Corporate Trust Accounts Management Specialist

6 days ago


Sydney, New South Wales, Australia Perpetual Full time

Contract Type: 24 Month Max Term

Location: Flexible Hybrid Work Environment

Perpetual's corporate trust division stands as a premier provider of fiduciary and digital solutions tailored for the banking and financial services sector across Australia and Singapore. Our services encompass the administration of securitisation portfolios and investment structures, ensuring the protection of our clients' investors' interests. We offer a distinctive range of services through five core offerings: Debt Market Services, Managed Fund Services, Perpetual Asia, headquartered in Singapore, Perpetual Digital, and Laminar Capital.

Role Overview:

As an Accounts Management Officer within the Treasury Advisory and Cash Management team, your responsibilities will include:

  • Establishing and nurturing strong client relationships.
  • Responding promptly to client instructions and inquiries.
  • Delivering timely information and reports to clients and stakeholders.
  • Overseeing bank account management, including openings, closures, and user administration.
  • Identifying and mitigating risks while ensuring compliance with legal standards.
  • Issuing client correspondence and managing account-related inquiries.
  • Verifying documentation and conducting thorough due diligence.
  • Assisting Senior Management in operational enhancements.

Candidate Profile:

We seek individuals who are ready to elevate their careers and possess:

  • Experience in banking operations or administration roles.
  • Proficiency in managing and mitigating fraud and risk-related issues.
  • Strong interpersonal skills and the ability to collaborate effectively within a team.
  • Demonstrated analytical, investigative, and problem-solving capabilities.
  • Ability to prioritize tasks, meet deadlines, and quickly adapt to new concepts.
  • Understanding of trusts and related documentation (preferred).
  • Knowledge of Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations.
  • Solid understanding of financial markets and the financial services industry.
  • Awareness of Privacy Act obligations and relevant industry codes and legislation.

Organizational Culture:

Our unique culture is driven by three core behaviors: Stretch, Own it, and Make an impact.

Employee Benefits:

  • Work remotely from anywhere in Australia for up to one month each year.
  • An annual allowance to prioritize personal wellbeing.
  • Access to LinkedIn Learning, study support, and a commitment to professional development.
  • Partnership with Jawun for over a decade, supporting regional Indigenous organizations.

Diversity and Inclusion Commitment:

  • Recognized as a WGEA Employer of Choice for gender equality since 2018.
  • Strong dedication to diversity and inclusion through a comprehensive 7-pillar strategy.
  • A growing number of employee-led networks focused on raising awareness and driving change.
  • Support for over 50 Indigenous communities through Native Title Trusts, fostering community sustainability.

We are dedicated to fostering an inclusive workplace where diversity is celebrated, welcoming applications from individuals of all backgrounds and communities. Our aim is to create a work environment that empowers you to thrive, regardless of your circumstances.


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