Team Leader

6 months ago


Sydney, Australia Perpetual Limited Full time

Great employee benefits including 12% Superannuation.- Join a growing global firm.- Flexible and inclusive work environment.

As an Asset Services Team Leader, the individual will be focused on leading the Asset Services Team to deliver an outstanding customer experience and achieve performance and business goals.

Sounds interesting? Here are some specifics about the opportunity:

- Encouraging team members to be productive, accurate and proactive in their work, while promoting individuals to support each other and their development by using their skills and knowledge to contribution to the divisional service and business outcomes
- Effective planning and prioritisation to ensure deadlines are met and outcomes achieved
- Being an escalation contact point for the client operations team, key stakeholders including the Perpetual Private client teams and Advice Delivery and Trustee Services
- Ensuing service levels are met and outcomes achieved
- Oversight of Custodial functions such as Settlements, Asset Transfers, Pricing, and Reconciliations.
- Identifying individual and team training and development gaps/opportunities and then working with management and the wider business to successfully deliver relevant training and development programs
- Quality review and system transaction monitoring to minimize key risks and ensure that procedures and controls within the team are being followed.
- Providing support for complex and high-risk transactions

Experience requirements:

- A minimum of 2 years’ experience in a Team Leader role
- A minimum of 4 years’ experience within the Financial Services industry, ideally in a Custodial Operations environment or Administration team..
- Strong people leadership capability
- Influencing and negotiating skills
- Proven success in a customer orientated role
- Strong attention to detail and written & verbal communication.

Our opportunity We’d love to learn more about how your interests and experience could be a fit. Here at Perpetual, we are committed to supporting a flexible working environment enabling you to work how and where you work best. Our benefits
- Two weeks additional paid leave for Well-being & Community Leave
- Market competitive Parental Leave
- Access to our Well-being Benefits and Perpetual Discounts providing discounts and special offers on entertainment, clothing, homeware, gift cards, technology, travel, dining and more

Why join us? You'll be joining a growing client-focused and collaborative global team with a values and purpose-driven culture. Each and every day our people bring to life our enterprise behaviours - Stretch, Own It, and Make an Impact. We value Diversity and Inclusion and know that the unique backgrounds, experiences, and perspectives of our people contribute immensely to the delivery of our purpose and strategy. We’re living this commitment as a WGEA Employer of Choice for Gender Equality and have a growing number of employee-led networks to raise awareness and promote Diversity and Inclusion at Perpetual. We are extremely proud to work directly with over 23 Aboriginal language groups in various communities across Australia and we pay our respects to all Aboriginal and Torres Strait Islander People: and to their Elders past and present. Aboriginal and Torres Strait Islander People are strongly encouraged to apply.


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