Trustee & Settlements Operations Lead (Hybrid/Remote)

Nearheal; Sydney; Hybrid; AUD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive remuneration package

Wellbeing program

20 days annual leave

Flexible working arrangements

Job summary

IQ-EQ is a global investor services group providing administration, compliance, governance, data and reporting for investment managers, asset owners and global businesses. The role focuses on settlement operations, regulatory compliance and client data management within a collaborative, hybrid work environment across multiple jurisdictions.

You will work with Austraclear, Bloomberg and Zoho to support settlement, billing and onboarding, while maintaining strong stakeholder relationships and

Qualifications

• 5 years of experience in Financial Services, with securitisation operations experience advantageous but not essential.
• Degree in Business, Accounting, Economics, Law or related discipline.
• Excellent client relationship management skills and ability to build and maintain stakeholder relationships.
• Strong process management skills with the ability to prioritise tasks and drive operational efficiency.

Responsibilities

• Manage settlement of new warehouse and term deals via Austraclear or physical settlement methods, coordinating with Austraclear and Bloomberg to resolve queries.
• Calculate interest payments, investigate discrepancies, and maintain bond registers and PPSA registrations.
• Support AML/KYC inquiries and collaborate with Head of Compliance to manage compliance systems.
• Onboard and integrate new business opportunities, maintain client and operational data in Zoho, and build relationships with clients and service providers.
• Collaborate with finance and operations to ensure accurate client billing and provide backup to the AMAL Payments Team; contribute to project initiatives.

Skills

Client relationship management

Process management

Time management

Written and verbal communication

Attention to detail

Teamwork

Initiative

Education

Bachelor's degree in Business, Accounting, Economics, Law or related discipline

Tools

Austraclear

Bloomberg

Zoho

AML/KYC systems

Job description

IQ-EQ is a global investor services group providing administration, compliance, governance, data and reporting for investment managers, asset owners and global businesses. The role focuses on settlement operations, regulatory compliance and client data management within a collaborative, hybrid work environment across multiple jurisdictions.

You will work with Austraclear, Bloomberg and Zoho to support settlement, billing and onboarding, while maintaining strong stakeholder relationships and