Client Administrator

3 days ago


Sydney, New South Wales, Australia Buscojobs Full time

A 12-month Max-Term contract Opportunity

An opportunity to develop your career in a high performing, collaborative and supportive team

A hybrid role – 3 days a week in the office.

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.

As a Private Clients Administrator, you will be providing effective administration support to the Fiduciary Services team. You will be accountable for providing a high level of service, maintaining accuracy of data and preparing communications within core systems, as well as general administration in order to support the delivery of strategy and a level of service that exceeds client expectations.

About the role

As an Administrator within the Perpetual Private business area, you will be responsible for :

Ownership of team processes relating to Fiduciary Services

Provision of a high level of service, achieving Service Level Agreements at a team and individual level.

Provision and maintenance of accurate data within core systems

Preparation and communication of client records and accounts

Adequate identification and escalation of risks, achieved through adhering to key controls

and relevant legislative requirements

Maintain communication channels to ensure client expectations / outcomes are achieved.

Maintain knowledge of products / services by attending training and working with Trust Managers, Associates and broader Client Operations teams.

General administrative duties which include but are not limited to filing, mail distribution, photocopying, scanning documents, retrieval of original documents.

About you

Proven experience (2+ years) in a Banking & Finance environment, preferably in client services or a similar role that would provide a suitable administrative and / or financial services 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 & willingness to learn.

Problem solving skills & knowledge of when to escalate issues.

Maintain compliance with statutory / regulatory requirements.

Ability to meet deadlines & contribute to strategic objectives.

Flexibility to work outside base core hours when required.

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.

#J-18808-Ljbffr

  • Sydney, New South Wales, Australia Buscojobs Full time

    Client Administration Officer Debtor Management, Full time, fixed-term contract role until June 2026 – Unanderra Office 5 days a weekUnanderra as a baseWork with likeminded committed professional peopleOpportunity to make a real differenceAbout UnitingAt Uniting, we believe in taking real steps to make the world a better place. We work to inspire people,...


  • Sydney, New South Wales, Australia Buscojobs Full time

    About the RoleWith continued growth and success, the firm is now looking for an experienced Client Service Administrator to join their team.This role is a varied and busy one encompassing all administration duties required within an accounting firm including:Providing support to a team of AccountantsPreparation of documents on behalf of AccountantsLodgment...


  • Sydney, New South Wales, Australia Fresenius Medical Care Full time

    Join to apply for the IT Client Services Administrator role at Fresenius Medical Care1 day ago Be among the first 25 applicantsJoin to apply for the IT Client Services Administrator role at Fresenius Medical CarePrimary purpose of the role:The Client Services Administrator's role is to support and maintain in-house computer systems, laptops, desktops, and...


  • Sydney, New South Wales, Australia Buscojobs Full time

    About the RoleWith continued growth and success, the firm is now looking for an experienced Client Service Administrator to join their team.This role is a varied and busy one encompassing all administration duties required within an accounting firm including:Providing support to a team of AccountantsPreparation of documents on behalf of AccountantsLodgment...


  • Sydney, New South Wales, Australia Fresenius Medical Care Full time

    Join to apply for theIT Client Services Administratorrole atFresenius Medical Care1 day ago Be among the first 25 applicantsJoin to apply for theIT Client Services Administratorrole atFresenius Medical CarePrimary purpose of the role:The Client Services Administrator's role is to support and maintain in-house computer systems, laptops, desktops, and...


  • Sydney, New South Wales, Australia beBeeCustomer Full time $60,000 - $88,000

    Client Service Co-ordinatorWe are seeking an experienced Client Service Co-ordinator to join our team. The ideal candidate will have a strong background in client service and administration, with excellent communication skills and the ability to work well under pressure.The successful candidate will play a key role in ensuring a smooth experience for clients...


  • Sydney, New South Wales, Australia Fresenius Medical Care Full time $90,000 - $120,000 per year

    Primary purpose of the role: The Client Services Administrator's role is to support and maintain in-house computer systems, laptops, desktops, and peripherals both on site and remotely. This includes receiving, prioritizing, documenting and actively resolving end user help requests and escalating incidents when considered appropriate and necessary to...


  • Sydney, New South Wales, Australia The Andersen Partnership Full time

    6 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.The Andersen Partnership provided pay rangeThis range is provided by The Andersen Partnership. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeA$80,000.00/yr - A$110,000.00/yrDirect...


  • Sydney, New South Wales, Australia beBeeAdministrative Full time $83,538 - $125,219

    Job OverviewThe Client Services Coordinator will provide exceptional administrative and client services support across various activities.Deliver daily on-site administration via phone, email, and in-person interactions.Process student enrolments, payments, credit vouchers, refunds, and invoices efficiently.Liaise with debtors and creditors to resolve...


  • Sydney, New South Wales, Australia beBeeAdministrative Full time

    Job Title: Client Services OfficerAbout the Role:The Legal and Client Support Officer will be a valuable addition to our existing administration division. This role is an important first point of contact for clients with complex legal and non-legal issues, determining and providing appropriate information, and organising support or services.Key...