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Client Associate, Managed Funds Services
Jobs
#713386
Full Time
Job Description
Enjoy up to six weeks of leave plus an annual wellbeing allowance to support your health and lifestyle
Modern, centrally located CBD offices with easy access to public transport
Hybrid working model with 2 work from home days each week
Be part of a brand recognised as Trustee of the Year for ten consecutive years
Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.
This is an exciting opportunity to become part of the Managed Funds Services within Perpetual Corporate Trust (PCT) a specialist business within the Perpetual Group. Perpetual Corporate Trust (PCT), is a leading fiduciary, custody, digital and markets business. With operations across Australia and Singapore, we support domestic and global managed funds, banking and financial services organisations, government bodies and sovereign wealth funds, and not-for-profits.
About the Role
In the role as Client Associate you will be responsible for providing support to the Client Management team and delivering superior client service, ensuring all trustee obligations/operational activities are met in a timely manner and in compliance with Perpetual policies.
Key Responsibilities
As a Client Associate at Perpetual Corporate Trust, you will:
Undertake assigned activities to ensure full compliance with trust obligations
Administer trustee activities in accordance with policies and procedures
Develop a sound understanding of the legal, regulatory and operational frameworks in place that govern funds
Administer client/trust payments and expenses
Monitor and complete all compliance requirements for allocated clients/funds
Assist with covering trustee payment processing
Build & maintain operational relationships with allocated clients
Ensure working knowledge of all clients “owned” by the team to provide back-up and operational flexibility
Involvement in ad-hoc projects as required
Manage and complete all allocated trustee obligations in compliance management system (ClientConnect) in a timely manner
Assist with maintenance of data in ClientConnect
Assist in managing finance matters including debtors, expenses and billing across the client management team including the collection and collation of data required
Assist in the preparation of board reporting packs/memos
Maintain key scheme document records in accordance with Policy requirements, including maintaining central unit registry for wholesale trusts.
About you
We’re interested in hearing from people who have:
Minimum 2 years’ experience in Financial Services or related experience
Experience supporting client management or operational teams within financial services
Legal background and/or knowledge of trusts and how they operate and trustee obligations (highly desirable)
Knowledge of fund structures and experience within the managed funds industry (including custody, fund administration, registry, audit, investment operations)
Prior experience within commercial property, corporate banking, accounting or tax highly desirable
Excellent client management skills and relationship management experience
Ability to manage and prioritise multiple tasks
Strong attention to detail.
We love hearing from people who are inspired to shape the future with us. If you're excited about this opportunity or about joining Perpetual Corporate Trust, we encourage you to apply.
How we work
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.
Employee benefits
Work from anywhere in Australia for up to one month each year
An annual allowance to empower you to prioritise your personal wellbeing
Study support and commitment to supporting professional development
Diversity and inclusion
Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
A growing number of employee-led networks who work to raise awareness and drive continued change
We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People
We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.
Modern, centrally located CBD offices with easy access to public transport
Hybrid working model with 2 work from home days each week
Be part of a brand recognised as Trustee of the Year for ten consecutive years
Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.
This is an exciting opportunity to become part of the Managed Funds Services within Perpetual Corporate Trust (PCT) a specialist business within the Perpetual Group. Perpetual Corporate Trust (PCT), is a leading fiduciary, custody, digital and markets business. With operations across Australia and Singapore, we support domestic and global managed funds, banking and financial services organisations, government bodies and sovereign wealth funds, and not-for-profits.
About the Role
In the role as Client Associate you will be responsible for providing support to the Client Management team and delivering superior client service, ensuring all trustee obligations/operational activities are met in a timely manner and in compliance with Perpetual policies.
Key Responsibilities
As a Client Associate at Perpetual Corporate Trust, you will:
Undertake assigned activities to ensure full compliance with trust obligations
Administer trustee activities in accordance with policies and procedures
Develop a sound understanding of the legal, regulatory and operational frameworks in place that govern funds
Administer client/trust payments and expenses
Monitor and complete all compliance requirements for allocated clients/funds
Assist with covering trustee payment processing
Build & maintain operational relationships with allocated clients
Ensure working knowledge of all clients “owned” by the team to provide back-up and operational flexibility
Involvement in ad-hoc projects as required
Manage and complete all allocated trustee obligations in compliance management system (ClientConnect) in a timely manner
Assist with maintenance of data in ClientConnect
Assist in managing finance matters including debtors, expenses and billing across the client management team including the collection and collation of data required
Assist in the preparation of board reporting packs/memos
Maintain key scheme document records in accordance with Policy requirements, including maintaining central unit registry for wholesale trusts.
About you
We’re interested in hearing from people who have:
Minimum 2 years’ experience in Financial Services or related experience
Experience supporting client management or operational teams within financial services
Legal background and/or knowledge of trusts and how they operate and trustee obligations (highly desirable)
Knowledge of fund structures and experience within the managed funds industry (including custody, fund administration, registry, audit, investment operations)
Prior experience within commercial property, corporate banking, accounting or tax highly desirable
Excellent client management skills and relationship management experience
Ability to manage and prioritise multiple tasks
Strong attention to detail.
We love hearing from people who are inspired to shape the future with us. If you're excited about this opportunity or about joining Perpetual Corporate Trust, we encourage you to apply.
How we work
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.
Employee benefits
Work from anywhere in Australia for up to one month each year
An annual allowance to empower you to prioritise your personal wellbeing
Study support and commitment to supporting professional development
Diversity and inclusion
Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
A growing number of employee-led networks who work to raise awareness and drive continued change
We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People
We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.
