AddressThe role of a Trust Assoicate is focused on ensuring Home Ownership Grants are efficiently & effectively in line with legislative & business / compliance guidelines.
Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 11 leading brands across three distinct businesses: asset management, wealth management and corporate trust. Through these businesses, we aim to protect and grow our clients' wealth, knowing that by doing so we can make a difference in their lives. Our clients include Australian and international institutions, not-for-profit organisations, private businesses, financial advisers, individuals and families.
We have a growing global footprint, underpinned by our recent acquisition of asset management business, Pendal Group, that spans Australia, Asia, Europe, the United Kingdom and United States.
About the role:
- Liaise with clients on all matters relating the Home Ownership Grant enquiries and refer to appropriate sources depending on individual requirements
- Raise appropriate service requests
- To achieve high levels of internal and external client satisfaction
- Maintain regular & effective contact with internal and external stakeholders as required
- Provide general administration and office duty support as required and at the direction of the Senior Trust Manager
About you:
- Minimum three years' experience in an administrative role, preferably with a trustee or financial services company
- Effective time management and prioritisation skills
- Strong administration skills
- Some knowledge of trust administration (preferred)
- Strong excel skills an advantage (desirable)
- Previous experience in Real Estate or Settlement Agency (desirable)
Between Friday, December 22nd to Thursday, January 11 January, our teams at Perpetual are taking a break, including our Talent Acquisition team. Should you apply during this period, a member of our Talent Acquisition will review your application after Thursday 11 January 2024.
Our opportunity
We'd love to learn more about how your interests and experience could be a fit. Here at Perpetual, we are committed to supporting a flexible working environment enabling you to work how and where you work best.
Our benefits
- Access to our Well-being Benefits and Perpetual Discounts providing discounts and special offers on entertainment, clothing, homeware, gift cards, technology, travel, dining and more
Why join us?
You'll be joining a growing client-focused and collaborative global team with a values and purpose-driven culture. Each and every day our people bring to life our enterprise behaviours - Stretch, Own It, and Make an Impact. We value Diversity and Inclusion and know that the unique backgrounds, experiences, and perspectives of our people contribute immensely to the delivery of our purpose and strategy. We're living this commitment as a WGEA Employer of Choice for Gender Equality and have a growing number of employee-led networks to raise awareness and promote Diversity and Inclusion at Perpetual. We are extremely proud to work directly with over 23 Aboriginal language groups in various communities across Australia and we pay our respects to all Aboriginal and Torres Strait Islander People: and to their Elders past and present. Aboriginal and Torres Strait Islander People are strongly encouraged to apply.
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.
