Asset Management Specialist

2 weeks ago

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

Job Summary

We are seeking a highly skilled Asset Management Specialist to join our team at Anton Murray Consulting. The successful candidate will be responsible for providing support to the Client Management team and delivering superior client service.

Key Responsibilities

  • Assist the Senior Manager and Senior Client Service Managers in servicing the book of wholesale trustee clients.
  • Undertake assigned activities to ensure full compliance with trust obligations.
  • Administer trustee activities in accordance with policies and procedures.
  • Develop a sound understanding of the legal, regulatory, and operational frameworks in place that govern 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 back-up and operational flexibility.
  • Involvement in ad-hoc projects as required.
  • Manage and complete all allocated trustee obligations in compliance management system in a timely manner.
  • Assist with maintenance of data in compliance management system.
  • 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.

Requirements

  • Law / Business / Accounting / Economics degree required.
  • Minimum 3 years' experience in Managed Funds / Unit Trusts or related experience.
  • Excellent client management skills and experience.
  • Reasonable knowledge of fund structures.
  • Ability to manage and prioritise multiple tasks.
  • Strong attention to detail.

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