-
12-14 month Max Term Contract
-
More Time Off for What Matters: Enjoy up to 6 weeks of leave
-
Hybrid working environment – 2-3 days in the office.
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.
An exciting opportunity to be part of Perpetual Wealth Management and as a team leader you will lead the Fiduciary Operations Team to deliver a great customer experience and achieve performance and business goals.
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
-
Encourage team members to be productive, accurate, and proactive, while fostering mutual support and development using their skills and knowledge to contribute to divisional service and business outcomes.
-
Plan and prioritize effectively to meet deadlines and achieve outcomes.
-
Serve as an escalation contact for the client operations team and key stakeholders, including Perpetual Private client teams, Advice Delivery, and Trustee Services.
-
Ensure service levels are met and outcomes achieved.
-
Oversee key trustee service administration and obligations.
-
Identify training and development gaps/opportunities for individuals and teams, and collaborate with management and the wider business to deliver relevant programs.
-
Conduct quality reviews and system transaction monitoring to minimize key risks and ensure adherence to procedures and controls within the team.
-
Provide support for complex and high-risk transactions.
-
Assist in investigating and resolving complaints and incidents, ensuring adequate procedures and controls are in place or reviewed to mitigate risk and provide positive customer outcomes.
-
Manage recruitment, career development, talent profiling, and performance management of team members.
-
Run effective team meetings and staff update sessions to keep the team connected and informed about key events and activities.
-
Support the management team as needed.
-
Fulfill reporting requirements as agreed.
About you
We’re looking for someone with:
-
At least 2 years of experience in a Team Leader role.
-
A minimum of 4 years of experience in the Financial Services industry.
-
Demonstrated strong people leadership skills.
-
Effective influencing and negotiating abilities.
-
Proven track record in a customer-oriented role.
-
High attention to detail.
-
Excellent written and verbal communication skills.
-
Strong self-management and time management capabilities.
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.
-
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.
