Client Associate, Wholesale Trustee — Hybrid & Growth

Perpetual; Sydney; Hybrid; AUD 70.000 - 90.000; Vollzeit

Benefits dieser Stelle

Hybrid working

Work from anywhere in Australia for up

Wellbeing allowance

Study support and professional dev

Zusammenfassung

Perpetual Corporate Trust is seeking a Client Associate to join the Wholesale Trustee team. You will support the Client Management function across allocated clients and funds, helping ensure trustee obligations and compliance are completed accurately and on time.

You’ll gain hands-on exposure to fund structures, governance, custody, risk and legal, while building relationships with clients and specialists across finance and operations.

Qualifikationen

• Around two years' experience in financial services
• Experience supporting client management or operational teams
• Knowledge of fund structures and the managed funds industry
• Strong client service and relationship management skills
• Legal background or knowledge of trusts and trustee obligations (desirable)

Aufgaben

• Manage allocated trustee activities and obligations
• Monitor compliance requirements for allocated clients and funds
• Process client and trust payments and expenses
• Build strong client relationships and knowledge of supported funds
• Maintain trustee obligations, client information and scheme records
• Support finance activities including debtors and data collection
• Assist with testing, board reporting packs, memos and ad hoc projects

Kenntnisse

Strong organisation

Attention to detail

Client service

Relationship management

Time management

Ausbildung

Degree in Law/Business/Accounting/Economics

Jobbeschreibung

Perpetual Corporate Trust is seeking a Client Associate to join the Wholesale Trustee team. You will support the Client Management function across allocated clients and funds, helping ensure trustee obligations and compliance are completed accurately and on time.

You’ll gain hands-on exposure to fund structures, governance, custody, risk and legal, while building relationships with clients and specialists across finance and operations.