Perpetual Limited3 followers42 jobs

Client Associate - Responsible Entity Services – Perpetual Corporate Trust

JuniorMid levelFull-timeOfficeSydney NSW, AustraliaFinanceProfessional servicesPosted 4 weeks ago
Pending fitX of Y criteria met

About the job

This job is about joining Perpetual Corporate Trust as a Client Associate, where you will be part of a dynamic team dedicated to delivering exceptional client service. Your contributions will play a vital role in supporting trustee obligations and operational activities, ensuring everything runs smoothly and professionally. The team thrives on collaboration and high standards, creating an environment where everyone can grow and make an impact.

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 to ensure smooth operations.
📋

Administering trustee activities

Administer trustee back-office activities in accordance with policies and procedures with daily and ad-hoc tasks.

Key criteria

📊

Finance or business degree

Degree in Finance, Business, Accounting, or Economics is desirable.

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🕒

2+ years in financial services

Minimum 2 years’ experience in financial services or related field.

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🔍

Understanding of corporate trust

Knowledge of corporate trust and fund structures is essential.

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Meet the team

About the company

Think you're a good fit?See what the hiring team are looking for

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5 criteria for this job
Finance or business degree
Degree in Finance, Business, Accounting, or Economics is desirable.

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2+ years in financial services
Minimum 2 years’ experience in financial services or related field.

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Understanding of corporate trust
Knowledge of corporate trust and fund structures is essential.

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Attention to detail
Strong attention to detail and ability to manage multiple priorities.

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Strong communication skills
Effective engagement with clients and stakeholders is crucial.

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