Client Services Officer

More Time Off for What Matters: Enjoy up to 6 weeks of leave- Flexible Work Environment: Work where we work best - whether in the office or from home

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.

Following the completion of a comprehensive Strategic Review in May 2024, it was announced that Perpetual Limited will become a standalone Asset Management business and has entered into an agreement with an affiliate of Kohlberg Kravis Roberts (KKR) who will acquire the Corporate Trust and Wealth Management businesses.

About the role

An exciting opportunity to be part of the Perpetual Corporate Trust. As Client Services Officer within the Custody Team, you will be responsible assisting with custodial services to a portfolio of custody clients.

Perpetual Corporate Trust (PCT), a specialist business within the Perpetual Group, is a leading fiduciary, custody and digital business in Australia, with operations in Singapore.

We provide a unique range of products to help clients, and the industry, be more effective, efficient and economical while managing ever-increasing cyber security risks and maintaining compliance. Domestic and global financial institutions leverage our corporate strength, commercial approach, risk and compliance practices, expertise and service excellence in debt markets, managed funds and digital solutions to enable our clients success.

About the Role

As a Client Service Officer within Custody Services you will:
- Manage a portfolio of custody clients across varieties of assets- Prepare documents for execution- Conduct ongoing asset reconciliations- Issuing reports to clients- Assist with document safekeeping- Participate in regulatory obligations, including control testing across operations- Assist with custody specific projects, as required.

About you

We’re looking for someone with:
- At least 1-2 years’ experience working in a similar role- Previous experience with mortgages and custody (highly desirable)- Previous experience with reconciliation, banking transactions or investments (highly regarded)- Attention to Detail: Ability to manage and reconcile assets accurately and ability to conduct thorough asset reconciliations and participate in control testing- Communication Skills: Strong written and verbal communication for preparing documents and issuing reports.- Organisational Skills: Efficiently manage multiple tasks and projects.

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.- Access to LinkedIn learning, study support and commitment to supporting professional development.- We have partnered with Jawun for over 10 years supporting regional Indigenous organisations.

Diversity and inclusion- WGEA Employer of Choice for gender equality since 2018.- 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’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.