Trustee Services Manager - Flexible Growth Focus

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 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.