Senior Associate, Operations

6 days ago

Melbourne, Victoria, Australia Equity Trustees Limited Full time $80,000 - $120,000 per year

We are seeking a Senior Associate, Operations & Oversight (Listed & Quoted Products) to join our Corporate Trustee Services team. Reporting to the Manager, Operations & Oversight, this role is pivotal in supporting operational functions for our extensive client base and managed funds, with a particular focus on listed and quoted products. This is an exciting opportunity for an experienced operations professional who thrives on managing complex reporting obligations, enjoys stakeholder engagement, and is passionate about continuous improvement in a regulated environment.

Key Responsibilities

  • Complete operational tasks including filings with service providers, regulatory authorities, stock exchanges (ASX, CBOE), and government bodies.
  • Complete and lodge regular reporting obligations to the ASX and CBOE for listed and quoted products.
  • Maintain records to plan and track the completeness of required Exchange lodgements.
  • Support the Senior Manager, Listed and Quoted Products, in operational requirements.
  • Participate in the set-up of managed investment schemes, collaborating with internal and external stakeholders.
  • Assist with fund-related expenses/invoices and support the team in ad-hoc tasks.
  • Liaise with ASX and CBOE stakeholders on operational and reporting matters.
  • Establish and maintain effective relationships with internal stakeholders, external service providers, and clients.
  • Ensure compliance with relevant policies, legislation, and manage risk within the business unit.

What You'll Need to Succeed

  • Experience within the managed funds industry - fund administration, custody, and investment operations highly regarded.
  • Experience in operational matters of listed and/or quoted funds.
  • Knowledge of, or experience with, ASX and CBOE listing rules and reporting requirements.
  • Ability to manage multiple tasks with competing deadlines and strong attention to detail.
  • Continuous improvement mindset and strong written and verbal communication skills.
  • Competent use of the Microsoft Office suite.
  • Tertiary qualification in Business or Finance, experience working in Fund Administration.

What we offer

  • 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.
  • We are proud to be part of the Top 30 Best Workplaces to Giveback 2024.
  • Discounted tax and estate planning services.
  • 16 weeks paid parental leave for the primary carer.
  • Great central CBD location, Modern office fit-out and end-of-trip facilities.
  • Flexible/Hybrid working environment.

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 future generations. As a trustee company, we are responsible for always acting in our client's 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.

Equity Trustees is over 145 years strong - and growing. Apply now to be part of a successful contemporary trustee company

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