Client Manager – Perpetual Corporate Trust - Sydney, Australia - Perpetual Limited

Description

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Client Manager – Perpetual Corporate Trust

• 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 Jawun

Diversity and inclusion

• WGEA Employer of Choice for gender equality since 2018
• 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 Indigenous communities through Native Title Trusts, helping to secure the communities future. We encourage applications from Aboriginal and Torres Strait Islander People.

We are committed to creating an inclusive workplace where diversity is celebrated and welcome applications from people from all backgrounds and communities. Our goal is to provide a work environment that enables you to thrive, whatever your circumstances.

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About Us

Perpetual is an ASX-listed, diversified financial services company which has been serving clients since 1886.

Across our four business divisions - Perpetual Asset Management Australia, Perpetual Asset Management International, Perpetual Private and Perpetual Corporate Trust - we aim to protect and grow our clients' wealth, knowing that by doing so we can make a difference in their lives.

Trust is earned, every day.

We have been earning the trust of our clients for more than 130 years and pride ourselves on our long-standing client relationships - some of which span five generations.

Our People

Each and every day our people bring to life our enterprise behaviours – Stretch, Own It, and Make an Impact. The Perpetual team is diverse, expert and driven by the belief that we can make a difference in the lives of our clients. We value integrity, skill and teamwork and seek to find the best in each individual. Our reward is personal and professional development and the pride that comes from doing the best for our clients.

Our History

In 1885, a committee of business and professional people, including future Prime Minister, the Honourable Sir Edmund Barton, gathered in Sydney for the purpose of forming a trustee company. Perpetual Trustee Company Limited was formed on 28 September 1886 and since then has been entrusted by generations of Australians to manage, grow and protect their wealth.

Through wars, recessions and financial crises, we have continually evolved to meet the challenges of constant social, technological and economic change. Our core values and financial principles have endured through time and will continue to endure.