Administrator
Core
Providing effective administration support to financial advisers in a wealth management business, ensuring data accuracy and preparing communications.
Role type
Administrative support specialist (wealth management)
Builds
Administrative workflows and client service delivery for Perpetual Wealth brands (Fordham, Jacaranda, Priority Life)
Domain
Wealth management / Financial planning
Deliverable
product features
Required skills
Data integrity, process management, payment processing, document management, compliance adherence, time management, communication
Preferred skills
Knowledge of financial products and platforms, problem-solving, initiative
Technologies
Core financial systems
Responsibilities
Prepare paperwork, mail outs, and maintain account data; Process payment requests (bills/invoices); Assist advisers with review packaging and compliance updates; Identify and address gaps in admin processes; Perform general duties like filing, scanning, and document retrieval.
Seniority
Mid-level, hands-on IC