Associate, Agency

• Be part of a brand that's been named Trustee of the Year 9 years running

• Flexible Work Environment: We offer hybrid working arrangements to ensure work-life balance

• More Time Off for What Matters: Enjoy up to 6 weeks of leave

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.  

This is an exciting opportunity to become part of the Debt Market Services Division within Perpetual Corporate Trust (PCT) a specialist business within the Perpetual Group.  

About the Role

As an Associate you will assist with the management of a portfolio of clients and matters in Perpetual's Agency & Trustee business, where Perpetual acts as trustee, agent and security trustee debt capital market transactions.   Your responsibilities may include: 

• Maintaining clients and external service providers relationships to ensure all reasonable requests are promptly responded to.

• Assisting with transactions including Facility Agent and Security Trustee roles, negotiations on documentation, minimising legal and operational risks, highlighting and obtaining clearance on onerous terms especially if they are inconsistent with Perpetual's standard requirements, and seek guidance from the Senior Manager, where required.

• Working with Operation team to facilitate payments, administer and monitor bank accounts where required.

• Monitoring diaries in the Client Connect system on a regular basis to ensure Perpetual Corporate Trust is executing its duties in a timely and appropriate manner and is compliant with all obligations.

• Liaising with external solicitors and the clients in connection with the performance of Agent and/or Trustee's duties and obligations.

• Reporting to Senior Management as soon as potentially adverse event is identified, and also formally on a periodic basis in accordance with Perpetual's policies.

• Assisting with administrative tasks such as client billing and accounts payable/receivable. 

• Assist Manager with the preparation and management of internal revenue, budgets and forecasts for client portfolio and business unit.

• Assisting other team members with projects or routine work required in Agency & Trustee business from time to time.

About you

To be considered for this opportunity, your qualifications, skills and experience could include:

• Business / accounting / economics / finance / law degree

• Minimum of 3+ years work experience with exposure to debt markets or financial services industry, ideally working in accounting or financial institution

• Understanding of the Australian Banking and payment system

• Knowledge of the Australian debt capital markets and ongoing regulatory developments

• Intermediate Excel skills (pivots, v-lookups, complex formulas, VBA)

• Background in Corporate Trust operations desirable.

We love hearing from people who are inspired to shape the future with us. If you're excited about this opportunity or about joining Perpetual Corporate Trust, we encourage you to apply.

How we work  

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.

Employee benefits

• Work from anywhere in Australia for up to one month each year

• An annual allowance to empower you to prioritise your personal wellbeing

• Study support and commitment to supporting professional development

Diversity and inclusion

• Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy

• A growing number of employee-led networks who work to raise awareness and drive continued change

• We support over 50 First Nations Communities, helping to secure the communities' future.  We encourage applications from Aboriginal and Torres Strait Islander People

We're 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.