Senior Associate, Wholesale Trustee– Perpetual Corporate Trust
2 weeks ago
12 month Max Term Contract
Flexible Work Environment: Work where we work best – whether in the office or from home.
Exposure to a diverse set of large Wholesale clients within the managed funds industry.
Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.
Following the completion of a comprehensive Strategic Review in May 2024, it was announced that Perpetual Limited will become a standalone Asset Management business, and has entered into an agreement with an affiliate of Kohlberg Kravis Roberts (KKR) who will acquire the Corporate Trust and Wealth Management businesses.
About the role
An exciting opportunity to be part of Perpetual Corporate Trust, in the role as Senior Client Associate. Our corporate trust business is a leading provider of fiduciary and digital solutions to the banking and financial services industry in Australia and Singapore. It administers securitisation portfolios, investment and debt structures to protect the interests of our clients’ investors. Corporate trust supports clients locally and overseas with a unique offering through five key service offerings: Debt Market Services; Managed Fund Services; Perpetual Asia, headquartered in Singapore; Perpetual Digital, and Laminar Capital.
In this role, you will be responsible for providing support to the Client Management team and delivering superior client service, ensuring all trustee obligations/operational activities are met in a timely manner and in compliance with Perpetual policies.
About the Role
As an Senior Associate, you will:
Assist the Client Managers and the Senior Client Managers in servicing the book of clients (and have the opportunity to manage your own small book)
Undertake assigned activities to ensure full compliance with trust obligations
Administer trustee activities in accordance with policies and procedures
Develop a sound understanding of the legal, regulatory and operational frameworks in place that govern funds
Monitor and complete all compliance requirements for allocated clients/funds
Manage payments with internal and external custodians
Build and maintain operational relationships with allocated clients
Ensure working knowledge of all clients “owned” by the team to provide back-up and operational flexibility
Involvement in ad-hoc projects as required
Complete CSA testing in accordance with the CSA testing cycle timeframes
Manage and complete all allocated trustee obligations in compliance management system in a timely manner
Assist with maintenance of data in compliance management system (ClientConnect)
Assist in managing finance matters; including debtors, expenses and billing across the client management team including the collection and collation of data required
Assist in the preparation of board reporting packs/memos
Maintain key scheme documents records in accordance with Policy requirements, including maintaining central unit registry for wholesale trusts.
About you
We’re looking for someone with:
Minimum 3-4years’ experience in Financial Services or related experience
Knowledge of fund structures and experience within the managed funds industry (including custody, fund administration, registry, audit, investment operations)
Prior experience within commercial property, corporate banking, accounting or tax highly desirable
Excellent client management skills and relationship management experience
Ability to manage and prioritise multiple tasks
Strong attention to detail.
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.
Access to LinkedIn learning, study support and commitment to supporting professional development.
We have partnered with Jawun for over 10 years supporting regional Indigenous organisations.
Diversity and inclusion
WGEA Employer of Choice for gender equality since 2018.
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.
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