Trustee Services Coordinator
3 weeks ago
Job Summary
Corporation Service Company is seeking a highly skilled and experienced Assistant Manager to join our team in Sydney, Australia. As an Assistant 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
- Coordinate and manage the daily operations of each client/fund, ensuring operational excellence is maintained.
- Manage the onboarding and integration of new clients and trusts, as well as the offboarding of schemes that are winding up.
- Review trust constituent documents and set up governance and compliance frameworks for new funds to facilitate trust formation and operation.
- Manage deal activity, including acquisitions, divestments, capex, refinancing, or any other relevant matters.
- Liaise with and 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.
- Manage compliance matters to ensure compliance is managed appropriately in accordance with compliance policies and procedures, including Know Your Client and AML/CTF checks.
- Manage client invoicing, reviewing and reconciling billing information.
- 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 recognized qualification in Law/Business Administration or other similar disciplines.
- Minimum 5 years of working experience in a Legal, Accounting, Tax, Audit, Funds, or Compliance 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.
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