Senior Associate, Wholesale Trustee– Corporate Trust
7 days ago
We are seeking a highly skilled and experienced Senior Associate to join our Corporate Trust team. As a Senior Associate, you will play a key role in providing support to the Client Management team and delivering exceptional client service.
Key Responsibilities:
- Assist Client Managers and Senior Client Managers in servicing client relationships
- Undertake assigned activities to ensure full compliance with trust obligations
- Administer trustee activities in accordance with policies and procedures
- Develop a deep understanding of the legal, regulatory, and operational frameworks governing funds
- 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 backup 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 in a timely manner
- Assist with maintenance of data in compliance management system (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 documents records in accordance with Policy requirements, including maintaining central unit registry for wholesale trusts
About You
We are looking for someone with:
- Minimum 3-4 years' experience in Financial Services or related experience
- 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 prioritize multiple tasks
- Strong attention to detail
How We Work
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact, which drive our approach to 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
We offer:
- Work from anywhere in Australia for up to one month each year
- An annual allowance to empower you to prioritize your personal wellbeing
- Access to LinkedIn learning, study support, and commitment to supporting professional development
- We have partnered with Jawun for over 10 years supporting regional Indigenous organisations
Diversity and Inclusion
We are 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.
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