Trust Operations Associate

Eticore Pty Ltd; Sydney; On-site; AUD 60,000 - 80,000; Full time

Job summary

Eticore Pty Ltd in Sydney is seeking a detail-focused administrator to support investor operations, processing payments, maintaining records, and managing regulatory searches. You will handle online banking payments, file uploads, and bank account establishment while keeping CRM and diary systems current.

The role demands meticulous process following, strong time management, and excellent written and verbal communication skills to meet tight deadlines in a fast-paced environment.

Qualifications

• Outstanding attention to detail; candidates will be tested.
• Ability to follow processes in sequence is essential.
• Basic to intermediate Microsoft Excel skills.
• Ability to work independently and take ownership of tasks.
• Ability to manage time effectively, handle competing priorities and meet strict deadlines.
• High level verbal and written communication skills.
• Ability to face challenges with a positive, forward-thinking attitude.

Responsibilities

• Online banking payments, file uploads and bank account establishment
• Processing investor applications, redemptions and transfers
• Maintaining CRM database
• Maintaining obligation diary system
• Maintain register of investors and associates information
• Preparation and distribution of statements, reports and notices
• Group email inbox management
• Electronic filing
• Undertake, review and document research in relation to clients and investors, including ASIC searches, website searches, verifying documentation received, and organisational charts

Skills

Attention to detail

Process adherence

Time management

Communication

Tools

Microsoft Excel

Job description

Fast-paced yet requiring attention to detail and logical thinking, a love for completing tasks efficiently and in accordance with mapped processes, and enjoyment in being highly productive and solutions-focused.

Eticore is a fast-growing company with opportunities for the right candidate. Eticore is a corporate trustee administering approx $12billion in fuds under management. We are known for our excellence in quality of output, bespoke and agile solutions for clients, consistency and accuracy of all work, and most importantly our ethical tone, values and transparency.

Key responsibilities

Online banking payments, file uploads and bank account establishment

Processing investor applications, redemptions and transfers

Maintaining CRM database

Maintaining obligation diary system

Maintain register of investors and associates information

Preparation and distribution of statements, reports and notices

Group email inbox management

Electronic filing

Undertake, review and document research in relation to clients and investors, including ASIC searches, website searches, verifying documentation received, and organisational charts

About you

Outstanding attention to detail - candidates will be tested on this

Ability to follow processes in sequence is essential

Basic to intermediate Microsoft Excel skills

Ability to work independently and take ownership of tasks

Ability to manage time effectively, handle competing priorities and meet strict deadlines

High level verbal and written communication skills

Ability to face challenges with a positive, forward-thinking attitude