Asset Manager

2 weeks ago

Melbourne, Australia Anton Murray Consulting Full time

Melbourne- Asset Management- Contract or Temporary**Position Purpose**

The purpose of this maternity cover contract position is to support the Institutional and Wholesale Distribution business in Australia / New Zealand from a client service and support perspective.

Unit Registry operations or oversight experience is required.

**Key Responsibilities**
- Client servicing
- Oversight of daily Trust price review and distribution, website update
- Review monthly/quarterly/annual transaction & tax statements
- Monthly/quarterly/annual Trust and mandate reporting
- Unit Registry
- Day to day ownership of relationship with outsourced Registry Client Service Team
- Monitor and review unit registry process to ensure client service levels and SLAs are met
- Support the Product and Compliance function with unit registry information as required
- Client related compliance support
- KYC/AML for mandate clients
- KYC/AML for Lux Trust clients, where required
- Salesforce input (KYC related and Client Case related)

**Qualifications required**
- Undergraduate degree in Finance or Business
- Unit Registry experience
- At least 3 year’s client service experience at an Asset Manager / Financial Services firm required.
- Excellent written, verbal and presentation skills and the ability to communicate effectively at all levels
- Ability to build strong internal and external relationships
- Ability to work flexible hours and manage time effectively

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