Corporate Trust Operations Analyst

2 weeks ago


Sydney, Australia Anton Murray Consulting Full time

Sydney- Ancillary Areas- PermanentOur client is a leading Trustee Service seeking an Operations Administrator to join their team.

**Role objectives**:

- Workflow management
- New customer onboarding
- Training and Development
- Promapp (workflow)

**Key responsibilities**:

- Carry out AML/KYC on new clients
- Manage the collection and recording of Compliance Certificate for clients
- Manage the collection and processing tax returns and annual accounts for clients
- Establish bank accounts
- Manage inboxes for payments and reports
- Check and authorise payments into the online banking systems
- Enter payments into the online banking platforms (as back-up)
- Assist with bank reconciliations
- Archive documents and maintain archive register
- Filing client correspondence/documents
- Record client assets in ARM (in-house system


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