Associate, Agency & Trustee – Perpetual Corporate Trust

Perpetual Limited; Sydney; Hybrid; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work

Work from anywhere in Australia (up to

Wellbeing allowance

Study support

Professional development

Job summary

Perpetual Limited is seeking an Associate, Agency & Trustee within Perpetual Corporate Trust in Sydney. You will support management of a portfolio of clients where Perpetual acts as trustee of notes, agent and security trustee, working with clients, lawyers and internal teams to review structures and identify risks.

You’ll help facilitate payments, monitor accounts, and ensure trustee duties are performed accurately and on time.

Qualifications

• 3+ years of experience with exposure to debt markets or the financial services industry, ideally in accounting or a financial institution.
• Strong understanding of the Australian Banking and payments system is desirable.
• Intermediate Excel skills including pivots, v-lookups, complex formulas, and VBA.

Responsibilities

• Manage day-to-day relationships with clients and external service providers, responding promptly to requests.
• Support Facility Agent and Security Trustee transactions, including reviewing structures and negotiating documentation.
• Identify legal and operational risks and elevate onerous or non-standard terms for review.
• Collaborate with Operations to facilitate payments and monitor bank accounts as required.
• Monitor client obligations to ensure trustee duties are completed accurately and on time.
• Liaise with external lawyers and clients in performing Agent and Trustee duties and obligations.
• Escalate adverse events and support client billing, accounts receivable and team priorities.

Skills

Debt markets

Financial services

Excel VBA

Education

Business / accounting / economics / finance / law degree

Job description

• Build hands on experience across Agency and Trustee transactions
• Work directly with clients, lawyers and financial services specialists
• Develop your corporate trust expertise across varied client matters

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, 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.

About the Role

Join Perpetual Corporate Trust as an Associate, Agency & Trustee, supporting the management of a portfolio of clients and matters where Perpetual acts as trustee of notes, agent and security trustee. In this role, you’ll help manage client transactions and trustee obligations while working closely with clients, external lawyers, service providers and internal teams. You’ll review transaction structures and documentation, support payments and account monitoring, and help identify and elevate potential risks.

Key Responsibilities

• Manage day to day relationships with clients and external service providers, responding promptly to reasonable requests
• Support Facility Agent and Security Trustee transactions, including reviewing structures and negotiating documentation
• Identify legal and operational risks and elevate onerous or non standard terms for appropriate review
• Work with Operations to facilitate payments and monitor bank accounts where required
• Monitor client obligations to help ensure trustee duties are completed accurately and on time
• Liaise with external lawyers and clients in performing Agent and Trustee duties and obligations
• Escalate potentially adverse events and support client billing, accounts receivable and broader team priorities

About you

• Business / accounting / economics / finance / law degree
• Minimum of 3+ years work experiencewith exposure to debt markets or financial services industry, ideally working in accountingor financial institution
• Understanding of the Australian Banking and payment system
• Knowledge of the Australian debt capital markets and ongoing regulatory developments
• Intermediate Excel skills (pivots, v-lookups, complex formulas, VBA)
• Background in Corporate Trust operations desirable.

We love hearing from people who are inspired to shape the future with us. If you’re excited about this opportunity or about joining Perpetual Corporate Trust, we encourage you to apply.

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. 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.