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Manager - Jacaranda Operations
2 weeks ago
Flexible Work Environment: Work where you 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.
- 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
Join our dynamic team at Jacaranda (This is a fixed term role for 12 months) As an Operations Manager, you will:
- Manage the delivery of all functions of the Jacaranda Client Service Management Team.-
- Allocation of workflow tasks and priorities for the team-
- Key contact and escalation point for the Jacaranda business-
- Delivery of regular compliance and management reports-
- Coaching and development of staff, identify learning gaps and develop training plans-
- Management of key controls and risk reporting / mitigation and ensure compliance.About you
We're looking for someone with:
- Minimum 3 years' experience holding responsible operational roles within the Financial-
- Services Industry with significant exposure to Xplan-
- Demonstrated leadership experience coupled with strong people management skills-
- Excellent communication skills-
- Strong attention to detail, problem-solving and analytical skills-
- Experience managing staff workflow and performance levels against agreed criteria-
- Strong knowledge of advice implementation and client service processes-
- Strong knowledge of compliance and regulatory requirements 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.
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.
