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Senior Trust Services Manager

1 month ago

Sydney, New South Wales, Australia Corporation Service Company Full time
Job Description

Corporation Service Company is seeking a highly skilled Senior Trust Services Manager to join our team in Sydney, Australia.

We offer a competitive salary package of AU$95,000 - AU$115,000 per annum, depending on experience.

Company Overview

CORPORATION SERVICE COMPANY (CSC) is a leading global provider of business, financial, and professional services. We help corporations and governments operate in new markets and connect with stakeholders worldwide.

Job Description
  • Coordinate and manage the provision of timely and accurate trustee services for a portfolio of trusts, including coordinating corporate secretarial, director approvals, investor reporting, and corporate accounting services.
  • Manage the daily operations of each client/fund and ensure operational excellence is maintained.
  • Onboard and integrate new clients and trusts, and manage 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 prepare trust accounts, tax returns, business activity statements, annual investor income reports, and other mandatory reports.
  • Oversee service providers to ensure they comply 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 – review and reconcile 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.
Required Skills and Qualifications
  • 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.
  • A self-starter with good planning and organizational skills.
  • Highly principled and able to resolve issues.