We have a fantastic opportunity for you to join us to manage all aspects of relationship building and compliance within the Equity Trustees compliance framework for an allocated group of corporate fiduciary clients.
About The Role
- Engaging Clients by representing Equity Trustees to the market
- Manage operational compliance within our compliance framework
- Project manage all client and fund changes
- Review and completion of offer document due diligence
- Develop, manage, and comply with Equity Trustees’ processes
- Engage with stakeholders to build relationships to achieve optimum business outcomes
What You'll Need To Succeed
- Demonstrated relationship management/client service experience
- Well-developed communication and interpersonal skills
- Exposure to investment/funds management and fund operations
- Strong understanding of custodian and administration/registry services
- Proven understanding of the financial markets
- Sound knowledge of the monthly, quarterly and yearly data requirements for funds
- Proven track record in managing compliance to set criteria
- Understanding of the tax & accounting principles concerning funds
- Tertiary Qualifications in Business, Finance or Accounting
What We Can Offer You
- A warm, open and supportive culture
- An attractive remuneration package, including reward and recognition programs
- An employee wellness program, including discounted health insurance and an employee assistance program
- A workplace volunteering and giving program to enable you to help others in the community
- Discounted tax and estate planning services
- Great central CBD location, modern office fit-out and end of trip facilities.
About Us - Trusted Since 1888
Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for generations to come. As a trustee company, it is our responsibility to always act in our clients' best interests, ensuring they feel safe, valued, and cared for.
We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.
Equity Trustees is 130 years strong - and growing. Apply now to be part of a successful contemporary trustee company!
Agencies please note that this vacancy is being managed directly by the Equity Trustees’ HR team. We will contact our preferred agency partners should we require additional support. Thank you.
What We Do
Equity Trustees is Australia's leading specialist trustee company. It was established in 1888 by an Act of Victorian Parliament for the purpose of providing independent and impartial trustee and executor services to help families throughout Australia protect their wealth.
As well as providing traditional trustee services, Equity Trustees offers a comprehensive range of products and services for personal and corporate clients aimed at protecting, managing and growing wealth. We are a publicly listed company on the Australian Stock Exchange (EQT), and have offices in Melbourne, Bendigo, Sydney, Brisbane, Perth and London
