Job Description
More Time Off for What Matters: Enjoy up to 6 weeks of leave
Flexible Work Environment: 3 days based in our Sydney CBD Office
Join a collaborative and supportive team
An exciting opportunity to be part of the wider Perpetual Wealth Management Business as a Property Associate.
Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.
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.
About the Role
Join our dynamic team at Perpetual Wealth Management. As an Operations Associate you will:
Document agreed process change initiatives to strengthen the team's strategic positioning and improve service delivery and operational efficiency
Assist with escalations and ensure timely resolution of operational issues
Identify opportunities to improve operational efficiency and client experience
Collaborate with internal teams to deliver platform changes and enhancements, including guidance and training
Respond to internal stakeholder queries regarding platform functionality, features, reporting and issues
Assist in preparing and facilitating the delivery of material, primarily around technical and product training, including induction programs for the Service Delivery Team
About You
We’re looking for someone with:
Relevant tertiary or industry qualifications (business, economics, financial services discipline)
5+ years experience within the Financial Services industry, preferably within wealth management, asset management, advice and/or
superannuation operations
Understanding of regulatory frameworks (ASIC, APRA) and
superannuation trustee responsibilities
Familiarity and knowledge of Wrap platforms and processes, including operations, investment administration and governance
Strong attention to detail and analytical thinking
Excellent communication and stakeholder engagement skills.
Ability to work independently and managing competing priorities
Commitment to delivering high-quality service and operational integrity
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
Study support and commitment to supporting professional development
Diversity and inclusion
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.
Flexible Work Environment: 3 days based in our Sydney CBD Office
Join a collaborative and supportive team
An exciting opportunity to be part of the wider Perpetual Wealth Management Business as a Property Associate.
Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.
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.
About the Role
Join our dynamic team at Perpetual Wealth Management. As an Operations Associate you will:
Document agreed process change initiatives to strengthen the team's strategic positioning and improve service delivery and operational efficiency
Assist with escalations and ensure timely resolution of operational issues
Identify opportunities to improve operational efficiency and client experience
Collaborate with internal teams to deliver platform changes and enhancements, including guidance and training
Respond to internal stakeholder queries regarding platform functionality, features, reporting and issues
Assist in preparing and facilitating the delivery of material, primarily around technical and product training, including induction programs for the Service Delivery Team
About You
We’re looking for someone with:
Relevant tertiary or industry qualifications (business, economics, financial services discipline)
5+ years experience within the Financial Services industry, preferably within wealth management, asset management, advice and/or
superannuation operations
Understanding of regulatory frameworks (ASIC, APRA) and
superannuation trustee responsibilities
Familiarity and knowledge of Wrap platforms and processes, including operations, investment administration and governance
Strong attention to detail and analytical thinking
Excellent communication and stakeholder engagement skills.
Ability to work independently and managing competing priorities
Commitment to delivering high-quality service and operational integrity
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
Study support and commitment to supporting professional development
Diversity and inclusion
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.
💡 Quick Summary
Seeking a career-building opportunity? The Associate, Service Delivery Operations position is now open for candidates interested in the Operations Executive Jobs sector. This role in Sydney offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Operations Executive Jobs is a plus.