Manager, Trustee Services

One Investment Group; Sydney; On-site; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive salary and benefits

Flexible working arrangements

On-the-job training and development

Excellent CBD location

Friendly work environment

Job summary

One Investment Group is seeking a highly motivated Trustee Services professional in Sydney to support daily trust-related tasks and regulatory compliance. You will report to a Senior Manager or Director Trustee Services and collaborate with the wider team on client and provider governance.

The role involves managing portfolios, monitoring service providers, updating scheme documents, and maintaining strong client relations while contributing to onboarding and risk management efforts.

Qualifications

• Degree-qualified in Commerce, Finance, Business, Economics or Law.
• 3–5 years of relevant financial services experience.
• RG 146 and/or industry qualifications desirable.
• Financial statements review experience.
• Risk and compliance experience.
• Coaching and training colleagues.
• Collaborative and keen to support a growing team.
• Willing to learn and contribute to team success.
• Effective communicator.

Responsibilities

• Assist with managing the lifecycle of a portfolio of trust clients.
• Work with risk and compliance to ensure controls are in place.
• 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 ongoing compliance with scheme documents and service provider agreements.
• Participate in the review of key fund documents (IMA, constitution and other agreements).
• Review and input on offer documents and application forms.
• Coordinate between internal and external legal teams to review agreements.
• Ensure Fund transactions are executed effectively and within deadlines.
• Assist with onboarding and integration of new business.
• Assist with payments on banking platforms.
• Maintain relationships with key clients and service providers.

Skills

Financial services experience

Advanced Excel

Strong communication

Risk and compliance

Coaching and training

Analytical thinking

Organisational skills

Education

Bachelor's degree

Tools

Excel

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 thelifecycle 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,
• RG 146 and/or industry qualifications desirable,
• 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
• 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

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