Manager, Trustee Services

One Investment Group, Australia; Sydney; On-site; AUD 70,000 - 110,000; Full time

Benefits offered by this job

Salary & benefits

Professional environment

On-the-job training

Flexible working

Top investment managers

CBD location

Job summary

One Investment Group is seeking a motivated individual to join the Trustee Services team in Sydney. You will manage a portfolio of trust clients, ensure regulatory compliance and coordinate with legal teams and service providers.

The role requires collaboration with risk and compliance and a proactive approach to client service. The ideal candidate has a degree in a relevant field and 3–5 years in financial services, with strong Excel and communication skills to support a growing team in a

Qualifications

• Degree in finance, commerce, law or related field.
• Strong communication and client focus.
• Experience in financial services recommended.
• Ability to train and coach colleagues.

Responsibilities

• Assist with managing lifecycle of a portfolio of trust clients.
• Ensure compliance with risk and compliance framework.
• Monitor service providers and regulatory updates.
• Coordinate with internal/external legal teams on contracts.

Skills

Degree of finance/commerce/law

Strong communication

Team collaboration

Advanced Excel/Office

Education

Bachelor degree in Commerce/Finance/Law/Economics

Tools

Excel

Word

PowerPoint

Job description

One Investment Group is a rapidly growing business providing fiduciary and administration services to fund managers with a high level of dedication and solutions to meet its clients’ needs.

One Investment Group employs people who have professional aptitude and are determined to develop a successful career.We support employees who want to further their skills through ongoing training and education.

To support our continuing growth, OIG is seeking a highly motivated individual to join the Trustee Services Trust team who will report to a Senior Manager or Director Trustee Services and work closely with wider team on daily activities for all trustee related matters.

The Trustee Services team works with both domestic and international investment managers.

What we offer

• Competitive salary and benefits, commensurate with your qualifications and experience
• Opportunity to work in a professional, supportive and friendly work environment
• On-the-job training and development
• Flexible working arrangements
• Working with some of the leading investment managers
• Excellent CBD location with state-of-the art amenities

The position

Working collaboratively with the wider Trustee Services team you will:

• Assist with managing the lifecycle of a portfolio of trust clients (including responding to client requests);
• Work with the Trustee Services team members and risk and compliance to ensure compliance is managed appropriately in accordance with compliance plan controls;
• Work with the Trustee Services team members and risk and compliance to monitor service providers including; investment managers, custodians/administrators, registries and prime brokers;
• Manage regulatory and other product updates to scheme documents including PDS updates;
• Monitor the ongoing compliance with scheme documents including PDS and Constitutions and service provider agreements;
• Participate in the review of key fund documents (e.g., IMA, constitution and other agreements);
• Review and input on offer documents and application forms;
• Control the coordination between internal and external legal teams to review service provider agreements and other legal contracts;
• Ensure Fund transactions are executed effectively, efficiently and within the deadlines set;
• Assist with the on-boarding and integration of new business;
• Assist with payments on banking platforms; and
• Maintain relationships with key clients and service providers.

About you

The ideal candidate:

• is degree qualified in a relevant area of study;
• holds at least 3 to 5 years of relevant financial services experience;
• financial statements review experience;
• risk and compliance experience;
• experience with coaching and training colleagues;
• is collaborative and keen to support a growing team;
• wants to learn and contribute to the success of the team; and
• is an effective communicator.

What you’ll need to succeed

Applicants with the following skills and experience will be preferred:

• A Bachelor’s degree or similar - all relevant disciplines welcome (Commerce, Finance, Business, Economics or Law)
• An interest in the financial markets
• Be client focused
• Advanced Excel, Word and PowerPoint skills
• Strong verbal and written communication skills
• Fast learner, ability to handle stress in a fast paced environment
• Problem solving skills with the ability to work independently and as part of a team
• Must be committed and driven to achieving excellence for clients
• Pro-active and forward thinking
• Highly organised, able to prioritise and can manage multiple tasks with deadlines
• Able to demonstrate an analytical approach yet provide practical solutions to the business