Perpetual Corporate Trust Accounts Management Professional
6 days ago
We are seeking an experienced Accounts Management Officer to join our dynamic team within Treasury Advisory and Cash Management. In this role, you will be responsible for managing Perpetual Corporate Trust bank account opening and closure requests, as well as resolving all account/user/transaction related queries with our banking partners.
This is a unique opportunity to work with internal stakeholders and multiple banking institutions and platforms. You will also manage user setups in various internal and external systems, maintain accurate records, and build effective relationships with clients and act upon client instructions within required timeframes (SLAs).
The successful candidate will have a minimum of 2-3 years' experience in Financial Services with good knowledge and understanding of trusts & related documentation, excellent client management skills, and solid understanding of AML and KYC.
Responsibilities- Manage Perpetual Corporate Trust bank account opening and closure requests
- Manage and resolve all account/user/transaction related queries with all Perpetual Corporate Trust banking partners
- Manage user setups in various internal and external systems
- Maintain accurate records in internal systems; both electronic and paper-based format
- Build effective relationships with clients and act upon client instructions within required timeframes (SLAs)
- Respond to client enquiries relating to various services, financial products, fees and conditions
- Identify and mitigate risks and ensure compliance with legal and statutory requirements
- Use initiative, work with deadlines and perform tasks with high level of accuracy
- Communicate effectively on issues to Senior Management and ensure a proper and timely follow-up to ensure resolution
- Provide guidance, support, act as resource and assist team members from multiple operational areas
Perpetual Limited is an ASX-listed company headquartered in Sydney, Australia. Our company has undergone significant changes following the completion of a comprehensive Strategic Review in May 2024, where we announced that Perpetual Limited will become a standalone Asset Management business.
We are committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.
Salary and BenefitsWe offer a competitive salary package of approximately $70,000 - $90,000 per annum, depending on experience. We also provide a range of benefits, including up to 6 weeks of annual leave, flexible work environment, and access to LinkedIn learning and study support.
In addition, we offer an annual allowance to empower you to prioritise your personal wellbeing, as well as access to employee-led networks who work to raise awareness and drive continued change.
Required Skills and Qualifications- Minimum 2-3 years' experience in Financial Services with good knowledge and understanding of trusts & related documentation
- Excellent client management skills and relationship management experience
- Solid understanding of AML and KYC
- Experience with onboarding and offboarding clients (highly desirable)
- Experience with foreign currency transactions, global payment formatting, domestic banking platforms, RTGS, & debt directory exchange
- Knowledge of Privacy Act obligations, relevant industry codes and legislation
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