This is a Associate, Service Delivery Operations role with Perpetual Limited based in Sydney, NSW, AU Perpetual Limited Role Seniority - junior, mid level More about the Associate, Service Delivery Operations role at Perpetual Limited 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. Before we jump into the responsibilities of the role. No matter what you come in knowing, you’ll be learning new things all the time and the Perpetual Limited team will be there to support your growth. Please consider applying even if you don't meet 100% of what’s outlined Key Responsibilities Documenting process changes ⚙️ Resolving operational issues Collaborating with teams Key Strengths Attention to detail Analytical thinking Communication skills Knowledge of regulatory frameworks Experience with Wrap platforms Project management A Final Note: This is a role with Perpetual Limited not with Hatch.
