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Support month-end accounting, revenue/cash/debtor and investment accounting, prepare reconciliations and financial reports, assist with statutory audit, drive process improvements and finance system projects, and provide stakeholder support for ad-hoc accounting and reporting queries.

Lead the design and delivery of secure, modern workplace solutions using Microsoft technologies and mentor junior team members. Responsible for developing designs, delivering solutions, and managing L3 support.

As a Paraplanner, you will support Advisors by generating tailored advice documents, conducting financial calculations, and collaborating with the team to enhance client outcomes.

Responsible for driving growth across NSW private wealth accounts by executing strategies, building relationships, and maintaining high account management standards.

Provide legal advice and solutions to Perpetual Wealth Management, manage external counsel and outsourced litigation, review and negotiate legal matters with stakeholders, support trustee, Native Title and fiduciary matters, and monitor legal developments affecting the business.

The Senior Research Analyst will research external investment managers, contribute to multi-manager funds, and ensure top quartile performance for Income Alternatives and Fixed Income portfolios.

Support portfolio managers by analysing corporate issuers, producing credit reviews and briefs, updating credit opinions, attending issuer meetings, and informing portfolio decisions through financial statement and ratings analysis.

Provide client-facing support for member benefits programs: respond to phone and email enquiries, apply Trust guidelines, process and reconcile member payments in Xero, maintain records and registers, and deliver confidential, accurate customer service in line with established processes.

Lead a team to deliver structured, compliant onboarding for new advisers. Design tailored onboarding plans, coordinate training and collateral, resolve cross-functional bottlenecks, drive continuous improvement, and ensure advisers are operationally ready from day one in a complex wealth management environment.

Coordinate and drive adviser onboarding for Perpetual Private: manage milestones, develop tailored transition plans, coordinate training, maintain onboarding collateral, resolve stakeholder delays, and support continuous improvement in adviser onboarding processes.