Perpetual Trustee Administrator

2 weeks ago


Sydney, New South Wales, Australia Perpetual Full time
About Perpetual

Perpetual is a leading wealth management business 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.

We serve individuals, families, businesses, not-for-profit organisations and Indigenous communities throughout Australia.

Our Unique Culture

Our culture is underpinned by our three organisational behaviours: Stretch, Own it, Make an impact. These behaviours drive our approach to work and guide our decision-making.

The Role

This role provides technical and administrative support to the Trustee Services team on a national basis. You will assist with regular compliance tasks and service requests, manage team inboxes, and maintain regular contact with internal and external stakeholders.

You will also support the estate renunciation process, deliver exceptional client service, and assist with projects and operational improvement initiatives.

What We Offer
  • A competitive salary of around $85,000 - $105,000 per year, depending on experience
  • Up to 6 weeks' leave per year for personal time off
  • A Central Sydney CBD office location with flexible work arrangements
  • Career opportunities available and an attractive salary package
Requirements
  • Financial industry qualifications desirable
  • Minimum three years' experience in an administrative role, preferably with a Financial Services or a Trustee Company
  • Proven excellence in written and verbal communication skills
  • Proven experience operating in a client-focused role
  • Strong attention to detail and compliance focus
  • Some knowledge of laws relating to trust & estate administration desirable
Diversity and Inclusion

We are committed to creating an inclusive workplace where diversity is celebrated and welcome applications from people from all backgrounds and communities.



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