Associate
About the job
This job is an exciting opportunity to join the Perpetual Wealth Management team as an Associate, working alongside Financial Advisers for a 12-month max term contract. The role is crucial in providing high-quality client service and support, contributing to the growth and success of the team. Collaboration and a flexible work environment are key aspects of how the team operates.
You'll be responsible for
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Providing ongoing client service
Delivering high-quality support to Financial Advisers and Partners, ensuring client satisfaction.🌱
Developing your career
Working closely with a partner to grow and mentor through meaningful work experiences.📊
Managing workflow
Overseeing tasks to meet client needs and understanding operational processes across teams.Key criteria
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FASEA approved degree or pathway
Possession of a relevant qualification for financial services.View
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Experience in financial services
Demonstrated experience in administration or paraplanning.View
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Proficiency in Xplan
Familiarity with Xplan software for client management.View
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