Associate, Operations & Oversight

Equity Trustees; City of Melbourne; Hybrid; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Flexible/Hybrid working environment

16 weeks paid parental leave for the 주

Employee wellness program including健康/

Discounted health insurance

Employee assistance program

Volunteer and giving program

Top 30 Best Workplaces to Giveback 202

Job summary

Equity Trustees is seeking an Associate, Operations & Oversight in our Corporate Trustee Services team to support governance and administration of managed funds and client structures in Melbourne CBD. You will work with fund managers, custodians and service providers to ensure efficient operations and regulatory compliance.

This role offers a collaborative, flexible/hybrid working environment with opportunities to influence process improvements and operational risk management across the business.

Qualifications

• Experience within financial services, ideally in fund administration, custody, trustee services or investment operations.
• Understanding of managed funds and financial market operations.
• Strong analytical, problem-solving and organisational skills.
• High attention to detail and ability to manage multiple priorities and deadlines.
• Excellent written and verbal communication skills.
• Strong stakeholder management skills and the ability to build effective working relationships.
• Advanced proficiency in Microsoft Office applications, particularly Excel.
• A commitment to continuous improvement and identifying opportunities to enhance operational processes.
• Tertiary qualifications in Finance, Accounting, Commerce or Business will be highly regarded.

Responsibilities

• Coordinate custody account openings, maintenance requests and operational workflows for managed funds.
• Support the onboarding and establishment of managed investment schemes and client structures.
• Manage ongoing operational requirements, including market account renewals, regulatory registrations, tax documentation and tax reclaims.
• Coordinate fund-related payments and operational activities within agreed service standards.
• Act as a key point of contact for operational queries from internal and external stakeholders.
• Assist in monitoring service provider performance and following up outstanding operational matters.
• Maintain procedure documentation and contribute to process improvement and automation initiatives.
• Support operational risk management activities, including incident identification, escalation and remediation.
• Build and maintain strong relationships with stakeholders across the business and external service providers.
• Ensure compliance with relevant policies, legislation and risk management frameworks.

Skills

Financial services

Fund administration

Trustee services

Operations management

Stakeholder management

Analytical skills

Excel

Regulatory compliance

Education

Tertiary qualifications in Finance/Accounting/Commerce/Business

Tools

Excel

Job description

Join our Corporate Trustee Services team as an Associate, supporting the operational governance and administration of managed investment schemes and client structures.

We are seeking an Associate, Operations & Oversight to join our Corporate Trustee Services team. Reporting to the Senior Manager, Fund Operations, this role plays a key part in supporting the operational oversight, governance and administration of managed investment schemes and client structures. Working closely with fund managers, custodians, service providers and internal stakeholders, you will help ensure operational activities are delivered efficiently, regulatory obligations are met and clients receive exceptional service.

This is an excellent opportunity for someone looking to build their career within funds management and trustee services while contributing to operational excellence across the business.

Key Responsibilities

• Coordinate custody account openings, maintenance requests and operational workflows for managed funds.
• Support the onboarding and establishment of managed investment schemes and client structures.
• Manage ongoing operational requirements, including market account renewals, regulatory registrations, tax documentation and tax reclaims.
• Coordinate fund-related payments and operational activities within agreed service standards.
• Act as a key point of contact for operational queries from internal and external stakeholders.
• Assist in monitoring service provider performance and following up outstanding operational matters.
• Maintain procedure documentation and contribute to process improvement and automation initiatives.
• Support operational risk management activities, including incident identification, escalation and remediation.
• Build and maintain strong relationships with stakeholders across the business and external service providers.
• Ensure compliance with relevant policies, legislation and risk management frameworks.

Join our Corporate Trustee Services team as an Associate, supporting the operational governance and administration of managed investment schemes and client structures.

We are seeking an Associate, Operations & Oversight to join our Corporate Trustee Services team. Reporting to the Senior Manager, Fund Operations, this role plays a key part in supporting the operational oversight, governance and administration of managed investment schemes and client structures. Working closely with fund managers, custodians, service providers and internal stakeholders, you will help ensure operational activities are delivered efficiently, regulatory obligations are met and clients receive exceptional service.

This is an excellent opportunity for someone looking to build their career within funds management and trustee services while contributing to operational excellence across the business.

Key Responsibilities

• Coordinate custody account openings, maintenance requests and operational workflows for managed funds.
• Support the onboarding and establishment of managed investment schemes and client structures.
• Manage ongoing operational requirements, including market account renewals, regulatory registrations, tax documentation and tax reclaims.
• Coordinate fund-related payments and operational activities within agreed service standards.
• Act as a key point of contact for operational queries from internal and external stakeholders.
• Assist in monitoring service provider performance and following up outstanding operational matters.
• Maintain procedure documentation and contribute to process improvement and automation initiatives.
• Support operational risk management activities, including incident identification, escalation and remediation.
• Build and maintain strong relationships with stakeholders across the business and external service providers.
• Ensure compliance with relevant policies, legislation and risk management frameworks.

What You'll Need to Succeed

• Experience within financial services, ideally in fund administration, custody, trustee services or investment operations.
• Understanding of managed funds and financial market operations.
• Strong analytical, problem-solving and organisational skills.
• High attention to detail and ability to manage multiple priorities and deadlines.
• Excellent written and verbal communication skills.
• Strong stakeholder management skills and the ability to build effective working relationships.
• Advanced proficiency in Microsoft Office applications, particularly Excel.
• A commitment to continuous improvement and identifying opportunities to enhance operational processes.
• Tertiary qualifications in Finance, Accounting, Commerce or Business will be highly regarded.

What We Can Offer You

• A warm, open, and supportive culture
• An attractive remuneration package, including reward and recognition programs
• An employee wellness program, including discounted health insurance and an employee assistance program
• A workplace volunteering and giving program to enable you to help others in the community
• We are proud to be part of the Top 30 Best Workplaces to Giveback 2024
• Discounted tax and estate planning services
• 16 weeks paid parental leave for the primary carerGreat central CBD location, modern office fit-out and end-of-trip facilities
• Flexible/Hybrid working environment

About Us - Trusted Since 1888

Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for future generations. As a trustee company, we are responsible for always acting in our clients' best interests, ensuring they feel safe, valued, and cared for.

We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.