Corporate Trust Manager

4 days ago


Sydney, New South Wales, Australia CSC (Corporation Service Company) Full time

About the Role

CSC is seeking a highly skilled and experienced Corporate Trust Manager to join our team. As a Corporate Trust Manager, you will play a critical role in coordinating and managing the provision of timely and accurate trustee services for a portfolio of trusts.

Key Responsibilities

  • Service delivery and management of a book of investment manager clients and funds
  • Daily operations of each client / fund and ensure operational excellence is maintained
  • Onboarding and integration of new clients and trusts and offboarding of schemes that are winding up
  • Review of trust's constituent documents and set up governance and compliance frameworks for new funds to facilitate trust formation and operation
  • Deal activity including acquisitions, divestments, capex, refinancing, capital calls or any other relevant matters
  • Monitor service providers who are preparing the trust's accounts, tax returns, business activity statements, annual investor income reports and other mandatory reports
  • Oversee service providers to ensure they are complying with service level agreements, regulatory requirements, the trust deed and the law
  • Assist the team to ensure compliance is managed appropriately in accordance with compliance plan controls including Know Your Client and Anti-Money Laundering Checks
  • Work closely with senior management to ensure compliance is managed appropriately in accordance with compliance policies and procedures
  • Establish, maintain and adhere to operating procedures
  • Participate in ongoing automation and improvement of systems and processes
  • Involvement in projects and other ad hoc duties as required

Requirements

  • Australian recognised qualification in Accounting / Tax / Law
  • Minimum 4-6 years of working experience in a Legal, Accounting, Audit, Funds or Governance role
  • An understanding of the role of a Trustee
  • Client management skills and relationship management experience
  • Knowledge of the managed funds industry and operational experience relating to managed investment schemes
  • Fluent in English both verbally and in writing
  • Works well under pressure, delivers results and meets customer expectations
  • Works collaboratively and enjoys working with and influencing people
  • Strong verbal and written communication skills
  • Self-starter with good planning and organizational skills
  • Highly principled and able to resolve issues


  • Sydney, New South Wales, Australia Perpetual Full time

    About the RoleWe are seeking a highly skilled and motivated Assistant Trust Accountant to join our Perpetual Corporate Trust team. As a key member of our team, you will be responsible for providing accurate and timely accounting services for unregistered managed investment schemes (MITs) and securitisation vehicles.Key ResponsibilitiesAssist in the...


  • Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Summary:The Corporate Trust Client Services Manager is responsible for managing all aspects of a portfolio of clients in order to build and maintain effective client relationships and deliver superior client service, ensuring all trustee obligations/operational activities are met in a timely manner. Our client is a well-recognised global financial...


  • Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job SummaryThe Corporate Trust Client Services Manager is responsible for managing all aspects of a portfolio of clients in order to build and maintain effective client relationships and deliver superior client service, ensuring all trustee obligations/operational activities are met in a timely manner. Our client is a well-recognised global financial...


  • Sydney, New South Wales, Australia Perpetual Full time

    About the RoleWe are seeking a highly skilled and motivated Assistant Trust Accountant to join our Perpetual Corporate Trust team. As a key member of our team, you will be responsible for providing accurate and timely accounting services for unregistered managed investment schemes (MITs) and securitisation vehicles.Key ResponsibilitiesAssist in the...


  • Sydney, New South Wales, Australia Perpetual Full time

    About Perpetual Corporate TrustPerpetual Corporate Trust (PCT) is a leading provider of fiduciary and digital solutions to the banking and financial services industry.Our VisionWe aim to be the leading fiduciary and digital solutions provider to the banking and financial services industry, trusted by Australia's and Singapore's leading financial institutions...

  • Trust Specialist

    6 days ago


    Sydney, New South Wales, Australia Allens Corporate Services Full time

    About the RoleWe are seeking a highly skilled Trust Specialist to join our Financial Services Department at Allens Corporate Services. As a Trust Specialist, you will play a critical role in ensuring the provision of accurate and compliant fund transfers into and out of our Trust Account.Key ResponsibilitiesManage trust accounts to mitigate against risk to...

  • Trust Specialist

    2 days ago


    Sydney, New South Wales, Australia Allens Corporate Services Full time

    About the RoleWe are seeking a highly skilled Trust Specialist to join our Financial Services Department at Allens Corporate Services. As a Trust Specialist, you will play a critical role in ensuring the provision of accurate and compliant fund transfers into and out of our Trust Account.Key ResponsibilitiesManage trust accounts to mitigate against risk to...


  • Sydney, New South Wales, Australia Perpetual Full time

    About the RoleWe are seeking a highly skilled and experienced Accounts Management Officer to join our dynamic team within Treasury Advisory and Cash Management at Perpetual Corporate Trust. In this role, you will be responsible for managing Perpetual Corporate Trust bank account opening and closure requests, as well as resolving all account/user/transaction...

  • Commercial Manager

    6 days ago


    Sydney, New South Wales, Australia Mister Sparky Corporate Store Full time

    About the RoleWe are seeking an experienced Commercial Manager - Corporate to join our Group Finance team at Mister Sparky Corporate Store. As a key member of our team, you will provide commercial and decision support analysis, delivering key insights from costing trends and drivers.Reporting to the Group Financial Controller, you will provide business...


  • Sydney, New South Wales, Australia Perpetual Full time

    About the RoleWe are seeking a highly skilled and experienced Accounts Management Officer to join our Corporate Trust team at Perpetual. As a key member of our team, you will be responsible for building and maintaining effective client relationships, acting on client instructions, and responding to various enquiries.Key Responsibilities:Build and maintain...


  • Sydney, New South Wales, Australia Perpetual Full time

    About the RoleWe are seeking a highly skilled and experienced Accounts Management Officer to join our Corporate Trust team at Perpetual. As a key member of our team, you will be responsible for building and maintaining effective client relationships, acting on client instructions, and responding to various enquiries.Key Responsibilities:Build and maintain...


  • Sydney, New South Wales, Australia Perpetual Full time

    Position OverviewContract Duration: 24 Month Max TermLocation: Flexible Hybrid Work EnvironmentOur Corporate Trust division stands as a premier provider of fiduciary and digital solutions tailored for the banking and financial services sector across Australia and Singapore. We specialize in administering securitization portfolios and investment structures,...


  • Sydney, New South Wales, Australia Perpetual Full time

    Contract Type: 24 Month Max TermLocation: Flexible Hybrid Work EnvironmentPerpetual's corporate trust division stands as a premier provider of fiduciary and digital solutions tailored for the banking and financial services sector across Australia and Singapore. Our expertise encompasses the administration of securitisation portfolios and investment...


  • Sydney, New South Wales, Australia Perpetual Full time

    Contract Type: 24 Month Max TermLocation: Flexible Hybrid Work EnvironmentPerpetual's corporate trust division stands as a premier provider of fiduciary and digital solutions tailored for the banking and financial services sector across Australia and Singapore. Our services encompass the administration of securitisation portfolios and investment structures,...


  • Sydney, New South Wales, Australia Perpetual Limited Full time

    About the RoleThis is a unique opportunity to work with internal stakeholders and multiple banking institutions and platforms in a dynamic team within Treasury Advisory and Cash Management.Key ResponsibilitiesManage Perpetual Corporate Trust bank account opening and closure requests.Manage and resolve all account/user/transaction related queries with all...

  • Commercial Manager

    5 days ago


    Sydney, New South Wales, Australia Benjamin Franklin Plumbing Corporate Store Full time

    Job DescriptionJob Title: Commercial Manager - CorporateJob Summary:We are seeking an experienced Commercial Manager - Corporate to join our Group Finance team. As a key member of our team, you will provide commercial and decision support analysis, delivering key insights from costing trends and drivers.Key Responsibilities:Provide business partnering and...


  • Sydney, New South Wales, Australia Perpetual Full time

    About the RoleWe are seeking a highly skilled and experienced Client Manager to join our Corporate Trust team at Perpetual. As a Client Manager, you will be responsible for managing a portfolio of clients and building and maintaining effective client relationships in a manner that complies with regulatory frameworks, Perpetual policies and procedures, and...


  • Sydney, New South Wales, Australia Corporation Service Company Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Trust Operations Manager to join our team at Corporation Service Company. As a key member of our Corporate Trust Services team, you will be responsible for coordinating and managing the provision of timely and accurate trustee services for a portfolio of trusts.Key ResponsibilitiesManage a...


  • Sydney, New South Wales, Australia Perpetual Limited Full time

    Job SummaryWe are seeking a highly skilled Accounts Management Officer to join our Corporate Trust team at Perpetual Limited. As a key member of our team, you will be responsible for building effective client relationships, managing accounts, and ensuring compliance with regulatory requirements.About the RoleClient Relationship ManagementAccounts...


  • Sydney, New South Wales, Australia Perpetual Full time

    About the RoleWe are seeking a highly skilled Associate to join our Governance and Oversight team in Corporate Trust. As a key member of our team, you will play a critical role in providing support to deliver an effective and best-in-class Outsourcing Framework that manages our business's risk exposures.Key ResponsibilitiesAssist with the completion of...