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Senior Associate, Wholesale Trustee– Corporate Trust
2 months 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 sound understanding of legal, regulatory, and operational frameworks governing funds
- Monitor and complete 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 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
- Assist in preparation of board reporting packs/memos
- Maintain key scheme documents records in accordance with Policy requirements
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
- 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
Our Culture
Our unique culture is underpinned by our three organisational behaviours: Stretch, Own it, Make an impact. These behaviours drive our approach to day-to-day interactions with colleagues and clients, decision-making, and problem-solving.
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
- 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
- We support over 50 First Nations Communities, helping to secure the communities' future
- We encourage applications from Aboriginal and Torres Strait Islander People
