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Senior Associate, Operations

2 months ago

Melbourne, Victoria, Australia Equity Trustees Ltd Full time
About the Role

We are seeking a highly skilled Senior Associate to join our Operations & Oversight team at Equity Trustees Ltd. As a key member of our team, you will play a pivotal role in supporting the operational functions across our extensive client base and managed funds within Corporate Trustee Services.

Key Responsibilities
  • Manage operational functions and filings with service providers and authorities.
  • Maintain accurate records and support fund-related expenses.
  • Document and update procedure manuals.
  • Provide timely data to internal and external stakeholders.
  • Build and maintain strong stakeholder relationships.
  • Support the Senior Manager with operational needs for Listed & Quoted Products.
  • Ensure compliance with relevant legislation and company policies.
Requirements
  • Experience in Financial Services and Fund Management (highly regarded)
  • Strong time management and attention to detail
  • Flexibility to manage multiple tasks simultaneously
  • Proficiency in Microsoft Office
  • Effective communication and interpersonal skills
  • Good mathematical abilities
  • Continuous improvement mindset
About Us

Equity Trustees Ltd is a leading specialist trustee company with a rich history dating back to 1888. We help our clients grow, manage, and protect their wealth now and for generations to come. As a trustee company, it is our responsibility to always act in our clients' best interests, ensuring they feel safe, valued, and cared for.

We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. If you are a motivated and experienced professional looking to join a dynamic team, we encourage you to apply for this exciting opportunity.