Client Associate

2 weeks ago

Sydney, New South Wales, Australia Perpetual Limited Full time
Opportunity to work in Managed Fund Services- Work for a growing global brand- Additional benefits including 6 weeks leave


In this role you will provide 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.

Sounds interesting? Here are some specifics about the opportunity:

  • 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
  • Monitor and complete all compliance requirements for allocated clients/funds
  • Manage payments with internal and external custodians
  • Build & 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 in a timely manner
  • Assist with maintenance of data in compliance management system (client connect)
  • 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 documents records in accordance with Policy requirements, including maintaining central unit registry for wholesale trusts
To be considered for this opportunity, your qualifications, skills and experience could include:

  • Excellent client management skills and experience
  • Reasonable knowledge of fund structures
  • Ability to manage and prioritise multiple tasks
  • Strong attention to detail
  • Ideally 2 years' experience in Financial Services or related experience
  • Law/Business/ Accounting/ Economics degree required
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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