Client Associate, Wholesale Trustee

2 weeks ago

Sydney, New South Wales, Australia Perpetual Limited Full time
More time off for the things that matter - Up to 6 weeks' leave- Work where we work best - Hybrid office/work-from-home environment- Opportunity to work in a team servicing high profile international institutional clients


Our corporate trust business is a leading provider of fiduciary and digital solutions to the banking and financial services industry in Australia and Singapore.

It administers securitisation portfolios, investment and debt structures to protect the interests of our clients' investors.

Corporate trust supports clients locally and overseas with a unique offering through five key service offerings:

Debt Market Services; Managed Fund Services; Perpetual Asia, headquartered in Singapore; Perpetual Digital, which provides data services and software-as-a-service products; and Laminar Capital, which provides fixed income dealing, treasury and advisory services to government organisations, superannuation funds, local councils, ADIs, not-for-profits, wealth managers and sophisticated investors.


In the role as Client Associate you will be responsible for providing support to the Client Management team and deliver superior client service, ensuring all trustee obligations/operational activities are met in a timely manner and in compliance with Perpetual policies.

About the role

As a Client Associate at Perpetual Corporate Trust, you will:

  • Undertake assigned activities to ensure full compliance with trust obligations
  • Administer trustee activities in accordance with policies and procedures
  • Develop a sound understanding of the legal, regulatory and operational frameworks in place that govern funds
  • Act in accordance with Perpetual's goals & values
  • Administer client/trust payments and expenses
  • Monitor and complete all compliance requirements for allocated clients/funds
  • Manage payments with internal and external custodians
  • Build and maintain operational relationships with allocated clients
  • Ensure working knowledge of all clients "owned" by the team to provide back-up and operational flexibility
  • Involvement in ad-hoc projects as required
  • Complete CSA testing in accordance with the CSA testing cycle timeframes
  • Manage and complete all allocated trustee obligations in compliance management system (ClientConnect) in a timely manner
  • Assist with maintenance of data in ClientConnect
  • Assist in managing finance matters including debtors, expenses and billing across the client management team including the collection and collation of data required
  • Assist in the preparation of board reporting packs/memos
  • Maintain key scheme document records in accordance with Policy requirements, including maintaining central unit registry for wholesale trusts.


About you- Minimum 2 years' experience in Financial Services or related experience- Legal background and/or knowledge of trusts and how they operate (highly desirable)- Knowledge of fund structures and experience within the managed funds industry (including custody, fund administration, registry, audit, investment operations)- Prior experience within commercial property, corporate banking, accounting or tax highly desirable- Excellent client management skills and relationship management experience- Ability to manage and prioritise multiple tasks- Strong attention to detail.

Behaviours

  • Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.


 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
  • Access to LinkedIn learning, study support and commitment to supporting professional development
  • Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks' secondment with JawunDiversity and inclusion
  • WGEA Employer of Choice for gender equality since 2018
  • Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
  • A growing number of employeeled networks who work to raise awareness and drive continued change

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