More Time Off for What Matters: Enjoy up to 6 weeks of leave
Flexible Work Environment: Work where we work best – Hybrid working based from our Sydney office
Join a collaborative and supportive team
Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.
The wealth management business consists of three distinct brands in addition to Perpetual Private - 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.
About the Role
Join our dynamic team at Perpetual Wealth Management. As an Associate you will:
Preparing and authorising trades via the PP Wrap platform, supporting with preparation and execution of MDA rebalances.
Completing various off platform Custodial Asset maintenance tasks. This includes asset pricing, income allocation, corporate actions and settlements.
Assisting your team and undertaking other processes and tasks as required
Building and maintaining relationships with internal/external stakeholders
Supporting the wider Client Operations team with processes and tasks as required
Adhere to key controls
Maintain awareness of Client Operations SLA, policies and procedures, business rules and Risk and Control profile and standards
Escalate identified risks and issues to Team Leader/Manager as appropriate
Respond to internal/external queries accurately, and in a timely manner
Liaising with internal/external stakeholders
Processing on the wrap platform, salesforce and SharePoint
About You
We’re looking for someone with:
Proven experience in a Banking & Finance environment preferably in client services or similar role that would provide a suitable administrative background
Experience with external Fund Managers, Brokers & dealing with AML Requirements
Strong self/time management skills
Strong attention to detail and accuracy
Initiative & willingness to learn
Problem solving skills & knowledge of when to escalate issues
Maintain compliance with statutory/regulatory requirements
Ability to meet deadlines & contribute to strategic objectives
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.
Skills Required
- Proven experience in a Banking & Finance environment, preferably in client services or similar administrative role
- Experience with external fund managers, brokers and AML requirements
- Experience preparing and authorising trades via PP Wrap platform and executing MDA rebalances
- Experience processing and maintaining records on Salesforce and SharePoint
- Strong self/time management skills
- Strong attention to detail and accuracy
- Initiative and willingness to learn
- Problem solving skills and knowledge of when to escalate issues
- Maintain compliance with statutory and regulatory requirements
- Ability to meet deadlines and contribute to strategic objectives
What We Do
Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity. We have been earning the trust of our clients for more than 135 years and pride ourselves on our long-standing client relationships, some of which span five generations. We aim to be the most trusted brand in financial services. Headquartered in Sydney, Australia, we provide asset management, wealth management and trustee services to local and international clients. Our operations span Australia, Asia, Europe, United Kingdom and the United States
