Administrator
About the job
Join the dynamic team at Perpetual Wealth Management as an Associate, where you will play a vital role in supporting the wealth management business. This job offers an exciting opportunity to contribute to a collaborative environment while ensuring the smooth operation of client services. The team values flexibility and encourages a supportive culture, making it a great fit for those looking to grow and make an impact.
You'll be responsible for
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Preparing and authorising trades
Preparing and authorising trades via the PP Wrap platform, supporting with preparation and execution of MDA rebalances.🏦
Completing custodial asset maintenance
Completing various off-platform custodial asset maintenance tasks, including asset pricing, income allocation, corporate actions, and settlements.🤝
Building relationships
Building and maintaining relationships with internal and external stakeholders to ensure effective communication and collaboration.Key criteria
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Banking and finance experience
Proven experience in a Banking & Finance environment.View
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Attention to detail
Demonstrated strong attention to detail and accuracy.View
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Time management skills
Experience managing time effectively to meet deadlines.View
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