Perpetual Limited5 followers34 jobs

Client Associate, Responsible Entity Services

JuniorMid levelFull-timeHybridSydney NSW, AustraliaPosted 4 days agoVerified 4 days ago
Pending fitX of Y criteria met

About the job

This job is about becoming a Client Associate within the Responsible Entity Services at Perpetual Corporate Trust. The opportunity allows you to support the Client Management team in delivering exceptional client service while ensuring operational activities are executed with precision. The team thrives on collaboration and values a supportive culture that encourages personal and professional growth.

Meet the team

About the company

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You'll be responsible for

🤝

Assisting Client Service Managers

Assisting the Client Service Managers to manage all trusts activities and administer trustee back-office matters in accordance with policies and procedures
💳

Managing payments

Manage payments with internal and external custodians
✅

Monitoring compliance

Monitor and complete all compliance requirements for allocated clients/funds

Key criteria

📊

Financial services experience

Minimum 2 years in financial services or related field.

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📜

Degree in relevant field

Degree in Finance, Business, Accounting, or Economics preferred.

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🔍

Attention to detail

Proven ability to manage multiple priorities with precision.

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5 criteria for this job
Financial services experience
Minimum 2 years in financial services or related field.

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Degree in relevant field
Degree in Finance, Business, Accounting, or Economics preferred.

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Attention to detail
Proven ability to manage multiple priorities with precision.

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Strong communication skills
Demonstrated interpersonal skills for effective client engagement.

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Understanding of fund structures
Knowledge of corporate trust and fund operational frameworks.

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