Private Client Administrator - Melbourne, Australia - Perpetual Limited

Perpetual Limited

Verified Company

Melbourne, Australia

3 weeks ago

Posted by:

Olivia Brown

beBee Recruiter

Description

Based in Melbourne CBD- Be challenged and supported to grow

Provide effective administration support to financial advisers.

Ensuring efficiency of procedures and accuracy of outputs, enabling the delivery of strategy and a level of service that exceeds client expectations.

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.
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 etc.
Ad-hoc tasks to support strategy and team as required.

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.
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.
Consistently demonstrate Perpetual's values.

Our opportunity

We'd love to learn more about how your interests and experience could be a fit.

Here at Perpetual, we are committed to supporting a flexible working environment enabling you to work how and where you work best.

Our benefits

Two weeks additional paid leave for Wellbeing & Community Leave
Market competitive Parental Leave
Access to our Wellbeing 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.