- Assist the Senior Manager and the Senior Client Service Managers in servicing the book of wholesale trustee clients
- 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 & maintain operational relationships with allocated clients
- Ensure working knowledge of all clients "owned" by the team to provide backup and operational flexibility
- Involvement in ad-hoc projects as required
- Manage and complete all allocated trustee obligations in the compliance management system in a timely manner
- Assist with the maintenance of data in the compliance management system
- 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 a central unit registry for wholesale trusts.
- Law / Business / Accounting / Economics degree required
- Minimum 3 years' experience in Financial Services or related experience
- Excellent client management skills and experience
- Reasonable knowledge of fund structures
- Ability to manage and prioritise multiple tasks
- Strong attention to detail
-
Service Associate
4 days ago
Shangri-La Hotels The Rocks, Australia**Career development and progression** · - ** A wide range of employee benefits, including discounted car park and dry cleaning, meals while on duty, global accommodation discounts** · - ** Potential Year-End Performance-Based Incentive (Fulltime/Parttime only)** · **Shangri-La S ...
-
Associate, Client Services
1 week ago
S&P Global Sydney, AustraliaS&P Global (July 2023) Market Intelligence Client Services Associate Development Program (Sydney) · **Role**: Client Services Associate · **The Location**: Sydney · The S&P Global Market Intelligence Client Services Associate Development Program offers emerging professionals an o ...
-
Adviser Service Associate
4 days ago
Macquarie Group Limited Sydney, AustraliaWe are seeking individuals looking to establish their career in Financial Services by joining a high performing team in the role of Adviser Service Associate. · As someone looking for long term growth, you will have the opportunity to learn about Private Bank operations from the ...
-
Investor Services Associate
1 week ago
Apex Group Ltd Sydney, AustraliaInvestor Services Associate - Contact Centre · **Description** · Do you have customer service experience, and are you seeking a new job in Sydney? Apex Group is looking for a full-time customer service professional as an Investor Services Associate. · The Apex Group works daily t ...
-
Client Service Associate
2 days ago
Macquarie Group Limited Sydney, AustraliaAn exciting opportunity currently exists for a Client Service Associate to join Macquarie Private Bank in Sydney. · As a Client Service Associate, you will have the opportunity to provide high quality support to our advisers and clients alike. Typical tasks will include assisting ...
-
Investor Services Associate
1 week ago
Hatch Sydney, Australia** This role is at Automic Group (not for Hatch)** · Hatch is supporting Automic Group to find a great Investor Services Associate to join their customer service team. Hatch exists to level the playing field for people as they discover a career that's right for them. We model thi ...
-
Customer Service Associate
1 week ago
JK Personnel Sydney, Australia**Customer Service Associate** · JK is partnering with one of the worlds' largest service companies who are working alongside major banking institutions to ensure customer needs are met during their financial journey. · With a strong commitment to ensuring customer satisfaction a ...
-
Customer Service Associate
1 week ago
JK Personnel Sydney, Australia**Customer Service Associate** · JK is partnering with one of the worlds' largest service companies who are working alongside major banking institutions to ensure customer needs are met during their financial journey. · With a strong commitment to ensuring customer satisfaction a ...
-
Customer Service Associate
4 days ago
JK Personnel Sydney, Australia**Customer Service Associate** · JK is partnering with one of the worlds' largest service companies who are working alongside one of Australias biggest banks to ensure over one million customer needs are met during their financial journey. · With a strong commitment to ensuring c ...
-
Building Services Associate
1 week ago
Cundall Sydney, AustraliaThe Team: · Our Building Services team's mission is to play a key role in making buildings more energy efficient, sustainable, cost effective and safe to build and operate. We pride ourselves on our exemplary track record of designing innovative and sustainable mechanical and ele ...
-
Advisory Services Associate
1 week ago
Moody's Sydney, AustraliaAdvisory Services Associate · **Role/Responsibilities** · **The Department / Team** · The Advisory Services team provides for the implementation of Moody's Analytics' Issuer Tools and Solutions. This may include customization of the solutions, as well as development of bespoke so ...
-
Sales Service Associate
6 days ago
MFS Investment Management Sydney, Australia**THE ROLE**: · Provide support, communication, and coordination of Sales and Relationship Management team's activities within Australia/New Zealand, including coverage for both local and satellite offices. Develop a thorough understanding of the products and vehicles at MFS to e ...
-
Client Services Associate
4 days ago
ausbil Sydney, AustraliaAusbil Investment Management, based in Sydney, is one of Australia's leading specialist Australian and global investment managers. Established in 1997, we are a strategic partnership between members of the investment/management team of Ausbil and New York Life Investment Manageme ...
-
Investor Services Associate
1 week ago
Apex Group Ltd Sydney, Australia**Description** · Do you have customer service experience, and are you seeking a new job in Sydney? Apex Group is looking for a full-time customer service professional as an Investor Services Associate. · The Apex Group works daily to create an environment where our people can ma ...
-
Customer Service Associate
1 week ago
JK Personnel Sydney, Australia**Customer Service Associate** · JK is partnering with one of the worlds' largest service companies who are working alongside one of Australias biggest banks to ensure over one million customer needs are met during their financial journey. · With a strong commitment to ensuring c ...
-
Sales Service Associate
6 days ago
MFS Investment Management Sydney, Australia-MFS Investment Management · Sydney, Australia · Posted 15 hours ago Permanent Competitive Salary · **THE ROLE**: · Provide support, communication, and coordination of Sales and Relationship Management team's activities within Australia/New Zealand, including coverage for both lo ...
-
Associate, Fund Services
1 week ago
TMF Group Sydney, Australia**About the role** · We are looking either **Associate, Fund Services** assists the Senior Accountant to encompass all facets of the calculation of net asset values on a variety of funds. · **_ Key responsibilities (including but not limited to)_** · - Gain a good understanding o ...
-
Advisory Services Associate
1 week ago
Moody's Sydney, Australia**Role/Responsibilities** · **The Department / Team** · The Advisory Services team provides for the implementation of Moody's Analytics' Issuer Tools and Solutions. This may include customization of the solutions, as well as development of bespoke solutions, on-site installation, ...
-
Client Service Associate
4 days ago
Macquarie Group Limited Sydney, AustraliaJoin our Banking Solutions team where you will learn about our Private Bank from the ground up by supporting a team of experienced Private Bank account managers and team leader. · At Macquarie, we are working to create lasting value for our communities, our clients and our people ...
-
Associate, Client Service
6 days ago
Guidepoint Sydney, Australia**Overview**: · The Client Service team is the backbone of Guidepoint's success. The team is responsible for efficiently delivering Guidepoint's services to our clients around the world. We work to understand each client's unique business questions and help them gain critical ins ...
Senior Client Service Associate - Sydney, Australia - Anton Murray Consulting
Description
Sydney
Asset Management
Contract or Temporary
The Senior Client Associate is 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. Ideal candidates will have 3+ years' experience in a unit trust, managed funds, registry, or client services role from either a fund manager, custodian, or fund services firm.
2 x roles available : 1 x 3-4 months & 1 x 9 months – both open to extensions for strong performers.
Key tasks and outputs
Education requirements
Experience requirements