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Private Client Administrator

Perpetual Limited - Melbourne, VIC

Banking & Finance
Source: uWorkin


What will you be doing?

Sounds interesting? Here are some specifics about the opportunity:

  • Responsible for the 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 remittance requests, accounts additions and bill 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 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.
  • Ad hoc tasks to support strategy as required.
What You Will Need To Succeed

To be considered for this opportunity, your qualifications, skills and experience could include:
  • 3+ years experience in an Administration role within the financial planning industry
  • Broad knowledge of financial instruments, financial products, platforms, and the financial planning industry
  • Outstanding attention to detail and process driven with a high level of accuracy
  • Exceptional organisation and time management skills
  • Effective communication & relationship building skills
  • Strong problem solving skills & knowledge of when to escalate issues
  • Considers innovative solutions & meets agreed service levels
  • Proven ability to work autonomously and collaboratively
  • High standards of customer service and deliver in communication procedures, guidelines and policies.
  • Ability to manage competing priorities in a timely manner
  • Maintain compliance with statutory/regulatory requirements
  • Contributes to build & maintain a high performance culture
  • Consistently demonstrates Perpetual values