Job from partnerBe part of a brand recognised as Trustee of the Year for 10 consecutive years
Enjoy up to six weeks of leave plus an annual wellbeing allowance to support your health and lifestyle
Modern, centrally located CBD offices with easy access to public transport
Opportunities to grow your career within a fun, high performing, people first environment
Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.
This is a fantastic opportunity to join the team within Perpetual Corporate Trust (PCT). PCT is an exciting business within the broader Perpetual Group, which combines the delivery of essential trustee services to a wide range of clients with a digital software development business, which provides critical financial services software to our clients. This role supports key invoicing, reporting and finance administration activities in a regulated financial services environment.
About the Role
The Invoicing Officer is a key member of the team responsible for generating accurate and timely client invoices and supporting financial reporting processes. This role requires working with key internal and external stakeholders to carry out the invoicing process, while ensuring compliance with internal controls, regulatory requirements, and service-level agreements.
This role is well suited to someone looking for career growth in their finance or accounts career. The successful candidate will enjoy working professionally with others to drive business outcomes and is comfortable using systems and data in a regulated financial services environment.
Key Responsibilities
Invoice production & billing execution
Prepare, validate and support the distribution of client invoices in line with agreed billing cycles and SLAs, using our billing system, Zuora Billing.
Collect and input variable billing driver data to enable invoice generation
Generate and process manual/standalone invoices when required, ensuring supporting documentation is retained.
Client account setup and maintenance
Assist with account set-up and maintenance of client records in the billing system
Ensure client billing contact details remain current
Client query handling & stakeholder support
Act as a first point of contact for invoice-related queries, responding promptly and professionally, and coordinating the escalation of complex fee queries or commercial matters to the relevant business owner.
Continuous improvement & ways of working
Identify opportunities to improve billing efficiency, reduce rework, and strengthen controls
Contribute to billing process documentation
About you
We’re interested in hearing from people who have:
At least 2 years’ experience working in a similar role, such as finance, accounting, invoicing, billing or accounts receivable/payable, ideally in a high volume or process driven environment
Experience in financial services or other regulated environments is highly desirable, but not essential.
Intermediate Excel skills for day-to-day servicing and reporting (sorting/filtering, tables, basic formulas like SUMIF/XLOOKUP, reconciling data)
Any exposure to complex billing platforms highly desirable (particularly Zuora)
Excellent written and verbal communication skills, with the ability to respond professionally to internal and client queries
Strong organisational and time‑management abilities, with the capability to manage recurring invoicing cycles and competing deadlines
High attention to detail and strong problem‑solving skills, particularly when reconciling data and resolving billing discrepancies.
A passion for automation and a curiosity for how we might use AI to optimize business processes
We love hearing from people who are inspired to shape the future with us. If you're excited about this opportunity or about joining Perpetual Corporate Trust, we encourage you to apply.
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
Diversity and inclusion
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.
