Client Associate, Wholesale Trustee - Perpetual Corporate Trust

Perpetual; Sydney; Hybrid; AUD 70,000 - 90,000; Full time

Benefits offered by this job

Hybrid working

Work from anywhere in Australia for up

Wellbeing allowance

Study support and professional dev

Job summary

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.

Qualifications

• 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)

Responsibilities

• 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

Skills

Strong organisation

Attention to detail

Client service

Relationship management

Time management

Education

Degree in Law/Business/Accounting/Economics

Job description

Client Associate, Wholesale Trustee - Perpetual Corporate Trust

• Build hands on experience across wholesale trustee operations, compliance and client management
• Gain exposure to managed funds, fund structures and trustee obligations
• Work closely with clients and specialists across governance, custody, finance, risk and legal

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 our Wholesale Trustee team and build your experience across trustee operations, compliance and client management. The team provides governance, compliance and establishment oversight for unregistered managed investment trusts and property or infrastructure holding structures.

As a Client Associate, you'll support the Client Management team across allocated clients and funds, helping to ensure trustee obligations and compliance requirements are completed accurately and on time. You'll work closely with clients while building your knowledge of fund structures and the legal, regulatory and operational frameworks that support them.

Your responsibilities will include:

• Manage allocated trustee activities and obligations in line with relevant policies and procedures
• Monitor compliance requirements for allocated clients and funds, ensuring activities are completed accurately and on time
• Process client and trust payments and expenses, including supporting trustee payment processing
• Build strong operational relationships with clients and develop a working knowledge of clients supported by the team
• Maintain accurate trustee obligations, client information and scheme records in Client Connect
• Support finance activities including debtors, expenses, billing and the collection and collation of relevant data
• Assist with CSA testing, board reporting packs, memos and ad hoc projects as required.

About you

• You'll bring strong organisation and attention to detail, with the ability to manage competing priorities and work effectively with clients
• Ideally around two years' experience in financial services or a related industry
• Experience supporting client management or operational teams within financial services
• Strong client service and relationship management skills
• Knowledge of fund structures and experience within the managed funds industry, including areas such as custody, fund administration, registry, audit or investment operations
• A legal background and/or knowledge of trusts, how they operate and trustee obligations would be highly desirable
• Strong process and time management skills, with excellent attention to detail and the ability to prioritise multiple tasks
• A degree in Law, Business, Accounting or Economics would be advantageous.

We love hearing from people who are inspired to shape the future with us.

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.