Transaction Manager

1 week ago

Sydney, New South Wales, Australia Perpetual Limited Full time
Leading fiduciary and digital solutions provider to the banking and financial services industry- Optional hybrid working arrangement- Qualify for exciting benefits, incl two weeks of additional paid leave


In this role you will have the opportunity to deliver superior client service for all assigned work in respect of the new business for Responsible Entity and Wholesale Trustee product lines.

Sounds interesting? Here are some specifics about the opportunity:

  • Where required by the Senior Transaction Manager to lead and manage the negotiation of relevant scheme / trust legal and contractual documentation. This includes being able to take the lead on managing key stakeholders in the onboarding process, notably lawyers, investment managers/key service providers, other relevant internal areas and the client itself.
  • Work with the Senior Transaction Manager to ensure all tasks allocated to Onboarding / New Business in the MFS Policy Framework and Onboarding SLA are completed as required.
  • To assist with the establishment of all compliance obligations in Client Connect that are associated with the establishment of all new registered schemes and wholesale trusts appointments.
  • Where directed, assist with bank account openings, ABN, TFN, GST registration, stamping of scheme / trust documents, instructions to Custody in respect of initial REVS set up, acquisition of new assets. In respect of registered schemes to add new business to the fee calculation spreadsheet.
  • Ensure all documentation, both physical and electronic is retained in accordance with stated filing protocols.
  • Organise and manage weekly onboarding calls with clients and maintain project trackers for each scheme.
  • Prepare board memos for approval of scheme establishment and offer documents and participate in board / DDC meetings.
  • Update and maintain all relevant onboarding checklists throughout the onboarding process
To be considered for this opportunity, your qualifications, skills and experience could include:

  • Tertiary qualifications (Business/ Accounting/ Economics or Law)
  • Have worked in financial services for at least five years with at least two years' experience in onboarding or similar role
  • Detailed knowledge of the funds management industry, in either financial assets
  • Experience in reviewing and negotiating complex legal and contractual documentation
  • Demonstrable stakeholder and time management skills
  • Attention to detail and organisational skills
Our opportunity We'd love to learn more about how your interests and experience could be a fit.

Here at Perpetual, we are committed to supporting a flexible working environment enabling you to work how and where you work best.

Our benefits

  • Two weeks additional paid leave for Wellbeing & Community Leave
  • Market competitive Parental Leave
  • Access to our Wellbeing Benefits and Perpetual Discounts providing discounts and special offers on entertainment, clothing, homeware, gift cards, technology, travel, dining and more
Why join us? You'll be joining a growing client-focused and collaborative global team with a values and purpose-driven culture.

Each and every day our people bring to life our enterprise behaviours - Stretch, Own It, and Make an Impact.

We value Diversity and Inclusion and know that the unique backgrounds, experiences, and perspectives of our people contribute immensely to the delivery of our purpose and strategy.

We're living this commitment as a WGEA Employer of Choice for Gender Equality and have a growing number of employee-led networks to raise awareness and promote Diversity and Inclusion at Perpetual.

We are extremely proud to work directly with over 23 Aboriginal language groups in various communities across Australia and we pay our respects to all Aboriginal and Torres Strait Islander People:
and to their Elders past and present. Aboriginal and Torres Strait Islander People are strongly encouraged to apply.

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