Manager, New Business
About the job
The Associate, New Business position is a fantastic opportunity to join the Corporate Trustee Services team at Equity Trustees. This job plays a vital role in supporting the onboarding of new fund clients, ensuring a seamless experience for both domestic and international asset managers. The team thrives on collaboration, fostering a supportive environment where everyone is encouraged to grow and contribute to a high-performing culture.
You'll be responsible for
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Supporting onboarding processes
Supporting the end-to-end onboarding of new funds, ensuring processes align with Equity Trustees frameworks and service standards is a key responsibility.📄
Preparing documentation
Preparing documentation for internal committees and assisting with legal and operational materials is essential for compliance and smooth operations.📊
Maintaining internal systems
Maintaining onboarding trackers, Salesforce records, and internal workflow systems helps keep everything organized and on track.Key criteria
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Experience in financial services
Demonstrated experience in funds management or trustee services.View
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Strong stakeholder engagement skills
Proven ability to build relationships with clients and internal teams.View
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Excellent organisational abilities
Experience managing multiple tasks and meeting deadlines effectively.View
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