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Sydney, New South Wales, Australia
Hybrid
Perpetual Wealth is seeking an experienced and highly organised Integration Analyst, 12 month contract position to support the successful onboarding and integration of newly appointed advisers into Perpetual Private.
Working closely with the Integration Manager, this role will help coordinate onboarding activities, manage key milestones, and ensure advisers receive a seamless introduction to the business. You will play an important role in delivering a consistent adviser experience through effective project coordination, stakeholder engagement, process improvement and operational support.
This is an excellent opportunity for someone with experience in wealth management, financial advice operations, adviser onboarding or project coordination who enjoys working in a fast-paced, client-focused and highly regulated environment.
Key responsibilities
In this role, you will:
About you
You will be a proactive, detail-oriented and collaborative professional who is confident managing multiple priorities and working with a range of stakeholders. You will bring a practical and solutions-focused approach, with the ability to support delivery in line with adviser expectations, client requirements and compliance obligations.
You will have strong communication, analytical and problem-solving skills, and will be comfortable working in an environment where accuracy, responsiveness and stakeholder engagement are critical to success.
Essential skills and experience
To be successful in this role, you will bring:
Desirable skills and experience
The following experience would be highly regarded:
How we work
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.
Employee benefits
Diversity and inclusion
We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.
