Accounts Management Officer - Perpetual Corporate Trust

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Accounts Management Officer - Perpetual Corporate Trust Apply Locations: Sydney Time Type: Full time Posted On: Posted 4 Days Ago Job Requisition ID: R7319 More Time Off for What Matters: Enjoy up to 6 weeks of leave Flexible Work Environment: Work where we work best – whether in the office or from home. 2 year Max Term Contract 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. Our Corporate Trust business is a leading provider of fiduciary and digital solutions to the banking and financial services industry in Australia and Singapore. It administers securitisation portfolios, investment and debt structures to protect the interests of our clients' investors. About the Role Join our dynamic team within Treasury Advisory and Cash Management. In this role, you will be responsible for account management from opening through to closure and responding to ad hoc queries accurately and in a timely manner. As an Accounts Management Officer, you will: Manage Perpetual Corporate Trust bank account opening and closure requests. Manage and resolve all account/user/transaction-related queries with all Perpetual Corporate Trust banking partners. Manage user setups in various internal and external systems. Maintain accurate records in internal systems; both electronic and paper-based format. Build effective relationships with clients and act upon client instructions within required timeframes (SLAs). Respond to client enquiries relating to various services, financial products, fees and conditions. Identify and mitigate risks and ensure compliance with legal and statutory requirements. Use initiative, work with deadlines and perform tasks with a high level of accuracy. Communicate effectively on issues to Senior Management and ensure a proper and timely follow-up to ensure resolution. Provide guidance, support, act as a resource and assist team members from multiple operational areas. About You The successful candidate will be able to effectively prioritise and manage deadlines and have experience working in a high volume, fast-paced environment with strong attention to detail and problem-solving skills. In addition, we're looking for someone with: Minimum 2-3 years' experience in Financial Services with good knowledge and understanding of trusts & related documentation. Excellent client management skills and relationship management experience. Solid understanding of AML and KYC. Experience with onboarding and offboarding clients (highly desirable). Experience with foreign currency transactions, global payment formatting, domestic banking platforms, RTGS, & debt directory exchange. Knowledge of Privacy Act obligations, relevant industry codes and legislation. 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. 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. Access to Linked In learning, study support and commitment to supporting professional development. We have partnered with Jawun for over 10 years supporting regional Indigenous organisations. Diversity and Inclusion WGEA Employer of Choice for gender equality since 2018. 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. #J-18808-Ljbffr


Nominal Salary: To be agreed

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