Career Advancement Opportunity

1 week ago

Sydney, New South Wales, Australia beBeecareer Full time $90,000 - $120,000
Relationship Associate Role

Are you ready to advance your career in the financial services industry? As a Relationship Associate, you will play a key role in our client-facing team, where you'll have the opportunity to make a tangible impact on our clients and contribute to the success of our products.

About the Position
  • Understand key stakeholders and company expectations
  • Resolve client and service provider issues, escalating when necessary
  • Assist with fund transitions, terminations, and accounts receivable processes
  • Prepare submissions for internal committees and act as a delegate as needed
  • Assist with the execution of fund documents and contracts in line with policy
  • Contribute to system and process enhancements, striving for continuous improvement
Required Skills and Qualifications
  • Tertiary qualification in Business, Finance, or equivalent
  • Basic knowledge of the financial services industry
  • Knowledge of the managed funds industry with listed and unlisted products
  • Basic understanding of corporate governance and risk management
  • Ability to manage and prioritize workload and support company growth
  • Basic knowledge of the Corporations Act and ASIC requirements for managed funds (highly regarded)
  • Understanding of governance requirements to support the Relationship Managers in performing their duties (highly regarded)
Benefits
  • A warm and supportive work environment
  • An attractive remuneration package, including reward and recognition programs
  • An employee wellness program, including discounted health insurance and an employee assistance program
  • A workplace volunteering and giving program to enable you to help others in the community
  • We are proud to be part of the top workplaces to give back
  • Discounted tax and estate planning services
  • A great central CBD location, modern office fit-out, and end-of-trip facilities
  • A flexible/hybrid working environment

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