Senior Transaction Manager, Managed Fund Services – Perpetual Corporate Trust
About the job
This job is about joining the Managed Fund Services Onboarding team at Perpetual Corporate Trust, where you will play a vital role in delivering exceptional client experiences. Your impact will be felt as you ensure a seamless onboarding process for new clients while collaborating with various internal and external stakeholders. The team thrives on strong communication, collaboration, and a commitment to excellence.
You'll be responsible for
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Leading client onboarding
Accountable for delivering exceptional client experiences during the onboarding process, ensuring strong communication with all parties involved.🔗
Managing stakeholder relationships
Effectively managing key stakeholders in the onboarding process, including lawyers and investment managers, to ensure smooth operations.📑
Coordinating documentation review
Overseeing the end-to-end process of reviewing and approving scheme disclosure documents to ensure compliance and accuracy.Key criteria
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Tertiary qualifications in relevant fields
Possess qualifications in Business, Accounting, Economics, or Law.View
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10+ years in financial services
Experience in financial services, including 2+ years in client onboarding.View
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Experience with legal documentation
Extensive experience reviewing and negotiating legal documents for MFS.View
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