Client Associate, Wholesale Trustee
6 months ago
More time off for the things that matter - Up to 6 weeks’ leave- Work where we work best - Hybrid office/work-from-home environment- Opportunity to work in a team servicing high profile international institutional clients
Our corporate trust business is a leading provider of fiduciary and digital solutions to the banking and financial services industry in Australia and Singapore. It administers securitisation portfolios, investment and debt structures to protect the interests of our clients’ investors. Corporate trust supports clients locally and overseas with a unique offering through five key service offerings: Debt Market Services; Managed Fund Services; Perpetual Asia, headquartered in Singapore; Perpetual Digital, which provides data services and software-as-a-service products; and Laminar Capital, which provides fixed income dealing, treasury and advisory services to government organisations, superannuation funds, local councils, ADIs, not-for-profits, wealth managers and sophisticated investors.
In the role as Client Associate you will be responsible for providing 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.
About the role
As a Client Associate at Perpetual Corporate Trust, you will:
- 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- Act in accordance with Perpetual’s goals & values- Administer client/trust payments and expenses- Monitor and complete all compliance requirements for allocated clients/funds- Manage payments with internal and external custodians- Build and 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 (ClientConnect) in a timely manner- Assist with maintenance of data in ClientConnect- 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 document records in accordance with Policy requirements, including maintaining central unit registry for wholesale trusts.
About you- Minimum 2 years’ experience in Financial Services or related experience- Legal background and/or knowledge of trusts and how they operate (highly desirable)- Knowledge of fund structures and experience within the managed funds industry (including custody, fund administration, registry, audit, investment operations)- Prior experience within commercial property, corporate banking, accounting or tax highly desirable- Excellent client management skills and relationship management experience- Ability to manage and prioritise multiple tasks- Strong attention to detail.
Behaviours
- Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.
- Employee benefits- Work from anywhere in Australia for up to one month each year-
- An annual allowance to empower you to prioritise your personal wellbeing-
- Access to LinkedIn learning, study support and commitment to supporting professional development-
- Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks’ secondment with JawunDiversity and inclusion- WGEA Employer of Choice for gender equality since 2018-
- Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy-
- A growing number of employee-led networks who work to raise awareness and drive continued change
-
Client Associate, Wholesale Trustee
4 months ago
Sydney, Australia Perpetual Limited Full timeMore Time Off for What Matters: Enjoy up to 6 weeks of leave- Flexible Work Environment: Work where you work best - whether in the office or from home- Opportunity to work in a team servicing high profile international institutional clients Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11...
-
Senior Trustee Operations Specialist
2 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeJob Summary: We are seeking a highly skilled and experienced Senior Trustee Operations Specialist to join our team at Anton Murray Consulting in Sydney. This is an exciting opportunity for a Client Manager to provide support to the Client Management team and deliver superior client service.About the Role: As a Senior Trustee Operations Specialist, you will...
-
Senior Trustee Service Manager
1 week ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeJob DescriptionSydney-based Asset Management Role: Senior Trustee Service ManagerWe are seeking an experienced and highly skilled Senior Trustee Service Manager to join our team in Sydney. The successful candidate will be responsible for providing exceptional client service, ensuring timely compliance with trust obligations, and managing trustee activities...
-
Senior Trustee Administrator
3 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeAnton Murray Consulting is seeking a highly skilled Senior Trustee Administrator to join our team in Sydney, Australia.The estimated salary for this role is between $70,000 and $90,000 per annum, depending on experience. This is a 12-month contract with the possibility of going permanent.Job Description:Assist the Senior Manager and Senior Client Service...
-
Senior Client Service Associate
6 months ago
Sydney, Australia Anton Murray Consulting Full timeSydneyAsset ManagementContract or TemporaryThe Senior Client Associate is responsible for providing support to the Client Management team and delivering superior client service, ensuring all trustee obligations/operational activities are met in a timely manner. Ideal candidates will have 3+ years’ experience in a unit trust, managed funds, registry, or...
-
Senior Client Service Professional
3 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeSydney, AustraliaJob Description:We are seeking an experienced Senior Client Service Associate to join our team at Anton Murray Consulting.Job Type: Full-time, 9 months contract with possibility of extension for strong performersSalary: $80,000 - $100,000 per annum, depending on experienceLocation: Sydney, NSWAbout the Role:The Senior Client Associate is a...
-
Consultant, Trustee Investments
6 months ago
Sydney, Australia Equity Trustees Full timeJoin us in a pivotal role where you'll manage fiduciary accounts with precision and care. As part of EQT TWS, you'll oversee investment management, crafting initial plans and conducting reviews to ensure adherence to our framework. You'll also play a vital governance role, offering support to Trust Managers and nurturing relationships with key stakeholders...
-
Trustee Portfolio Manager
4 weeks ago
Sydney, New South Wales, Australia Equity Trustees Full timeAre you passionate about building strong client relationships and managing diverse portfolios in a trust-based environment?About UsEquity Trustees has been a leading specialist trustee company since 1888, helping clients grow, manage, and protect their wealth for generations. As a trustee company, our primary responsibility is to act in the best interests of...
-
Client Service Officers
6 months ago
Sydney, Australia NSW Trustee & Guardian Full timeAbout the role - NSW Trustee and Guardian are recruiting now to establish a talent pool to fill future ongoing and temporary vacancies within the Estate Management division over the next 18 months. - Clerk Grade: 3/4 Base salary $79,032 pa to $86,539 p.a. plus super and annual leave loading. This is a unique opportunity to join NSW Trustee & Guardian in a...
-
Trustee Officer
8 months ago
Sydney, Australia Link Group Full timeJoin Our Dynamic Team as a Trustee Officer! Are you an administrative wizard with a knack for organization and a passion for numbers? If so, we have an exciting full-time hybrid opportunity waiting for you! As a Trustee Officer, you'll be the driving force behind the day-to-day administrative operations of our esteemed trustee team. Your mission? Ensuring...
-
Client Service Operations Specialist
3 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeSydney Asset Management Contract or TemporaryThe role of Client Service Operations Specialist is responsible for providing support to the Client Management team and delivering superior client service, ensuring all trustee obligations/operational activities are met in a timely manner.Ideal candidates will have 3+ years of experience in unit trust, managed...
-
Financial Services Professional
1 month ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeJob Summary: We are seeking a skilled Senior Client Associate to join our team at Anton Murray Consulting in Sydney.About the Role: As a Senior Client Associate, 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.Key Responsibilities:...
-
Principal Client Service Officer
1 month ago
Sydney, Australia NSW Trustee and Guardian Full time**Principal Client Service Officer (Private Management Accounts) - NSW Trustee and Guardian** Ongoing full-time vacancy. 35 hours per week. - Clerk Grade: 7/8 Base salary $106,025 pa to $117,363 p.a. plus super and annual leave loading. **About us** At NSW Trustee and Guardian, we protect, promote and support the rights, dignity, choices and wishes of our...
-
Administrative Trustee Specialist
2 weeks ago
Sydney, New South Wales, Australia Perpetual Full timeCompany OverviewPerpetual is a leading wealth management company offering a unique mix of wealth management, advice and trustee services to individuals, families, businesses, not-for-profit organisations and Indigenous communities throughout Australia.About the RoleThe Trustee Services Co-Ordinator role provides technical and administrative support to the...
-
Trustee Administration Specialist
2 weeks ago
Sydney, New South Wales, Australia Perpetual Full timeAbout PerpetualPerpetual is a leading wealth management business in Australia, comprising three distinct brands: Fordham, Jacaranda Financial Planning, and Priority Life. We offer a unique mix of wealth management, advice, and trustee services to individuals, families, businesses, not-for-profit organisations, and Indigenous communities across the...
-
Trustee Co-ordinator
6 months ago
Sydney, Australia Perpetual Limited Full timeMore time off for the things that matter - Up to 6 weeks’ leave- Central Sydney CBD office location- Career opportunities available and attractive salary package The wealth management business consists of three distinct brands in addition to Perpetual Private - Fordham, Jacaranda financial planning and Priority Life - offering a unique mix of wealth...
-
Administrative Trustee Specialist
4 weeks ago
Sydney, New South Wales, Australia Perpetual Full timeAbout PerpetualPerpetual is a leading wealth management business with a unique mix of wealth management, advice and trustee services. We offer strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy to our...
-
Client Manager
6 months ago
Sydney, Australia Anton Murray Consulting Full timeSydneyAsset ManagementContract or TemporaryThe Client Manager is responsible for providing support to the Client Management team and deliver superior client service, ensuring all trustee obligations/operational activities are met in a timely manner Ideal candidates will have 3+ years in unit trust, managed funds, registry or client services experience from...
-
Estate Administration Specialist
4 weeks ago
Sydney, New South Wales, Australia Nsw Trustee And Guardian Full timeAbout Nsw Trustee And GuardianWe are a dedicated NSW Government agency protecting, promoting and supporting the rights, dignity, choices and wishes of our customers. We deliver high-quality, reliable and timely services to our clients, adhering to our Customer Excellence Principles.Role OverviewThis is an exciting opportunity to join our Estate Planning and...
-
Client Manager
6 months ago
Sydney, Australia Anton Murray Consulting Full timeSydneyAsset ManagementContract or TemporaryThe Client Manager is responsible for providing support to the Client Management team and deliver superior client service, ensuring all trustee obligations/operational activities are met in a timely manner.Ideal candidates will have 3+ years in unit trust, managed funds, registry or client services experience from...
