Client Manager - Sydney, Australia - Perpetual Limited

Perpetual Limited
Perpetual Limited
Verified Company
Sydney, Australia

5 days ago

Olivia Brown

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Olivia Brown

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Description
2 Permanent Full Time Positions based at 123 Pitt Street, Sydney- More time off for the things that matter - Up to 6 weeks' leave- Work where we work best - Hybrid office/work-from-home environment


Our corporate trust business is a leading provider of fiduciary and digital solutions to the banking and financial services industry in Australia and Singapore.

It administers securitisation portfolios, investment and debt structures to protect the interests of our clients' investors.

Corporate trust supports clients locally and overseas with a unique offering through five key service offerings:

Debt Market Services; Managed Fund Services; Perpetual Asia, headquartered in Singapore; Perpetual Digital, which provides data services and software-as-a-service products; and Laminar Capital, which provides fixed income dealing, treasury and advisory services to government organisations, superannuation funds, local councils, ADIs, not-for-profits, wealth managers and sophisticated investors.


As Client Manager, you will be responsible for managing all aspects of a portfolio of clients in order to build and maintain effective client relationships in a manner that complies with the law, scheme/trust documentation, regulatory framework, Perpetual policies and procedures and applicable industry practice to ensure superior client service.

About the role

As a Client Manager at Perpetual Corporate Trust you will:

  • Complete relevant fund obligations applicable to the role of trustee and responsible entity for a portfolio of registered and unregistered trusts
  • Ensure timeliness of all scheme regulatory lodgements
  • Assist the Senior Manager and Senior Client Manager to ensure compliance is managed appropriately in accordance with compliance plan controls
  • Coordinate and manage updates to scheme documents including PDS updates and service provider agreements.
  • Participate in disclosure document and fund promotion material due diligence
  • Assist Governance Manager in monitoring service providers including; investment managers, custodians/prime brokers, registries and administrators
  • Assist with the on-boarding and integration of new business
  • Manage the off-boarding of schemes that are winding up
  • Regular client liaison (meetings and phone)
  • Develop & maintain operational relationships with key clients and service providers
  • Maintain and manage delivers as per Perpetual's internal compliance and risk recording systems
  • Present at the RE board and Compliance Committee meetings as and when required
  • Manage and oversee the billing for assigned clients
  • Review regular reports received by each client for compliance with scheme/trust reporting and disclosure requirements
  • Escalate any legal/regulatory red flags to senior members of the Client Management Team
  • Ensure all regulatory lodgements (annual financial statements, tax returns and annual distributions) completed at year end in a timely manner in accordance with Perpetual policies and procedures
  • Assist Relationship Manager and Risk Manager with annual compliance plan audit and any other risk or regulatory related audit or review
  • Oversee and coordinate the production of annual regulatory reporting including Financial Statements


About you- Business/accounting/economics/law degree desirable- Any tertiary qualification is acceptable with appropriate experience- Minimum 3 years' experience in operating or providing services to a registered or unregistered trust- Working knowledge of the managed funds industry and operational experience (custody, administration, registry, audit, investment operations) relating to managed investment schemes is highly regarded- Strong client management and process management skills.


Opening Date:
Friday, 12th of April 2024

Closing Date:
Friday, 10th of May 2024

Behaviours

  • Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.
  • 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
  • Access to LinkedIn learning, study support and commitment to supporting professional development
  • Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks' secondment with JawunDiversity and inclusion
  • WGEA Employer of Choice for gender equality since 201
  • Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
  • A growing number of employeeled networks who work to raise awareness and drive continued change
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