Investment Platform Coordinator | Perpetual Private | Sydney
Employer of Choice for Gender Equality Trusted and respected brand Coordinate the administration of our Wrap platform and identify improvements This role works closely with the Perpetual Private (PP) business to coordinate our investment platform (Wrap) business requirements and end of year activities to assist with improving client experience and operational efficiency. Key responsibilities: Set up and run Wrap project governance and take responsibility for all general communications. Coordinate all PP end of year related activities.
Identify and implement improvement opportunities to optimise experience both for the business and our clients. Draft Business Requirement documents as needed; coordinate stakeholder sign off and liaise with stakeholders regarding platform enhancements. Project manage small projects and support larger projects using internal/external project/technical resources.
Skills/experience required: Financial Services background; investment platforms experience (Wrap or similar) Client service focused and solution-oriented Strong stakeholder management skills Excellent time management and organisational skills Ability to recognise and identify areas of improvement Excellent verbal and written communication skills Ability to work independently in a changing environment Technically competent using standard Microsoft applications Perpetual is one of Australiaâ€™s leading financial institutions because for over 130 years we have been putting our clients first â€“ and investing in our people. That combination makes Perpetual a great place to work â€“ a place where you can grow, thrive and make a difference in people's lives. Perpetual is an equal opportunity employer; we invite you to be part of an organisation that has a diverse workplace, values continuous learning and supports many charities and environmental initiatives.
Your opportunity could start right here. Make your mark and apply online today. Australian citizens or residents only NO AGENCIES PLEASE Unsolicited resumes will not be accepted â€“ no fee will be paid.