Relationship Associate

Equity Trustees Ltd; Melbourne; Hybrid; AUD 70,000 - 95,000; Full time

Benefits offered by this job

Wellness program

Volunteer program

Top 30 Best Workplaces to Giveback 202

Hybrid work arrangement

Discounted health insurance

Job summary

Equity Trustees Ltd in Melbourne is seeking a proactive Relationship Associate to join our Relationships & Oversight Team. You will deliver administrative excellence while supporting the management of client and service provider relationships across listed and unlisted products.

You will understand stakeholder expectations, help resolve issues, assist in fund transitions, and prepare submissions for internal committees, contributing to governance and continuous improvement in our financial

Qualifications

• Tertiary qualification in Business, Finance, or equivalent.
• Basic knowledge of the financial services industry.
• Knowledge of the managed funds industry with listed and unlisted products.
• Strong understanding of complex and growing organisational matters.
• Basic understanding of corporate governance and risk management.
• Ability to manage and prioritise workload and support company growth.
• Basic knowledge of the Corporations Act and ASIC requirements for managed funds (highly regarded).
• Understanding of governance requirements to support the Relationship Managers in performing their duties (highly regarded).

Responsibilities

• Understand key stakeholders and company expectations
• Resolve Client and Service Provider issues, escalating when necessary
• Assist in Fund transition, termination, and Accounts receivable processes
• Prepare submissions for internal committees and act as a delegate as needed
• Assist with the execution of Fund documents and contracts in line with policy
• Contribute to system and process enhancements, striving for continuous improvement

Skills

Stakeholder management

Workload prioritisation

Governance & risk

Financial services knowledge

Communication skills

Education

Bachelor's degree in Business, Finance or equivalent

Job description

Are you ready to take your career to the next level? Are you passionate about providing exceptional support and ensuring smooth client experiences in the financial services industry? If so, we have an incredible opportunity waiting for you at Equity Trustees as a Relationship Associate. At Equity Trustees, we're looking for someone who thrives on delivering administrative excellence while understanding the intricacies of managing relationships in the financial sector. As a Relationship Associate, you will play a vital role in our Relationships & Oversight Team, where you'll have the chance to make a real impact on our clients and the success of our listed and unlisted products.

About the role:

• Understand key stakeholders and company expectations
• Resolve Client and Service Provider issues, escalating when necessary
• Assist in Fund transition, termination, and Accounts receivable processes
• Prepare submissions for internal committees and act as a delegate as needed
• Assist with the execution of Fund documents and contracts in line with policy
• Contribute to system and process enhancements, striving for continuous improvement

What you'll need to succeed:

• Tertiary qualification in Business, Finance, or equivalent
• Basic knowledge of the financial services industry
• Knowledge of the managed funds industry with listed and unlisted products
• Strong understanding of complex and growing organisational matters
• Basic understanding of corporate governance and risk management.
• Ability to manage and prioritise workload and support company growth
• Basic knowledge of the Corporations Act and ASIC requirements for managed funds (highly regarded)
• Understanding of governance requirements to support the Relationship Managers in performing their duties (highly regarded)

What we offer:

• A warm, open, and supportive culture
• An attractive remuneration package, including reward and recognition programs
• An employee wellness program, including discounted health insurance and an employee assistance program
• A workplace volunteering and giving program to enable you to help others in the community
• We are proud to be part of the Top 30 Best Workplaces to Giveback 2025
• Discounted tax and estate planning services
• 16 weeks paid parental leave for the primary carer
• Great central CBD location, modern office fit-out and end-of-trip facilities
• Flexible/Hybrid working environment

About Us - Trusted Since 1888

Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for future generations. As a trustee company, we are responsible for always acting in our client's best interests, ensuring they feel safe, valued, and cared for.

We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.