Private Client Administrator

Buscojobs; Greater London; Hybrid; AUD 50,000 - 80,000; Full time

Job description

Private Client Administrator

Apply locations Melbourne

Time type: Full time

Posted on: Posted 3 Days Ago

Time left to apply: End Date: April 25, 2025 (25 days left to apply)

Job requisition id: R7780

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. 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

1. Day to day administration support to financial advisers and associate advisers, including preparation of paperwork, mail outs, account maintenance and data integrity in core systems.
2. Process payment requests, including bills/invoices and client directed payments.
3. Promote and build client trust in Perpetual.
4. Assist advisers and associate advisers in the review process by packaging reviews, obtaining and collating research reports, updating required compliance fields in core systems.
5. Identify gaps in admin service processes and develop/address as required.
6. Maintain communication channels to ensure client expectations/outcomes are achieved.
7. Maintain knowledge of products/services by attending training and working with advisers and broader Client Operations teams.
8. General administrative duties including but not limited to filing, mail distribution, photocopying, scanning documents, retrieval of original documents.

About you

1. 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.
2. Broad knowledge of financial products, platforms, and services.
3. Outstanding attention to detail and process driven with a high level of accuracy.
4. Excellent written and verbal communication skills.
5. Initiative, proactivity & willingness to learn.
6. Problem-solving skills & knowledge of when to escalate issues.
7. Maintain compliance with statutory/regulatory requirements.
8. Ability to meet deadlines & contribute to strategic objectives.
9. 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 to day-to-day interactions with colleagues and clients; the way we approach decision-making, the questions we ask, and the problems we solve.

Employee benefits

1. Work from anywhere in Australia for up to one month each year.
2. An annual allowance to empower you to prioritise your personal wellbeing.
3. 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.

About Us

Our People

Each and every day our people bring to life our enterprise behaviours – Stretch, Own It, and Make an Impact. The Perpetual team is diverse, expert and driven by the belief that we can make a difference in the lives of our clients. We value integrity, skill and teamwork and seek to find the best in each individual.

Our History

In 1885, a committee of business and professional people, including future Prime Minister, the Honourable Sir Edmund Barton, gathered in Sydney for the purpose of forming a trustee company. Perpetual Trustee Company Limited was formed on 28 September 1886 and since then has been entrusted by generations of Australians to manage, grow and protect their wealth.