Senior Client Associate – Trusts – 12-month contract

Written by Anton Murray Consulting Consulting on .

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Location: Sydney

Salary description: $90,000 - $100,0000 + leave entitlements

  • $50-100k AUD Equivalent
  • Contract or Temporary
  • 3 to 7 years of experience

The Senior Client Associate is responsible for providing support to the Client Management team and deliver superior client service, ensuring all trustee obligations/operational activities are met in a timely manner.

Ideal candidates will have 3+ years’ experience in Unit Trust, managed funds, registry or client services experience from either a fund manager, custodian or fund services firms.

This is an initial 12-month maternity leave contract with a high potential of going permanent afterwards as the business and team are growing.

Key tasks and outputs

  • Assist the Senior Manager and the Senior Client Service Managers in servicing the book of wholesale trustee clients
  • Undertake assigned activities to ensure full compliance with trust obligations
  • Administer trustee activities in accordance with policies and procedures
  • Develop a sound understanding of the legal, regulatory, and operational frameworks in place that govern funds.
  • Monitor and complete all compliance requirements for allocated clients/funds
  • Manage payments with internal and external custodians
  • Build & maintain operational relationships with allocated clients
  • Ensure working knowledge of all clients “owned” by the team to provide backup and operational flexibility
  • Involvement in ad-hoc projects as required
  • Manage and complete all allocated trustee obligations in compliance management system in a timely manner
  • Assist with maintenance of data in compliance management system
  • Assist in managing finance matters; including debtors, expenses and billing across the client management team including the collection and collation of data required
  • Assist in the preparation of board reporting packs/memos
  • Maintain key scheme documents records in accordance with Policy requirements, including maintaining central unit registry for wholesale trusts

Education requirements

  • Law / Business / Accounting / Economics degree required

Experience requirements

  • Minimum 3 years’ experience in financial services or related experience
  • Excellent client management skills and experience
  • Reasonable knowledge of fund structures
  • Ability to manage and prioritise multiple tasks
  • Strong attention to detail

Contact Us in Sydney


Phone:+61 2 8246 8900

Hiring Staff: hire@antonmurray.com

Seeking Work: apply@antonmurray.com

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