Client Associate, Wholesale Trustee - Perpetual Corporate Trust
Client Associate, Wholesale Trustee - Perpetual Corporate Trust Apply locations Sydney time type Full time posted on Posted 2 Days Ago job requisition id R7800
Perpetual Corporate Trust - Trustee of the Year for the past 9 years
More Time Off for What Matters: Enjoy up to 6 weeks of leave
Flexible Work Environment: Work where we work best - whether in the office or from home
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.
Perpetual Corporate Trust (PCT), a specialist business within the Perpetual Group, is a leading fiduciary, custody and digital business in Australia, with operations in Singapore.
We provide a unique range of products to help clients, and the industry, be more effective, efficient and economical while managing ever-increasing cyber security risks and maintaining compliance. Domestic and global financial institutions leverage our corporate strength, commercial approach, risk and compliance practices, expertise and service excellence in debt markets, managed funds and digital solutions to enable our clients success.
This is an exciting opportunity to be part of the wider Fiduciary and Managed Fund Solutions Team within Perpetual Corporate Trust. In the role as Client Associate you will be 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 and in compliance with Perpetual policies.
About the role
As a Client Associate at Perpetual Corporate Trust, you will:
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.
Act in accordance with Perpetual's goals & values
Administer client/trust payments and expenses
Monitor and complete all compliance requirements for allocated clients/funds
Manage payments with internal and external custodians
Build & 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 (ClientConnect) in a timely manner
Assist with maintenance of data in 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 document records in accordance with Policy requirements, including maintaining central unit registry for wholesale trusts.
About you
Minimum 2 years' experience in Financial Services or related experience
Legal background and/or knowledge of trusts and how they operate (highly desirable)
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.
