At a Glance
- Tasks: Support trustee operations and client management while ensuring compliance and governance.
- Company: Join Perpetual Corporate Trust, a leading ASX-listed company in Australia.
- Benefits: Enjoy hybrid working, study support, and an annual wellbeing allowance.
- Other info: Inclusive workplace culture that celebrates diversity and encourages personal growth.
- Why this job: Gain hands-on experience in financial services and make a real impact.
- Qualifications: Strong organisation skills and ideally two years' experience in financial services.
The predicted salary is between 62100 - 75900 $ per year.
Build hands-on experience across wholesale trustee operations, compliance and client management.
Gain exposure to managed funds, fund structures and trustee obligations.
Work closely with clients and specialists across governance, custody, finance, risk and legal.
Join our Wholesale Trustee team and build your experience across trustee operations, compliance and client management. The team provides governance, compliance and establishment oversight for unregistered managed investment trusts and property or infrastructure holding structures.
As a Client Associate, you'll support the Client Management team across allocated clients and funds, helping to ensure trustee obligations and compliance requirements are completed accurately and on time. You'll work closely with clients while building your knowledge of fund structures and the legal, regulatory and operational frameworks that support them.
Your responsibilities will include:
- Manage allocated trustee activities and obligations in line with relevant policies and procedures.
- Monitor compliance requirements for allocated clients and funds, ensuring activities are completed accurately and on time.
- Process client and trust payments and expenses, including supporting trustee payment processing.
- Build strong operational relationships with clients and develop a working knowledge of clients supported by the team.
- Maintain accurate trustee obligations, client information and scheme records in Client Connect.
- Support finance activities including debtors, expenses, billing and the collection and collation of relevant data.
- Assist with CSA testing, board reporting packs, memos and ad hoc projects as required.
About you:
- You'll bring strong organisation and attention to detail, with the ability to manage competing priorities and work effectively with clients.
- Ideally around two years' experience in financial services or a related industry.
- Experience supporting client management or operational teams within financial services.
- Strong client service and relationship management skills.
- Knowledge of fund structures and experience within the managed funds industry, including areas such as custody, fund administration, registry, audit or investment operations.
- A legal background and/or knowledge of trusts, how they operate and trustee obligations would be highly desirable.
- Strong process and time management skills, with excellent attention to detail and the ability to prioritise multiple tasks.
- A degree in Law, Business, Accounting or Economics would be advantageous.
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.
Employee benefits:
- We're committed to supporting hybrid working with our philosophy balancing business client and individual needs with 2 - 3 + days in modern recently renovated office.
- 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.
Client Associate, Wholesale Trustee employer: Perpetual
Perpetual Wealth Management is an exceptional employer, offering a dynamic and inclusive work environment in the heart of Sydney. With a strong commitment to employee growth, you will have access to tailored onboarding plans and continuous improvement initiatives that empower you to make a meaningful impact. Join a team that values collaboration and celebrates diversity, ensuring that every employee can thrive in their career journey.
