Process Associate - Perpetual Wealth Management
About the job
This job is about being a Process Associate in the Service Delivery Team at Perpetual Group, where you will play a vital role in delivering quality processes and training. Your work will ensure a strong capability and consistency in service offerings to clients. The team thrives in a flexible, hybrid work environment, fostering collaboration and innovation.
You'll be responsible for
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Monitoring processes
Monitoring and reviewing proposed new business rules, processes & procedures to ensure compliance.📚
Creating training materials
Assisting with creating and maintaining training material/FAQ sheets as required.📅
Coordinating reviews
Coordinating regular reviews of procedures and policies to ensure accuracy and maintenance.Key criteria
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5+ years in financial services
Experience in both advice and asset management sectors.View
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Compliance and regulatory knowledge
Extensive understanding of industry compliance requirements.View
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Process management expertise
Strong knowledge of platforms and process management applications.View
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