Process Associate

Process Associate - Perpetual Wealth Management

Join to apply for the Process Associate - Perpetual Wealth Management role at Perpetual Limited

Process Associate - Perpetual Wealth Management

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Join to apply for the Process Associate - Perpetual Wealth Management role at Perpetual Limited

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• Play a key role in delivering quality processes and training in our Service Delivery Team.
• Flexible Work Environment: Hybrid working arrangement.

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 Process Associate you will monitor and maintain processes for the internal Service Delivery Team, enabling a strong capability, scale, consistency and a quality service offering to our clients.

Reporting to the Training and Process Manager you will be responsible for:

• Monitor and review proposed new business rules, processes & procedures - ensuring compliance.
• Assist with creating and maintaining training material/FAQ sheets as required.
• Co-ordinate regular reviews of procedures and policies to ensure that they are accurate and maintained
• Assist with project delivery, including administration support, monitoring and follow ups with external parties.
• 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

• 5+ years of experience within the Financial Services industry, preferably with both advice and asset management operational experience.
• Extensive knowledge of compliance and regulatory requirements.
• Strong knowledge of Platforms and Process Management applications.
• A demonstrated track record of documenting and reviewing processes.
  

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.

Seniority level

• Seniority levelMid-Senior level

Employment type

• Employment typeContract

Job function

• Job functionFinance, Quality Assurance, and Strategy/Planning
• IndustriesFinancial Services, Investment Advice, and Trusts and Estates

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