Job Description
Work in brand‑new, state‑of‑the‑art offices in the heart of Sydney’s CBD
Salary Package Range: $68,000.00 - 92,000.00 AUD Annual
Be part of a brand recognised as Trustee of the Year for ten consecutive years
Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.
This is an exciting opportunity to become part of the Responsible Entity Services within Perpetual Corporate Trust (PCT) a specialist business within the Perpetual Group. PCT, is a leading fiduciary, custody, digital and markets business. With operations across Australia and Singapore, we support domestic and global managed funds, banking and financial services organisations, government bodies and sovereign wealth funds, and not-for-profits.
About the Role
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 Responsible Entity 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.
Key Responsibilities
Assisting the Client Service 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
Act in accordance with Perpetual’s goals & values
Develop a sound understanding of the legal, regulatory, and operational frameworks in place that govern funds
Assist in building & 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
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.
We love hearing from people who are inspired to shape the future with us. If you're excited about this opportunity or about joining Perpetual Corporate Trust, we encourage you to apply.
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.
Salary Package Range: $68,000.00 - 92,000.00 AUD Annual
Be part of a brand recognised as Trustee of the Year for ten consecutive years
Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.
This is an exciting opportunity to become part of the Responsible Entity Services within Perpetual Corporate Trust (PCT) a specialist business within the Perpetual Group. PCT, is a leading fiduciary, custody, digital and markets business. With operations across Australia and Singapore, we support domestic and global managed funds, banking and financial services organisations, government bodies and sovereign wealth funds, and not-for-profits.
About the Role
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 Responsible Entity 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.
Key Responsibilities
Assisting the Client Service 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
Act in accordance with Perpetual’s goals & values
Develop a sound understanding of the legal, regulatory, and operational frameworks in place that govern funds
Assist in building & 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
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.
We love hearing from people who are inspired to shape the future with us. If you're excited about this opportunity or about joining Perpetual Corporate Trust, we encourage you to apply.
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 – Perpetual Corporate Trust position is now open for candidates interested in the Finance 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 Finance is a plus.
