Are you ready to take your career to the next level? We have an exciting opportunity for you to become a valued member of our Operations & Oversight team at Equity Trustees. In this role, you'll play a crucial role in supporting the operational functions across a diverse range of clients and managed funds within our Corporate Trustee Services business unit.
About the role:
Handle regular operational tasks, including necessary filings with service providers, regulatory authorities, and government bodies, following established processes
Manage records for seamless operations, ensuring all filings are up-to-date and compliant.
Assist with fund-related expenses and invoices as needed
Create and maintain procedure manuals to ensure smooth operations, and provide ongoing updates
Actively contribute to recommendations for operational enhancements
Provide accurate and timely data to internal and external stakeholders (administrators, platforms, researchers, etc.) for all Funds
Tackle various ad-hoc tasks and lodgments
Engage in project work and play an active role in team projects
Provide support to the team and management in ad-hoc tasks
What you'll need to succeed:
Financial Services industry experience
Ability to complete set tasks fully and accurately
Time management abilities to ensure timely completion of all requirements
Demonstrated ability to be flexible and manage a variety of simultaneous tasks
Great attention to detail
Competent use of the Microsoft Office suite
Ability to work with a wide range of people
Strong written and verbal communication skills
Good mathematical abilities
Continuous improvement mindset
What we offer:
A warm, open, and supportive culture
An attractive remuneration package, including reward and recognition programs
An employee wellness program, including discounted health insurance and an employee assistance program
A workplace volunteering and giving program to enable you to help others in the community
We are proud to be part of the Top 30 Best Workplaces to Giveback 2022
Discounted tax and estate planning services
Great central CBD location, Modern office fit-out and end-of-trip facilities.
Flexible/Hybrid working environment
About us - Trusted since 1888
Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for future generations. As a trustee company, we are responsible for always acting in our client's best interests, ensuring they feel safe, valued, and cared for.
We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.
Equity Trustees is 130 years strong - and growing. Apply now to be part of a successful contemporary trustee company!
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