Sounds interesting? Here are some specifics about the opportunity:
Act as the point of contact for clients and provide timely and accurate support and guidance to internal and external stakeholders in meeting the needs of these clients
Have an understanding of investments and be able to relay investment information facts to the client
Ensure accounts are administered efficiently effectively and in line with legislative and compliance guidelines
Ensure compliance is achieved on a profitable and commercial basis.
Actively contribute to the attainment of high levels of internal and external client satisfaction
Support the team to ensure service deliverables are met.
Drive referral and new revenue opportunities
Actively participate in process improvement and development of tools and resources for the benefit of the business and client
To be considered for this opportunity, your qualifications, skills and experience could include:
Optional: RG 146 qualifications allowing incumbent to hold a letter of authority
Minimum of 3 years’ experience in Trustee, Financial Services or Legal environment
Experience working in a client centric business environment
Understanding of risk and compliance obligations in a Financial Services environment
Sound problem solving and decision-making skills
Strong client and stakeholder (internal & external) management skills
Sound communication skills (written and verbal)
Influencing, negotiating and decision-making skills
Ability to deliver on time whilst working with complex information
Good attention to detail with an ability to manage multiple priorities
Personal resilience with the ability to work in a fast-paced business environment
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.
Two weeks additional paid leave for Well-being & Community Leave
Market competitive Parental Leave
Access to our Well-being 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.
Perpetual strongly encourages our employees to be vaccinated for the safety of our team and stakeholders. Some governments require employees to be up to date with their vaccinations against COVID-19 or have a current medical exemption to be able to attend a Perpetual office or attend a face to face meeting. Other roles may also require that full vaccination is maintained for the safety and well-being of our clients. We will ask you to share your status as part of the application process. You will be provided with the relevant information during the recruitment process if you are currently not up to date with your vaccinations or are medically exempt.
Please note that there will be no recruitment activity during the period Monday, 26th of December 2022 to 8th of January 2023. Should you apply during this period, Talent Acquisition will only review your application the week commencing Monday, 9th of January 2023.