Sydney, New South Wales, Australia · Hybrid
More Time Off for What Matters: Enjoy up to 6 weeks of leave annually Hybrid office/work-from-home environment Make an impact across the Perpetual Wealth business Perpetual Wealth Management The Perpetual Wealth business…
Skills: Accounts receivable, Collections, Credit control, Account reconciliation, Financial reporting
Sydney, New South Wales, Australia · Hybrid
More Time Off for What Matters: Enjoy up to 6 weeks of leave annually Hybrid office/work-from-home environment Work alongside experienced finance professionals in a collaborative and inclusive environment Perpetual Wealt…
Skills: Accounts payable, Invoice processing, Corporate card management, Expense reimbursement, Month-end activities
Perth, Western Australia, Australia · Hybrid
More Time Off for What Matters: Enjoy up to 6 weeks of leave Flexible Work Environment: Work where you work best – whether in the office or from home. Supportive and collaborative team Perpetual Group is an ASX-listed co…
Skills: Trust management, Client service, Compliance, Risk management, Problem solving
Sydney, New South Wales, Australia · Hybrid
More Time Off for What Matters: Enjoy up to 6 weeks of leave Hybrid office/work-from-home environment Develop your career while delivering a high-quality payroll experience Perpetual Wealth Management The wealth manag…
Skills: Payroll management, Australian payroll legislation, PAYG, Superannuation, Payroll tax
Melbourne, Victoria, Australia · Hybrid
More Time Off for What Matters: Enjoy up to 6 weeks of leave Hybrid office/work-from-home environment Opportunity to lead a high-performing insurance advice business and drive future growth through innovation and client …
Skills: Risk advice, Leadership, Insurance, Wealth management, Relationship management
Melbourne, Victoria, Australia · Hybrid
More Time Off for What Matters: Enjoy up to 6 weeks of leave Flexible Work Environment: Work where we work best – whether in the office or from home. Career growth and development opportunities Perpetual Group is an ASX-…
Skills: Investment management, Financial modelling, Client relationship management, Paraplanning, Xplan
Sydney, New South Wales, Australia · On-site
Max‑term contract until 31 July 2027 Enjoy a hands on and varied role that keeps you active throughout the day Join a collaborative operations team supporting major lenders, financial institutions and clients Perpetual G…
Skills: Document handling, Manual handling, Attention to detail, Reliability, Teamwork
Sydney, New South Wales, Australia · Hybrid
More Time Off for What Matters: Enjoy up to 6 weeks of leave Hybrid office/work-from-home environment Develop your financial accounting career with Perpetual Wealth Management Perpetual Group is an ASX-listed company (AS…
Skills: Financial accounting, Financial reporting, Month-end accounting, Reconciliation, Statutory reporting
Melbourne, Victoria, Australia · Hybrid
Enjoy up to six weeks of leave plus an annual wellbeing allowance to support your health and lifestyle Work alongside experienced fixed income dealers and gain broad exposure to financial markets Combine market analysis,…
Skills: Fixed income products, Financial markets, Trade execution, Transaction processing, Market analysis
Sydney, New South Wales, Australia · Hybrid
$99k–$133k/yr
Work in brand‑new, state‑of‑the‑art offices in the heart of Sydney’s CBD Salary Package Range: $99,0000 - $133,000.00 AUD Annual Be part of a brand recognised as Trustee of the Year for ten consecutive years Perpetual Gr…
Skills: Client Relationship Management, Managed Funds Industry Knowledge, Fiduciary Services, Compliance, Operational Management
Perth, Western Australia, Australia · Hybrid
More time off for the things that matter - up to 6 weeks’ leave annually Work where we work best - hybrid office/work-from-home environment Work in a collaborative and supportive team environment About Fordham At Fordham…
Skills: Customer Service, Office Administration, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Sydney, New South Wales, Australia · Hybrid
Perpetual Wealth Management is seeking an experienced Integration Manager for a 12month max term contract position, to lead a specialist team and play a pivotal role in supporting newly appointed advisers as they join an…
Skills: Integration Management, Adviser Onboarding, Stakeholder Management, Project Management, Regulatory Compliance
Sydney, New South Wales, Australia · Hybrid
Perpetual Wealth Management 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 P…
Skills: Adviser Onboarding, Project Coordination, Stakeholder Engagement, Process Improvement, Wealth Management Operations
Sydney, New South Wales, Australia · Hybrid
Shape the Future of Wealth Management Technology At Perpetual, we're looking for an experienced Applications Manager to lead the strategy, optimisation, and delivery of a critical portfolio of applications supporting our…
Skills: Application Management, Strategic Planning, Stakeholder Management, Financial Planning, Service Management
Melbourne, Victoria, Australia · Hybrid
More Time Off for What Matters: Enjoy up to 6 weeks of annual leave Flexible hybrid office and work-from-home environment Build your accounting career with Perpetual Perpetual Group is an ASX-listed company (ASX: PPT) he…
Skills: General Ledger Reconciliation, Balance Sheet Reconciliation, Bank Reconciliation, Month-end Reporting, Trust Accounting
Sydney, New South Wales, Australia · Hybrid
Own the reliability and security of a modern cloud and network environment supporting critical business services. Work across Azure, SD-WAN, cybersecurity and automation technologies in a highly visible engineering role.…
Skills: Microsoft Azure Networking, Cisco SD-WAN, Netskope SSE, Check Point Firewalls, Meraki Networking
Sydney, New South Wales, Australia · On-site
Perpetual Wealth is seeking a highly organised and proactive Marketing Coordinator to support the delivery of marketing activity across our national Wealth business. This is an exciting opportunity for an emerging market…
Skills: Campaign Coordination, Event Management, Email Marketing, Stakeholder Engagement, Digital Content Management
Sydney, New South Wales, Australia · Hybrid
More Time Off for What Matters: Enjoy up to 6 weeks of leave Base yourself in our state of the art, central Sydney office Join a supportive and collaborative Team Perpetual Group is an ASX-listed company (ASX:PPT) headqu…
Skills: Service Operations Management, IT Service Management, Leadership, Stakeholder Management, Disaster Resilience
Sydney, New South Wales, Australia · Hybrid
Lead national sales and client strategy for a key growth area in Perpetual Corporate Trust Shape senior client relationships across the managed funds marketPartner closely with senior leaders to drive strategy and growth…
Skills: Sales Leadership, Relationship Management, Commercial Strategy, Business Development, Negotiation
Sydney, New South Wales, Australia · Hybrid
Enjoy up to six weeks of leave plus an annual wellbeing allowance to support your health and lifestyleModern, centrally located CBD offices with easy access to public transportA people focused organisation with a support…
Skills: Client Service, Trustee Administration, Financial Services, Funds Management, Custody Operations
Sydney, New South Wales, Australia • Hybrid
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The role involves managing end-to-end credit control, collections activities, and processing banking transactions for the Perpetual Wealth business. You will also be responsible for resolving client account queries, preparing financial reports, and supporting month-end reconciliations.
Candidates must have at least 3 years of experience in a similar accounts receivable or collections role, preferably within professional services. Strong communication, relationship management, and proficiency in accounting systems and Microsoft Office are essential.
More Time Off for What Matters: Enjoy up to 6 weeks of leave annually
Hybrid office/work-from-home environment
Make an impact across the Perpetual Wealth business
The Perpetual Wealth business consists of distinct brands including Perpetual Private, Fordham, Jacaranda and Priority Life – together offering a unique mix of accounting and wealth management services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, accounting, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations, and Indigenous communities throughout Australia.
You will be responsible for managing collections activities, accounts receivable processes and stakeholder queries while maintaining a strong focus on customer service and stakeholder relationships. This role offers the opportunity to work closely with business leaders, finance teams and clients while contributing to the financial performance of the business.
Key Responsibilities
Manage end-to-end credit control and collections activities for the Perpetual Wealth business.
Process receipts, banking transactions and payment allocations accurately and efficiently.
Monitor outstanding debtors and ensure collections are completed in line with agreed engagement terms.
Investigate and resolve client fee and account queries while delivering a positive client experience.
Prepare accounts receivable reporting, monthly statements and collection updates for stakeholders.
Support month-end activities, account reconciliations and ongoing improvement of finance policies and procedures.
To be successful in this role, you will bring:
At least 3 years' experience in a similar accounts receivable or collections role.
Experience in professional services environments is highly regarded.
Strong communication and relationship management skills.
Ability to manage client queries and collections activities with professionalism and attention to detail.
Experience using accounting and finance systems, along with strong Microsoft Office skills.
Strong organisational skills with the ability to manage competing priorities and deadlines.
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
Work from anywhere in Australia for up to one month each year
An annual allowance to empower you to prioritise your personal wellbeing
Study support and commitment to supporting professional development
Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.
A growing number of employee-led networks who work to raise awareness and drive continued change.
We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People.
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.
Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity. We have been earning the trust of our clients for almost 140 years and pride ourselves on our long-standing client relationships, some of which span five generations. We aim to be the most trusted brand in financial services. Headquartered in Sydney, Australia, we provide asset management, wealth management and trustee services to local and international clients. Our operations span Australia, Asia, Europe, United Kingdom and the United States.
Offices: Level 14, 123 Pitt Street, Sydney, NSW 2000, AU · Level 28 and 29 Rialto South Tower, 525 Collins Street, Melbourne, VIC 3000, AU · Exchange Tower, Level 29, 2 The Esplanade, Perth, WA 6000, AU · Level 12, 24 Grenfell Street, Adelaide, SA 5000, AU · Central Plaza 1 Level 15, 345 Queen Street, Brisbane, QLD 4000, AU
Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity. We have been earning the trust of our clients for almost 140 years and pride ourselves on our long-standing client relationships, some of which span five generations. We aim to be the most trusted brand in financial services. Headquartered in Sydney, Australia, we provide asset management, wealth management and trustee services to local and international clients. Our operations span Australia, Asia, Europe, United Kingdom and the United States.
Offices: Level 14, 123 Pitt Street, Sydney, NSW 2000, AU · Level 28 and 29 Rialto South Tower, 525 Collins Street, Melbourne, VIC 3000, AU · Exchange Tower, Level 29, 2 The Esplanade, Perth, WA 6000, AU · Level 12, 24 Grenfell Street, Adelaide, SA 5000, AU · Central Plaza 1 Level 15, 345 Queen Street, Brisbane, QLD 4000, AU
