Unit Trust

SydneyAsset ManagementPermanentThe Managed Funds Account Manager is responsible for assisting the Team Leader and Manager with making sure the team functions smoothly and the daily tasks of the team are delivered on time.The team is responsible for end-to-end processes for Managed Fund investments including trade processing, distributions, management fee...

Sydney- Asset Management- PermanentThe Unit Trust Administrator is responsible for all aspects of Unlisted Unit Trust (UUT) transaction processing to provide accounting and valuation services for all clients in Australia who hold UUT positions.Responsibilities Reconciling accounting and stock positions to statements Assisting directly with clients,...

Sydney- Asset Management- Contract or TemporaryThe UUT / Managed Funds Account Manager is responsible for assisting the Team Leader and Manager with making sure the team functions smoothly and the daily tasks of the team are delivered on time.This is an initial contract role out till December 2021.The team is responsible for end-to-end processes for Managed...

Sydney- Asset Management- Contract or TemporaryThe team is responbile for sending trade instructions out to the market in a timely and correct manner on behalf of the Company's clients.Responsible for end to end processes for UUTs:Ensuring the settlement of these trades both financially and in the accounting system Trade Management Month End reporting...

SydneyAsset ManagementPermanentThe Unit Trust Operations Associate is responsible for assisting the Team Manager with making sure the team functions smoothly and the daily tasks of the team are delivered on time.The team is responsible for end-to-end processes for Unit Trust investments including trade processing, distributions, management fee rebate,...

SydneyAsset ManagementPermanentThe Unit Trust Operations Associate is responsible for assisting the Team Manager with making sure the team functions smoothly and the daily tasks of the team are delivered on time.The team is responsible for end-to-end processes for Unit Trust investments including trade processing, distributions, management fee rebate, month...

SydneyAsset ManagementPermanentThe Unit Trust Operations Associate is responsible for assisting the Team Manager with making sure the team functions smoothly and the daily tasks of the team are delivered on time.The team is responsible for end-to-end processes for Unit Trust investments including trade processing, distributions, management fee rebate,...

Sydney- Funds Management- PermanentThe Unit Trust Operatiosn Associate is responsible for assisting the Team Manager with making sure the team functions smoothly and the daily tasks of the team are delivered on time.The team is responsible for end-to-end processes for Unit Trust investments including trade processing, distributions, management fee rebate,...

Sydney- Asset Management- PermanentThis role is focused on leading the operational team of twelve staff. The manager must proactively support other divisions of the business and client contact is an important aspect of the role. The role will work across the operational business lines in reviewing existing operational controls, providing input to...

Walsh Bay Partners’ (WBP) mission is to help families develop and implement strategies that use wealth to create enduring financial and emotional wellbeing for current and subsequent generations, and also for the broader community. We provide strategic advice on investments, next gen development, estate, family law, succession, M&A, tax and philanthropy...

SydneyAsset ManagementContract or TemporaryThe Client Manager is responsible for providing support to the Client Management team and deliver superior client service, ensuring all trustee obligations/operational activities are met in a timely manner Ideal candidates will have 3+ years in unit trust, managed funds, registry or client services experience from...

SydneyAsset ManagementContract or TemporaryThe Client Manager is responsible for providing support to the Client Management team and deliver superior client service, ensuring all trustee obligations/operational activities are met in a timely manner Ideal candidates will have 3+ years in unit trust, managed funds, registry or client services experience from...

SydneyAsset ManagementContract or TemporaryThe Client Manager is responsible for providing support to the Client Management team and deliver superior client service, ensuring all trustee obligations/operational activities are met in a timely manner.Ideal candidates will have 3+ years in unit trust, managed funds, registry or client services experience from...

SydneyAsset ManagementContract or TemporaryThe Client Service Manager is responsible for managing all aspects of a portfolio of clients in order to build and maintain effective client relationships  and deliver superior client service, ensuring all trustee obligations/operational activities are met in a timely manner.This role will be hired as an initial 3...

SydneyAsset ManagementContract or TemporaryThe Client Service Manager is responsible for managing all aspects of a portfolio of clients in order to build and maintain effective client relationships  and deliver superior client service, ensuring all trustee obligations/operational activities are met in a timely manner.This role will be hired as an initial 3...

SydneyAsset ManagementContract or TemporaryThe Client Account Manager is responsible for managing all aspects of a portfolio of clients in order to build and maintain effective client relationships  and deliver superior client service, ensuring all trustee obligations/operational activities are met in a timely manner.Ideal candidates will have around 5+...

SydneyAsset ManagementContract or TemporaryThe Client Account Manager is responsible for managing all aspects of a portfolio of clients in order to build and maintain effective client relationships  and deliver superior client service, ensuring all trustee obligations/operational activities are met in a timely manner.Ideal candidates will have around 5+...

Are you looking to join a firm where client feedback is encouraged and become part of a culture that is always looking to improve on our client service Focus on career development and opportunity Flexible work life balance – Home and office Client Choice award winners As members of HLB International and one of the fast-growing dynamic networks, HLB Mann...

Are you looking to join a firm where client feedback is encouraged and become part of a culture that is always looking to improve on our client serviceFocus on career development and opportunity Flexible work life balance – Home and office Client Choice award winners As members of HLB International and one of the fast-growing dynamic networks, HLB Mann...

Are you looking to join a firm where client feedback is encouraged and become part of a culture that is always looking to improve on our client service Focus on career development and opportunity Flexible work life balance – Home and office Client Choice award winners As members of HLB International and one of the fast-growing dynamic networks, HLB Mann...