AddressModern Melbourne CBD offices
12 month contract and competitive salary package
Work in a team environment, striving to provide great outcomes for our clients
About the business/role
As an Administrator within the Priority Life team, your role is focused on administration processes and tasks to provide a level of service that exceeds client expectations.
About the role
- Maintain accurate and timely records across XPLAN, shared folders and internal reporting, including updating existing client policy details as they renew.
- Manage insurance policy retention when payment issues arise; liaise with Advisers, insurers and clients.
- Assist team members with ad hoc client administration queries
- Assist team members with advice related administration duties as required.
- Answer client queries via all communication channels.
About you
All-rounder who is able to work on high volumes of tasks between various Advisers and clients.
Ability to prioritise tasks and complete them in an efficient and timely manner.
Excellent communicator both written and verbal, to liaise with Advisers, clients, and external parties.
Capacity to work across XPLAN, shared folders and insurance provider portals
Excellent time management skills and strong attention to detail.
Positive attitude, willingness to learn and strong work ethic.
Behaviours
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.
Employee benefits
Access to LinkedIn learning, study support and commitment to supporting professional development
Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks' secondment with Jawun
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 support over 50 Indigenous communities through Native Title Trusts, helping to secure the communities future. We encourage applications from Aboriginal and Torres Strait Islander People.
We are committed to creating an inclusive workplace where diversity is celebrated and welcome applications from people from all backgrounds and communities. Our goal is to provide a work environment that enables you to thrive, whatever your circumstances.
Perpetual strongly encourages our employees to be vaccinated for the safety of our team and stakeholders. Some governments require employees to be up to date with their vaccinations against COVID-19 or have a current medical exemption to be able to attend a Perpetual office or attend a face to face meeting. Other roles may also require that full vaccination is maintained for the safety and well-being of our clients. We will ask you to share your status as part of the application process. You will be provided with the relevant information during the recruitment process if you are currently not up to date with your vaccinations or are medically exempt.
