Wealth Admin (12-Month) – Hybrid & Remote Flex

Perpetual Limited; Sydney; Hybrid; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Work from anywhere in Australia for up

Annual wellbeing allowance

Study support and professional dev

Job summary

Perpetual Limited in Sydney is seeking an Administrator to provide high‑level administration support to financial advisers within the Perpetual Wealth team. The role focuses on data accuracy, preparation of communications, and efficient processing of routine admin tasks to support service delivery.

You'll handle day‑to‑day paperwork, payments, client communications and assist in packaging reviews, ensuring compliance fields are up to date.

Qualifications

• 2+ years experience in Banking & Finance environment, preferably in client services or similar role that provides administrative/financial planning background.
• Broad knowledge of financial products, platforms and services.
• Strong self/time management skills.
• Outstanding attention to detail and process-driven with a high level of accuracy.
• Excellent written and verbal communication skills.
• Initiative, proactivity and willingness to learn.
• Ability to meet deadlines and contribute to strategic objectives.

Responsibilities

• Day to day administration support to financial advisers and associate advisers, including preparation of paperwork, mail outs, account maintenance and data integrity in core systems.
• Process payment requests, including bills/invoices and client directed payments.
• Promote and build client trust in Perpetual.
• Assist advisers in the review process by packaging reviews, obtaining and collating research reports, updating compliance fields in core systems.
• Identify gaps in admin service processes and 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.
• General administrative duties including filing, mail distribution, photocopying, scanning documents, retrieval of original documents.

Skills

Banking & Finance experience

Client services

Attention to detail

Time management

Communication

Initiative

Problem solving

Job description

Perpetual Limited in Sydney is seeking an Administrator to provide high‑level administration support to financial advisers within the Perpetual Wealth team. The role focuses on data accuracy, preparation of communications, and efficient processing of routine admin tasks to support service delivery.

You'll handle day‑to‑day paperwork, payments, client communications and assist in packaging reviews, ensuring compliance fields are up to date.