Job Description
6 Month Max Term Contract
Hybrid Working: Three days a week in the office, giving you the option to work remotely for some of your working week
Perpetual Corporate Trust - Trustee of the Year for the past * years
Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.
Are you passionate about delivering exceptional client service and thrive in a detail-oriented, fast-paced environment? Perpetual Corporate Trust is seeking a proactive and dedicated Client Associate to join our Managed Fund Services team. In this dynamic role, you’ll play a key part in supporting our Client Management team, ensuring trustee obligations and operational activities are met with precision, professionalism, and in line with Perpetual’s high standards.
Perpetual Corporate Trust (PCT), is a specialist business within the Perpetual Group, is a leading fiduciary, custody and digital business in Australia, with operations in Singapore. We provide a unique range of products to help clients, and the industry, be more effective, efficient and economical while managing ever-increasing cyber security risks and maintaining compliance. Domestic and global financial institutions leverage our corporate strength, commercial approach, risk and compliance practices, expertise and service excellence in debt markets, managed funds and digital solutions to enable our clients success.
About the Role
Assisting the Client Managers to manage all trusts activities and administer trustee back-office matters in accordance with policies and procedures
Manage payments with internal and external custodians
Administer trustee back-office activities in accordance with policies and procedures with daily and Ad-hoc tasks
Maintain key scheme documents records including filing and archiving in accordance with Policy requirements
Assist in managing finance matters; including debtors, expenses and billing across the client management team including the collection and collation of data required
Monitor and complete all compliance requirements for allocated clients/funds
Assist with maintenance of data and data entry in compliance management system (Client Connect)
Ensure working knowledge of all clients “owned” by the team to provide back-up and operational flexibility
Develop a sound understanding of the legal, regulatory, and operational frameworks in place that govern funds
Assist in building and maintain operational relationships with allocated clients.
About you
We’re looking for someone with:
Degree in Finance, Business, Accounting, or Economics is desirable
Minimum 2 years’ experience in financial services or a related field
Have relevant work experience within Financials Services, Funds Management or Custody Operations
Have a firm interest in investment administration / investment operations
Solid understanding of corporate trust and fund structures
Strong attention to detail and ability to manage multiple priorities
Strong communication and interpersonal skills to engage effectively with clients and stakeholders
Be comfortable working in a fast-paced environment.
Candidates on Working Holiday Visas are welcome to apply, provided you have relevant work experience.
How we work
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.
Employee benefits
Work from anywhere in Australia for up to one month each year
An annual allowance to empower you to prioritise your personal wellbeing
Study support and commitment to supporting professional development
Diversity and inclusion
Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
A growing number of employee-led networks who work to raise awareness and drive continued change
We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People
We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.
Hybrid Working: Three days a week in the office, giving you the option to work remotely for some of your working week
Perpetual Corporate Trust - Trustee of the Year for the past * years
Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.
Are you passionate about delivering exceptional client service and thrive in a detail-oriented, fast-paced environment? Perpetual Corporate Trust is seeking a proactive and dedicated Client Associate to join our Managed Fund Services team. In this dynamic role, you’ll play a key part in supporting our Client Management team, ensuring trustee obligations and operational activities are met with precision, professionalism, and in line with Perpetual’s high standards.
Perpetual Corporate Trust (PCT), is a specialist business within the Perpetual Group, is a leading fiduciary, custody and digital business in Australia, with operations in Singapore. We provide a unique range of products to help clients, and the industry, be more effective, efficient and economical while managing ever-increasing cyber security risks and maintaining compliance. Domestic and global financial institutions leverage our corporate strength, commercial approach, risk and compliance practices, expertise and service excellence in debt markets, managed funds and digital solutions to enable our clients success.
About the Role
Assisting the Client Managers to manage all trusts activities and administer trustee back-office matters in accordance with policies and procedures
Manage payments with internal and external custodians
Administer trustee back-office activities in accordance with policies and procedures with daily and Ad-hoc tasks
Maintain key scheme documents records including filing and archiving in accordance with Policy requirements
Assist in managing finance matters; including debtors, expenses and billing across the client management team including the collection and collation of data required
Monitor and complete all compliance requirements for allocated clients/funds
Assist with maintenance of data and data entry in compliance management system (Client Connect)
Ensure working knowledge of all clients “owned” by the team to provide back-up and operational flexibility
Develop a sound understanding of the legal, regulatory, and operational frameworks in place that govern funds
Assist in building and maintain operational relationships with allocated clients.
About you
We’re looking for someone with:
Degree in Finance, Business, Accounting, or Economics is desirable
Minimum 2 years’ experience in financial services or a related field
Have relevant work experience within Financials Services, Funds Management or Custody Operations
Have a firm interest in investment administration / investment operations
Solid understanding of corporate trust and fund structures
Strong attention to detail and ability to manage multiple priorities
Strong communication and interpersonal skills to engage effectively with clients and stakeholders
Be comfortable working in a fast-paced environment.
Candidates on Working Holiday Visas are welcome to apply, provided you have relevant work experience.
How we work
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.
Employee benefits
Work from anywhere in Australia for up to one month each year
An annual allowance to empower you to prioritise your personal wellbeing
Study support and commitment to supporting professional development
Diversity and inclusion
Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
A growing number of employee-led networks who work to raise awareness and drive continued change
We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People
We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.
💡 Quick Summary
Seeking a career-building opportunity? The Client Associate - Responsible Entity Services position is now open for candidates interested in the Accountant Jobs sector. This role in Sydney offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
