Trust Operations Assistant

Work in a vibrant, supportive environment for a forward-thinking and ethical company. The pace is fast, with the need for organised, efficient and productive people. Attention to detail and ability to take ownership of tasks is critical. You will be rewarded with a company and team that value you and provide you with opportunities for growth and career progression.

Purpose of the role

This position is responsible and accountable for:

• Delivering Eticore's trust operations duties on time and accurately;

• Communicating with stakeholders on matters relating to trust operations;

• Building the reputation of Eticore within the financial services and corporate trust industry, specifically in relation to client service, excellence in quality of output, bespoke and agile solutions for clients, consistency and accuracy of all work;

• Assisting business units across a range of operations-related projects and duties;

• Understanding and keeping up to date on Eticore's policies, goals, and ethos; and

• Adhering to and promoting Eticore's ethical tone, including ethical standards, corporate social responsibility and wellbeing of the community.

Key relationships and reporting structures

• The role reports to the Head of Trust Operations.

Deliverables

• Online banking payments, file uploads and bank account establishment

• Processing investor applications, redemptions and transfers

• Maintaining CRM database

• Maintaining obligation diary system

• Maintain register of investors and associates information

• Preparation and distribution of statements, reports and notices

• Group email inbox management

• Client liaison

• Electronic filing

• Undertake, review and document research in relation to clients and investors, including:

• ASIC searches

• Website searches

• Verifying documentation received

• Organisational charts

• Other tasks as required

• Assist in developing and documenting new procedures, and propose improvements to existing procedures

• Deliver trust operations services whilst ensuring risk management, exceptional customer service and efficiencies are prioritised and delivered.

Responsibilities

Relations with Eticore employees:

• Act in accordance with and continually reinforce Eticore's vision, mission and values to other employees; and

• Ensure ongoing compliance with Eticore's Code of Conduct and OH&S policies and procedures.

Communications:

• Provide ideas and advice to the Head of Trust Operations to aid in the development and operational improvement of Eticore's processes;

• Consistently present the organisation and its mission, values and services in strong, positive images to relevant stakeholders and the general public; and

• Undertake to represent the position and views of Eticore to all relevant internal and external stakeholders in a way that enhances the reputation of Eticore.

Corporate governance and risk management:

• Ensure all policies and procedures are adhered to at all times; and

• Maintain records and documents in accordance with the organisation's procedures and ensure compliance with all relevant legislation and regulation.

Essential knowledge, skills and qualifications

• Outstanding attention to detail;

• Basic to intermediate Microsoft Excel skills;

• Ability to work independently and take ownership of tasks;

• Ability to manage time effectively, handle competing priorities and meet strict deadlines;

• High level verbal and written communication skills;

• Ability to face challenges with a positive, forward-thinking attitude.

This role is Sydney based. Position is full-time however part time, minimum 3.5 days per week (arranged flexibly) will be considered.

About Eticore:

Eticore is a privately owned company operating in the corporate trust space, providing financial services for structured debt and managed investment vehicles, including management accounting and administration services. The Company was founded by Belinda Smith, who sought to create a corporate trust and financial services business that provided exceptional service, standards and culture, for all stakeholder, client, employees, shareholders and others alike. Eticore is an Australian company, funded by a number of shareholders who are passionate about sharing Belinda's vision, and providing the industry with a choice they believe to be superior.