Relationship Associate

3 weeks ago

Sydney, New South Wales, Australia Equity Trustees Full time

Join to apply for the Relationship Associate role at Equity Trustees

Get AI-powered advice on this job and more exclusive features.

Are you ready to take your career to the next level? Are you passionate about providing exceptional support and ensuring smooth client experiences in the financial services industry? If so, we have an incredible opportunity waiting for you at Equity Trustees as a Relationship Associate.

At Equity Trustees, we're looking for someone who thrives on delivering administrative excellence while understanding the intricacies of managing relationships in the financial sector. As a Relationship Associate, you will play a vital role in our Relationships & Oversight Team, where you'll have the chance to make a real impact on our clients and the success of our listed and unlisted products.

About the role
  • Understand key stakeholders and company expectations
  • Resolve Client and Service Provider issues, escalating when necessary
  • Assist in Fund transition, termination, and Accounts receivable processes
  • Prepare submissions for internal committees and act as a delegate as needed
  • Assist with the execution of Fund documents and contracts in line with policy
  • Contribute to system and process enhancements, striving for continuous improvement
What you'll need to succeed
  • Tertiary qualification in Business, Finance, or equivalent
  • Basic knowledge of the financial services industry
  • Knowledge of the managed funds industry with listed and unlisted products
  • Basic understanding of corporate governance and risk management
  • Ability to manage and prioritise workload and support company growth
  • Basic knowledge of the Corporations Act and ASIC requirements for managed funds (highly regarded)
  • Understanding of governance requirements to support the Relationship Managers in performing their duties (highly regarded)
What we offer
  • A warm, open, and supportive culture
  • An attractive remuneration package, including reward and recognition programs
  • An employee wellness program, including discounted health insurance and an employee assistance program
  • A workplace volunteering and giving program to enable you to help others in the community
  • We are proud to be part of the Top 30 Best Workplaces to Giveback 2022
  • Discounted tax and estate planning services
  • Great central CBD location, modern office fit-out and end-of-trip facilities
  • Flexible/Hybrid working environment
About Us - Trusted Since 1888

Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage, and protect their wealth, always acting in their best interests.

We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

Equity Trustees is 145 years strong - and growing. Apply now to be part of a successful contemporary trustee company

Details
  • Seniority level: Mid-Senior level
  • Employment type: Full-time
  • Job function: Finance

Referrals increase your chances of interviewing at Equity Trustees by 2x

We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.


#J-18808-Ljbffr

  • Relationship Associate

    2 weeks ago

    Sydney, New South Wales, Australia Nab Full time

    Relationship Associate- Job number: 797822- Primary position location: NSW- Sydney CBD, NSW, Australia- Category: Business Banking- Work type: Permanent Full time- Opening at: Jan 6 2025 at 06:00 AEDT- Closing at: Jan 13 2025 at 23:55 AEDT**Favourite****RELATIONSHIP ASSOCIATE - CHATSWOOD, NSW**As a Relationship Associate you will be responsible for providing...

  • Relationship Associate

    3 weeks ago

    Sydney, New South Wales, Australia Equity Trustees Full time

    Join to apply for the Relationship Associate role at Equity Trustees Get AI-powered advice on this job and more exclusive features. Are you ready to take your career to the next level? Are you passionate about providing exceptional support and ensuring smooth client experiences in the financial services industry? If so, we have an incredible...

  • Senior Relationship Associate

    2 weeks ago

    Sydney, New South Wales, Australia Bendigo Bank Full time

    Senior Relationship Associate | PropertyJoin to apply for the Senior Relationship Associate | Property role at Bendigo BankOverview: Supporting our frontline Senior Property Relationship Managers, your role as our Senior Relationship Associate is built on your expertise in engaging and communicating with Property customers and take genuine care in supporting...

  • Senior Relationship Associate

    2 weeks ago

    Sydney, New South Wales, Australia Bendigo Bank Full time

    Senior Relationship Associate | PropertyJoin to apply for the Senior Relationship Associate | Property role at Bendigo BankOverview: Supporting our frontline Senior Property Relationship Managers, your role as our Senior Relationship Associate is built on your expertise in engaging and communicating with Property customers and take genuine care in supporting...

  • Relationship Associate Fixed

    2 weeks ago

    Sydney, New South Wales, Australia Nab - National Australia Bank Full time

    **Work type**: Fixed term Full time, Secondment**Location**: Aust - NSW Metro- **Outstanding opportunity to build and progress your career within B&PB**:- **Collaborative & challenging fast paced culture**:- **Use your expertise to drive positive outcomes for our customers**:- **8 month Fixed-term contract opportunity based in Sydney CBD****About You**As...

  • Relationship Associate

    2 weeks ago

    Sydney, New South Wales, Australia Nab Full time

    OverviewJoin to apply for theRelationship Associate- Sydneyrole atNABResponsibilitiesWork with our amazing Business Bankers, customers & colleagues8 months Full-time fixed term contract opportunity based in SydneyDeliver on our customer obsession strategy and own the work you doAligned to local teams and building relationships with customers through...

  • Relationship Associate

    2 weeks ago

    Sydney, New South Wales, Australia NAB Full time

    OverviewJoin to apply for the Relationship Associate- Sydney role at NABResponsibilitiesWork with our amazing Business Bankers, customers & colleagues8 months Full-time fixed term contract opportunity based in SydneyDeliver on our customer obsession strategy and own the work you doAligned to local teams and building relationships with customers through...

  • Relationship Associate

    2 weeks ago

    Sydney, New South Wales, Australia NAB Full time

    OverviewJoin to apply for the Relationship Associate- Sydney role at NABResponsibilitiesWork with our amazing Business Bankers, customers & colleagues8 months Full-time fixed term contract opportunity based in SydneyDeliver on our customer obsession strategy and own the work you doAligned to local teams and building relationships with customers through...

  • Relationship Associate

    2 weeks ago

    Sydney, New South Wales, Australia Nab - National Australia Bank Full time

    **Work type**: Permanent Full time**Location**: NSW- Sydney CBD- **Utilise your specialist expertise in lending and credit**:- **Showcase your passion for regional & agribusiness customers**:- **Join a passionate, high performing team**:- **Position based at 2 Carrington Street Sydney CBD****About the role**The Regional & Agribusiness NSW team is seeking an...

  • Senior Relationship Associate

    3 weeks ago

    Sydney, New South Wales, Australia Bendigo & Adelaide Bank Full time

    OverviewHelp enable prosperity and sustainability in regional Australian communitiesJoin a team that genuinely cares, values you and is always getting more diverseCountless ways to flex your hours and days to make work work your wayWe've never been 'just a bank'. Just like you should never be 'just an employee'. We're united in our belief that in banking,...