Associate / Senior Associate, Trustee and RE Solutions

The SILC Group; Melbourne; On-site; AUD 110,000 - 140,000; Full time

Job summary

The SILC Group is seeking an Associate or Senior Associate to join the Group’s Trustee and Responsible Entity Solutions team in Melbourne. The role offers exposure to fund establishment, trustee oversight, governance and ongoing fund operations within a growing financial services group.

You will work closely with the Head of Trustee and RE Solutions and broader SILC team, with the opportunity to take ownership of complex mandates and stakeholder relationships as you progress to Senior Associate.

Qualifications

• Experience in financial services, funds management, trustee services, or fund administration.
• Strong attention to detail and disciplined record keeping.
• Proactive, accountable and solutions-focused approach.
• Ability to manage competing priorities in a regulated environment.
• Excellent written and verbal communication.

Responsibilities

• Support and, where appropriate, lead responses to client requests and day-to-day queries.
• Coordinate with investment managers, legal advisers, administrators and other service providers to deliver timely operational outcomes.
• Assist with fund establishment, onboarding and implementation workstreams.
• Support the preparation and review of fund documents, including trust deeds and information memoranda.
• Monitor establishment milestones and follow up outstanding deliverables.
• Review transaction documentation and support settlement execution.
• Maintain accurate records of trustee decisions and operational activities.
• Assist with monitoring funds against governing documents and regulatory requirements.
• Support governance records, incident registers and audit requests.
• Identify issues and elevate them with context.
• Contribute to process and control improvements.
• Collaborate with multiple SILC teams to ensure seamless service delivery.

Skills

Financial services experience

Attention to detail

Strong communication

Proactive problem solving

Regulatory/compliance mindset

Stakeholder management

Collaborative mindset

Independence in managing workstreams

Client service orientation

Education

Relevant tertiary qualifications in law, commerce, accounting, finance or related discipline

Job description

We are seeking a proactive and commercially minded Associate or Senior Associate to join the Group’s Trustee and Responsible Entity Solutions team.

We are intentionally open to appointing at either Associate or Senior Associate level. The final level will reflect the successful candidate’s experience, technical capability, judgement and ability to manage workstreams independently.

The key for us is finding the right person with the right attitude. We value ownership, accountability, sound judgement, attention to detail and a genuine willingness to learn and contribute. You may be an Associate ready to accelerate your development or a Senior Associate looking to take greater ownership of complex mandates and stakeholder relationships.

Based primarily in our Melbourne CBD office, the role offers broad exposure across fund establishment, transaction execution, trustee oversight, governance and ongoing fund operations within a growing financial services group.

About the Business

The SILC Group is a specialised financial solutions group headquartered in Melbourne CBD. We provide bespoke solutions to wholesale private, commercial and institutional clients across a range of asset classes and sectors, with a strong focus on alternatives.

The Group operates across three core divisions: portfolio solutions, capital solutions and digital solutions.

What you will do

You will work closely with the Head of Trustee and RE Solutions and broader SILC team to support the delivery of trustee and responsible entity services.

Key duties and areas of responsibility include:

• Support and, where appropriate, lead responses to client requests and day-to-day queries.
• Coordinate with investment managers, legal advisers, administrators and other service providers to deliver timely operational outcomes.
• Assist with fund establishment, onboarding and implementation workstreams.
• Support the preparation and review of fund documents, including trust deeds, information memoranda and operational workflows.
• Monitor establishment milestones and proactively follow up outstanding deliverables.
• Process Proper Instructions and related trustee activities in accordance with SILC policies and procedures.
• Review transaction documentation and support settlement execution.
• Maintain accurate records of trustee decisions, instructions and operational activities.
• Assist with monitoring funds against governing documents, client mandates, regulatory requirements and SILC policies.
• Support compliance reviews, incident registers, reporting obligations, audit requests and governance records.
• Identify operational, governance or compliance issues and elevate them promptly with appropriate context.
• Contribute to the development and improvement of processes, controls, checklists, templates and operating procedures.
• Work collaboratively with Trustee Solutions, Fund Administration, Risk & Compliance, Legal and Accounting teams.
• Contribute positively to a professional, accountable and compliance-aware team culture.

At Senior Associate level, you will also be expected to:

• Take greater ownership of assigned mandates and workstreams.
• Manage more complex trustee, transaction and stakeholder matters.
• Act as a key relationship contact for assigned clients and external stakeholders.
• Apply sound judgement, recommend next steps and elevate material risks early.
• Support the training and development of Associates and junior team members.
• Help lift operating standards and drive process and control improvements.

What we are looking for

• Experience in financial services, funds management, trustee services, responsible entity operations, custody, investor relations, trust administration or fund administration.
• An understanding of trustee, responsible entity, managed investment scheme and fund administration concepts, or a demonstrated ability to develop this capability quickly.
• Strong attention to detail and a commitment to accurate documentation and disciplined record keeping.
• A proactive, accountable and solutions-focused approach.
• Sound judgement and the confidence to elevate issues early with relevant context.
• Strong written and verbal communication skills.
• The ability to manage competing priorities within a regulated and compliance-focused environment.
• High integrity and a commitment to professional client service.
• A collaborative mindset and willingness to contribute beyond assigned tasks.
• Exposure to alternative assets, including private credit, property, private equity or venture capital, will be viewed favourably.

For appointment at Senior Associate level, we expect demonstrated experience managing workstreams independently, reviewing transaction documentation, coordinating stakeholders and supporting junior team members.

You do not need to meet every criterion. If you have relevant foundations, the right attitude and the capacity to grow, we encourage you to apply.

Preferred Qualifications

• Relevant tertiary qualifications in law, commerce, accounting, finance or a related discipline.
• Experience within an AFSL-regulated financial services environment.
• Experience with managed investment schemes, trustee operations or responsible entity services.
• Familiarity with fiduciary governance, risk management and regulatory compliance frameworks.
• Opportunity to develop broad, practical experience across trustee and responsible entity solutions.
• Exposure to fund establishment, transactions, governance, compliance and ongoing fund operations.
• Opportunity to work across a range of alternative asset classes and client mandates.
• Direct engagement with experienced industry professionals and external stakeholders.
• Meaningful scope to take ownership, build technical capability and progress within the Group.
• Professional, high-standards culture with a strong focus on accountability and client service.
• Collaborative environment with long-term growth opportunities.