Associate, Operations

1 week ago

Melbourne, Australia Equity Trustees Full time

We have a great opportunity for you to join our Operations & Oversight team. You will support the operational functions across our extensive clients and managed funds, serviced by the Corporate Trustee Services business unit.

**About the role**:

- Complete regular operational functionality including necessary filings with service providers, regulatory authorities or government bodies, in line with established processes
- Administer records for efficient operation, ensuring that filings are current and valid.
- Assist with fund-related expenses/invoices as required
- Document procedure manuals or guides as necessary and ensure ongoing maintenance
- Actively participate in recommendations for operational improvements
- Supply accurate and timely data to internal and external parties (e.g. administrators, platforms, researchers etc.) for all Funds
- Variety of ad-hoc tasks and lodgments
- Actively participate in project work
- Support the team and management in ad-hoc tasks

**What you'll need to succeed**:

- Financial Services industry experience well regarded
- Ability to complete set tasks fully and accurately
- Time management abilities to ensure timely completion of all requirements
- Demonstrated ability to be flexible and manage a variety of simultaneous tasks
- Great attention to detail
- Competent use of the Microsoft Office suite
- Ability to work with a wide range of people
- Strong written and verbal communication skills
- Good mathematical abilities
- Continuous improvement mindset

**What we can offer you**:

- A warm, open and supportive culture
- An attractive remuneration package, including reward and recognition programs
- An employee wellness program, including discounted health insurance and an employee assistance program
- A workplace volunteering and giving program to enable you to help others in the community
- Discounted tax and estate planning services
- Great central CBD location, new office fit-out and end-of-trip facilities

**About us - Trusted since 1888**

Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. 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. Just as you will help us grow our business, we will help you grow in your career.

Agencies please note that this vacancy is being managed directly by the Equity Trustees' HR team. We will contact our preferred agency partners should we require additional support. Thank you.

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