Private Client Administrator

• A 12-month Max-Term contract Opportunity

• An opportunity to develop your career in a high performing, collaborative and supportive team

• A hybrid role – 3 days a week in the office.

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.

As a Private Clients Administrator, you will be providing effective administration support to financial advisers. 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.

About the role

As an Administrator within the Perpetual Private business area, you will be responsible for:

• 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.

• Maintain knowledge of products/services by attending training and working with advisers and broader Client Operations teams.

• General administrative duties which include but are not limited to filing, mail distribution, photocopying, scanning documents, retrieval of original documents.

About you

• 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.

• 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.

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.

• 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 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.