Senior Client Associate - Perpetual Corporate Trust

• Flexible Work Environment: Work where we work best - whether in the office or from home.
• Opportunity to work for Perpetual Corporate Trust - Trustee of the year for the past 9 years.
• 12-month Max-Term contract opportunity
  

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.

An exciting opportunity to be part of the wider Managed Fund Services Team within Perpetual Corporate Trust. Perpetual Corporate Trust (PCT), a specialist business within the Perpetual Group, is a leading fiduciary, custody and digital business in Australia, with operations in Singapore. We provide a unique range of products to help clients, and the industry, be more effective, efficient and economical while managing ever-increasing cyber security risks and maintaining compliance. Domestic and global financial institutions leverage our corporate strength, commercial approach, risk and compliance practices, expertise and service excellence in debt markets, managed funds and digital solutions to enable our client's success.

As a Senior Associate, you'll play a key role in supporting our Client Management team. You'll help deliver exceptional service, ensure trustee obligations are met, and contribute to the smooth operation of managed fund services. This is a 12-month Max-Term contract opportunity.


About the Role

As a Senior Associate, you will:

• Assist the Client Managers and the Senior Client Managers in servicing the book of clients (and have the opportunity to manage your own small book)
  
• 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
  
• Monitor and complete all compliance requirements for allocated clients/funds
  
• Manage payments with internal and external custodians
  
• Build and 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
  
• Complete CSA testing in accordance with the CSA testing cycle timeframes
  
• Manage and complete all allocated trustee obligations in compliance management system in a timely manner
  
• Assist with maintenance of data in compliance management system (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 documents records in accordance with Policy requirements, including maintaining central unit registry for wholesale trusts.
  

About you

We're looking for someone with:

• Minimum 3-4 years' experience in Financial Services or related experience
  
• Excellent client management skills and relationship management experience
  
• Solid understanding of fund structures and the managed funds industry (custody, fund admin, registry, audit, investment operations).
  
• Prior experience within commercial property, corporate banking, accounting or tax highly desirable
  
• A keen eye for detail and the ability to juggle multiple priorities
  

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.