Senior Client Service Associate – Trusts – contract roles

Sydney

Funds Management

Contract or Temporary

The Senior Client Associate is responsible for providing support to the Client Management team and delivering superior client service, ensuring all trustee obligations/operational activities are met in a timely manner. Ideal candidates will have 3+ years’ experience in a unit trust, managed funds, registry, or client services role from either a fund manager, custodian, or fund services firm.

2 x roles available :  1 x 3-4 months  &  1 x 9 months  –  both open to extensions for strong performers.

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 the compliance management system in a timely manner
• Assist with the maintenance of data in the 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 document records in accordance with Policy requirements, including maintaining a 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