Client Associate

This is a Client Associate - Responsible Entity Services role with Perpetual Limited based in Sydney, NSW, AU
== Perpetual Limited ==

Role Seniority - junior

More about the Client Associate - Responsible Entity Services role at Perpetual Limited

• 6 Month Max Term Contract

• Hybrid Working: Three days a week in the office, giving you the option to work remotely for some of your working week

• Perpetual Corporate Trust - Trustee of the Year for the past 9 years

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.  

Are you passionate about delivering exceptional client service and thrive in a detail-oriented, fast-paced environment? Perpetual Corporate Trust is seeking a proactive and dedicated Client Associate to join our Managed Fund Services team.  In this dynamic role, you'll play a key part in supporting our Client Management team, ensuring trustee obligations and operational activities are met with precision, professionalism, and in line with Perpetual's high standards.

Perpetual Corporate Trust (PCT), is a specialist business within the Perpetual Group, is a leading fiduciary, custody and digital business in Australia, with operations in Singapore.  We provide a unique range of products to help clients, and the industry, be more effective, efficient and economical while managing ever-increasing cyber security risks and maintaining compliance. ​Domestic and global financial institutions leverage our corporate strength, commercial approach, risk and compliance practices, expertise and service excellence in debt markets, managed funds and digital solutions to enable our clients success.

About the Role

• Assisting the Client Managers to manage all trusts activities and administer trustee back-office matters in accordance with policies and procedures

• Manage payments with internal and external custodians

• Administer trustee back-office activities in accordance with policies and procedures with daily and Ad-hoc tasks

• Maintain key scheme documents records including filing and archiving in accordance with Policy requirements

• Assist in managing finance matters; including debtors, expenses and billing across the client management team including the collection and collation of data required

• Monitor and complete all compliance requirements for allocated clients/funds

• Assist with maintenance of data and data entry in compliance management system (Client Connect)

• Ensure working knowledge of all clients "owned" by the team to provide back-up and operational flexibility

• Develop a sound understanding of the legal, regulatory, and operational frameworks in place that govern funds

• Assist in building and maintain operational relationships with allocated clients.

About you

We're looking for someone with:

• Degree in Finance, Business, Accounting, or Economics is desirable

• Minimum 2 years' experience in financial services or a related field

• Have relevant work experience within Financials Services, Funds Management or Custody Operations

• Have a firm interest in investment administration / investment operations

• Solid understanding of corporate trust and fund structures

• Strong attention to detail and ability to manage multiple priorities

• Strong communication and interpersonal skills to engage effectively with clients and stakeholders

• Be comfortable working in a fast-paced environment.

Candidates on Working Holiday Visas are welcome to apply, provided you have relevant work experience.

How we work  

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.

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

• Study support and commitment to supporting professional development

Diversity and inclusion

• 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

• We support over 50 First Nations Communities, helping to secure the communities' future.  We encourage applications from Aboriginal and Torres Strait Islander People

We're committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.

Before we jump into the responsibilities of the role. No matter what you come in knowing, you'll be learning new things all the time and the Perpetual Limited team will be there to support your growth.

Please consider applying even if you don't meet 100% of what's outlined

Key Responsibilities

• Assisting Client Managers
• Managing payments
• Monitoring compliance

Key Strengths

• Client service orientation
• Attention to detail
• Communication skills
• Financial services experience
• Investment administration interest
• Understanding of corporate trust

Why Perpetual Limited is partnering with Hatch on this role. Hatch exists to level the playing field for people as they discover a career that's right for them. So when you apply you have the chance to show more than just your resume.

A Final Note: This is a role with Perpetual Limited not with Hatch.

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