Process Associate

1 week ago

Sydney, New South Wales, Australia Perpetual Limited Full time
This is a Process Associate - Perpetual Wealth Management role with Perpetual Limited based in Sydney, NSW, AU
== Perpetual Limited ==

Role Seniority - mid level

More about the Process Associate - Perpetual Wealth Management role at Perpetual Limited

  • A 12-month Max-Term Contract opportunity

  • 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.

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
  • Monitoring processes
  • Creating training materials
  • Coordinating reviews
Key Strengths
  • Financial Services experience
  • Compliance knowledge
  • Process Management expertise
  • Documentation skills
Why Perpetual Limited is partnering with Hatch on this role. Hatch exists to level the playing field for people as they discover a career that's right for them. So when you apply you have the chance to show more than just your resume.

A Final Note: This is a role with Perpetual Limited not with Hatch.

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