More time off for the things that matter: Up to 6 weeks' leave
An opportunity to develop your career: in a collaborative and supportive team
Broaden your knowledge: cross learn from other teams within Perpetual Private's Operations team.
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. Our clients include individuals, families, businesses, not-for-profit organisations and Indigenous communities throughout Australia.
About the role:
Provide a high level of service, achieving Service Level Agreements at a team and individual level.
Maintain accurate data within core systems.
Authorise trades, supporting with preparation and execution of rebalances.
Prepare daily WIP report and subsequent matching.
Linking/Delink of accounts from MDA service.
Manage custodial asset operations such as pricing, settlements and maintenance.
Build and maintain relationships with internal/external stakeholders.
Support the wider Client Operations team with processes and tasks as required.
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.
Processing on the wrap platform, Salesforce and SharePoint.
About you:
Proven experience in a Banking & Finance environment preferably in client services or similar role.
Strong self/time management skills.
Strong attention to detail and accuracy within a high-volume role.
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.
Flexibility to work outside base core hours when required.
Strong Excel experience would be advantageous.
Ability to communicate effectively – both written and verbal.
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.
Access to LinkedIn learning, study support and commitment to supporting professional development.
Diversity and inclusion:
WGEA Employer of Choice for gender equality since 2018.
Strong commitment to all aspects of Diversity and Inclusion.
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'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.
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