Current jobs related to Trust Associate - Sydney, New South Wales - Perpetual Limited
-
Sydney, New South Wales, Australia Perpetual Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Associate to join our Corporate Trust team. As a Senior Associate, you will play a key role in providing support to the Client Management team and delivering exceptional client service.Key Responsibilities:Assist Client Managers and Senior Client Managers in servicing client...
-
Unit Trust Operations Specialist
5 days ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeJob Title: Unit Trust Operations AssociateLocation: SydneyJob Type: PermanentAbout the Role:The Unit Trust Operations Associate plays a crucial role in ensuring the smooth functioning of the team and the timely delivery of daily tasks. As a senior member of the team, you will be responsible for handling complex ad hoc requests, verifying instructions, and...
-
Sydney, New South Wales, Australia Perpetual Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Associate to join our Corporate Trust team. As a Senior Associate, you will play a key role in providing support to the Client Management team and delivering exceptional client service.Key Responsibilities:Assist Client Managers and Senior Client Managers in servicing client relationships...
-
Sydney, New South Wales, Australia Perpetual Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Associate to join our Corporate Trust team. As a Senior Associate, you will play a key role in providing support to our Client Management team and delivering exceptional client service.Key Responsibilities:Assist Client Managers and Senior Client Managers in servicing client relationships...
-
Unit Trust Operations Associate
2 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeJob SummaryThe Unit Trust Operations Associate is a key role within the Asset Management team at Anton Murray Consulting. As a senior member of the team, you will be responsible for ensuring the smooth operation of the team and the timely delivery of daily tasks.Key ResponsibilitiesAssist the Team Manager in overseeing the end-to-end processes for Unit Trust...
-
Unit Trust Operations Associate
2 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeJob SummaryThe Unit Trust Operations Associate is a key role within the Asset Management team at Anton Murray Consulting. As a senior member of the team, you will be responsible for ensuring the smooth operation of the team and the timely delivery of daily tasks.Key ResponsibilitiesAssist the Team Manager in overseeing the team's daily activities and...
-
Sydney, New South Wales, Australia Perpetual Full timeAbout the RoleWe are seeking a highly skilled Senior Associate to join our Corporate Trust team. As a Senior Associate, you will play a key role in providing support to the Client Management team and delivering exceptional client service.Key Responsibilities:Assist Client Managers and Senior Client Managers in servicing client relationshipsUndertake assigned...
-
Sydney, New South Wales, Australia Perpetual Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Associate to join our Corporate Trust team. As a Senior Associate, you will play a key role in providing support to the Client Management team and delivering exceptional client service.Key Responsibilities:Assist Client Managers and Senior Client Managers in servicing client...
-
Sydney, New South Wales, Australia Perpetual Full timeAbout the RoleWe are seeking a highly skilled Associate to join our Governance and Oversight team in Corporate Trust. As a key member of our team, you will play a critical role in providing support to deliver an effective and best-in-class Outsourcing Framework that manages our business's risk exposures.Key ResponsibilitiesAssist with the completion of...
-
Sydney, New South Wales, Australia Perpetual Full timeAbout the RoleWe are seeking a highly skilled Associate to join our Governance and Oversight team in Corporate Trust. As a key member of our team, you will be responsible for providing support to deliver an effective and best-in-class Outsourcing Framework, managing risk exposures, and ensuring compliance with regulatory requirements.Key...
-
Sydney, New South Wales, Australia Perpetual Full timeAbout the RoleWe are seeking a highly skilled Associate to join our Governance and Oversight team in Corporate Trust. As a key member of our team, you will be responsible for providing support to deliver an effective and best-in-class Outsourcing Framework, managing risk exposures, and ensuring compliance with regulatory requirements.Key...
-
Sydney, New South Wales, Australia Perpetual Full timeAbout the RoleWe are seeking an experienced Associate to join our Governance and Oversight team in Corporate Trust. As a key member of our team, you will be responsible for providing support to deliver an effective and best-in-class Outsourcing Framework, managing risk exposures, and ensuring compliance with regulatory requirements.Key ResponsibilitiesAssist...
-
Sydney, New South Wales, Australia Perpetual Full timeAbout the RoleWe are seeking an Associate to join our Governance and Oversight team in Corporate Trust. As a key member of the team, you will be responsible for providing support to deliver an effective and best-in-class Outsourcing Framework, managing the business's risk exposures.Key ResponsibilitiesAssist with completion of enhanced testing projects...
-
Sydney, New South Wales, Australia eFinancialCareers Ltd. Full timeAbout the RoleWe are seeking a highly skilled Senior Associate to join our Wholesale Trustee team at Perpetual Corporate Trust. As a Senior Associate, you will play a key role in providing exceptional client service and ensuring the timely and compliant delivery of trustee obligations.Key ResponsibilitiesAssist Client Managers in servicing client...
-
Unit Trust Operations Specialist
2 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timePosition OverviewThe Unit Trust Operations Associate plays a pivotal role in ensuring the seamless operation of the team and timely execution of daily responsibilities.Key ResponsibilitiesThe team manages comprehensive processes related to Unit Trust investments, which encompass:Trade execution and processingDistribution managementRebate of management...
-
Sydney, New South Wales, Australia Perpetual Full timeContract Duration: 12 Month Max Term Contract Role Overview: As an Associate within the Governance and Oversight team in Managed Fund Services, you will play a pivotal role in supporting the organization to implement a robust Outsourcing Framework that effectively manages risk exposures. Key Responsibilities: Assist in executing enhanced testing initiatives...
-
Sydney, New South Wales, Australia Perpetual Full timeAbout the RoleWe are seeking an experienced Associate to join our Governance and Oversight team in Managed Fund Services. As a key member of our team, you will be responsible for providing support to deliver an effective and best-in-class Outsourcing Framework, which manages the business's risk exposures.Key ResponsibilitiesAssist with completion of enhanced...
-
Sydney, New South Wales, Australia Perpetual Full timeAbout the RoleWe are seeking an Associate to join our Governance and Oversight team in Managed Fund Services. As a key member of our team, you will be responsible for providing support to deliver an effective and best-in-class Outsourcing Framework, which manages the business's risk exposures.Key ResponsibilitiesAssist with completion of enhanced testing...
-
Sydney, New South Wales, Australia Perpetual Full timeContract Duration: 12 Month Max Term Contract Role Overview: As an Associate in the Governance and Oversight team within Managed Fund Services, you will play a crucial role in ensuring effective risk management and operational integrity. Key Responsibilities: Support the completion of enhanced testing initiatives across critical risk domains to evaluate...
-
Sydney, New South Wales, Australia Perpetual Full timeContract Duration: 12 Month Max Term Contract Role Overview: As an Associate within the Governance and Oversight team in Managed Fund Services, you will play a pivotal role in ensuring effective risk management and operational diligence. Key Responsibilities: Support the execution of enhanced testing initiatives across critical risk domains to evaluate...
Trust Associate
3 months ago
As a Trust Assoicate - Health and Personal Injury, your role is focused on working with clients and supporting the team to ensure clients receive an exceptional service whilst administering accounts efficiently and in line with business and compliance guidelines.
Sounds interesting? Here are some specifics about the opportunity:- Monitor and manage the book of accounts and ensure awareness of compliance (e.g. overdrawn accounts, uninvested funds, Governing Document Reviews including court order, trust, wills, and all regular controls)
- Ensure accounts are administered in accordance with governing documents, legislation and company policy on a profitable and commercial basis
- Support the team to review book of accounts to ensure the portfolio model and fee structures are appropriate and correct
- Actively seek input from Senior members of the team and specialists to resolve matters in a timely manner
- Investigate and report on risk and compliance issues including assisting with controlled selfassessment testing
- Minimum three years' experience in an administrative role, preferably with a trustee or financial services environment
- Experience or working knowledge of disability services environment and/or the health and personal injury sector e.g. insurance firm, legal firm
- Experience working in a client centric business environment
- Experience in managing multiple stakeholders and relationships
- Sound communication skills (written and verbal)
- Good attention to detail and ability manage multiple priorities
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
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.
