Client Operations Officer

This role is part of the Client Operations team, made up of Client Records, Cash Management and Portfolio Administration. Together this team is responsible for seamless support and client service for external and internal stakeholders.  

This role will predominantly work within the Cash Management team. Daily tasks include reconciling a number of Trust Bank Accounts, ensuring adequate daily funding, investigating deposits, managing term deposits, supporting the Funeral Trust Product whilst ensuring full compliance with statutes, regulations and Company policy. There is a lot to learn and there is room to grow!

You will join an organisation that is passionate about its vision, purpose and values and a team of professionals who proactively provide excellence to our clients.  You will be given leadership and team management opportunities, with the ability to grow in this space.
You will have access to perks associated with being part of Perpetual Guardian including medical and life insurance cover, discounts on company products and products through our commercial business partners.*

*eligibility criteria apply

Next Steps:
If you have the skills and abilities listed above, don't hesitate and apply now! Applications will be accepted until 12 July 2024, although we will commence interviews as we see applications come in. 

Please note that all applications must be include an up-to-date CV and covering letter. If you have any questions regarding the role, please email [email protected].