Perpetual Private Business Administrator

3 weeks ago


Sydney, New South Wales, Australia Perpetual Full time

About the Opportunity

We are seeking a highly skilled and organized Administrator to join our Perpetual Private business area. As an integral part of our team, you will provide exceptional administrative support to ensure seamless operations and high-quality service delivery to our clients.

Job Description:

  • Provide a high level of service, achieving Service Level Agreements at a team and individual level.
  • Maintain accurate data within core systems.
  • Authorise trades, supporting with preparation and execution of rebalances.
  • Prepare daily WIP report and subsequent matching.
  • Link/Delink accounts from MDA service.
  • Manage custodial asset operations such as pricing, settlements, and maintenance.
  • Build and maintain relationships with internal/external stakeholders.
  • Support the wider Client Operations team with processes and tasks as required.
  • Maintain awareness of Client Operations SLA, policies, procedures, business rules, and Risk and Control profile and standards.
  • Evaluate identified risks and issues and escalate to Team Leader/Manager as appropriate.
  • Respond to internal/external queries accurately and in a timely manner.
  • Process transactions on the wrap platform, salesforce, and SharePoint.

About You

  • Proven experience in a Banking & Finance environment, preferably in client services or a similar role that provides a suitable administrative background.
  • Strong self/time management skills.
  • Strong attention to detail and accuracy within a high-volume role.
  • Initiative and willingness to learn.
  • Problem-solving skills and knowledge of when to escalate issues.
  • Maintain compliance with statutory/regulatory requirements.
  • Able to meet deadlines and contribute to strategic objectives.
  • Flexibility to work outside base core hours when required.
  • Strong Excel experience is advantageous.
  • Able to communicate effectively – both written and verbal.

About Our Company Culture

Our unique culture is driven by our three organisational behaviours: Stretch, Own it, Make an impact. These behaviours guide our approach to day-to-day interactions with colleagues and clients, decision-making, and problem-solving.

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.
  • Access to LinkedIn learning, study support, and a commitment to supporting professional development.

Salary Information

The estimated salary range for this position is $70,000 - $90,000 per annum, depending on location and experience. We offer a competitive remuneration package that includes additional benefits and opportunities for growth and development.



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