elders past and present. Aboriginal and Torres Strait Islander People are strongly encouraged to apply. Perpetual strongly encourages our employees to be vaccinated for the safety of our team and stakeholders. Some governments require employees to be up to date with their vaccinations against COVID-19 or have a current medical exemption to be able to attend a Perpetual office or attend a face to face meeting. Other roles may also require that full vaccination is maintained for the safety and well-being of our clients. We will ask you to share your status as part of the application process. You will be provided with the relevant information during the recruitment process if you are currently not up to date with your vaccinations or are medically exempt.
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