Relationship Associate

2 weeks ago

Sydney, New South Wales, Australia Equity Trustees Full time

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Are you ready to take your career to the next level?
Are you passionate about providing exceptional support and ensuring smooth client experiences in the financial services industry?
If so, we have an incredible opportunity waiting for you at Equity Trustees as a Relationship Associate.
At Equity Trustees, we're looking for someone who thrives on delivering administrative excellence while understanding the intricacies of managing relationships in the financial sector.
As a Relationship Associate, you will play a vital role in our Relationships & Oversight Team, where you'll have the chance to make a real impact on our clients and the success of our listed and unlisted products.
About the role
Understand key stakeholders and company expectations
Resolve Client and Service Provider issues, escalating when necessary
Assist in Fund transition, termination, and Accounts receivable processes
Prepare submissions for internal committees and act as a delegate as needed
Assist with the execution of Fund documents and contracts in line with policy
Contribute to system and process enhancements, striving for continuous improvement
What you'll need to succeed
Tertiary qualification in Business, Finance, or equivalent
Basic knowledge of the financial services industry
Knowledge of the managed funds industry with listed and unlisted products
Basic understanding of corporate governance and risk management
Ability to manage and prioritise workload and support company growth
Basic knowledge of the Corporations Act and ASIC requirements for managed funds (highly regarded)
Understanding of governance requirements to support the Relationship Managers in performing their duties (highly regarded)
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 2022
Discounted tax and estate planning services
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, always acting in their best interests.
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 145 years strong - and growing.
Apply now to be part of a successful contemporary trustee company
Details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance
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