Trustee Services Associate: Compliance & Onboarding

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 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