A 15-month Max-Term Contract opportunity
Work where we work best - hybrid office/work-from-home environment
Highly visible role looking after internal and external fee related enquiries
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.
Perpetual Wealth Management
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
As the Account Manager for Fees, you will be the point of contact for internal and external stakeholders for all fee related enquiries and issues. This role can be based in either our Sydney or Melbourne office.
Reporting to the Manager – Client Services you will be responsible for:
Deliver high-quality service to Perpetual’s clients by efficiently processing daily fee-related requests.
Consistently meet or exceed Service Level Agreements (SLAs) at both team and individual levels.
Ensure strict adherence to established processes and procedures.
Proactively identify and escalate operational and financial risks by following key controls and complying with relevant legislative requirements.
Provide clients, advisers, and managers with accurate product knowledge, reporting insights, account details, and legislative information.
About you
Financial qualifications are desirable, with RG146 Compliance being viewed favourably.
Demonstrated experience in a similar role within the financial services industry.
Advanced Excel skills.
Strong understanding of MyClient/Salesforce, and WRAP would be advantageous.
Exceptional attention to detail and strong communication and stakeholder engagement and management skills.
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.
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