Manager, Corporate Trust
Australia
Monday - Friday, 9.00am - 6.00pm
Hybrid
Intro
You will work closely with members of the Corporate Trust team, and coordinate and manage the provision of timely and accurate trustee services for a portfolio of trusts including coordinating corporate secretarial, director approvals, investor reporting and corporate accounting services in relation to these funds.
Some of the things you'll be doing:
Service delivery and management of a book of investment manager clients and funds
Daily operations of each client / fund and ensure operational excellence is maintained
Onboarding and integration of new clients and trusts and offboarding of schemes that are winding up
Review of trust's constituent documents and set up governance and compliance frameworks for new funds to facilitate trust formation and operation
Deal activity including acquisitions, divestments, capex, refinancing, capital calls or any other relevant matters
Monitor service providers who are preparing the trust's accounts, tax returns, business activity statements, annual investor income reports and other mandatory reports
Oversee service providers to ensure they are complying with service level agreements, regulatory requirements, the trust deed and the law
Assist the team to ensure compliance is managed appropriately in accordance with compliance plan controls including Know Your Client and Anti-Money Laundering Checks
Work closely with senior management to ensure compliance is managed appropriately in accordance with compliance policies and procedures
Establish, maintain and adhere to operating procedures
Participate in ongoing automation and improvement of systems and processes
Involvement in projects and other ad hoc duties as required
What technical skills, experience, and qualifications do you need?
Australian recognised qualification in Accounting / Tax / Law
Minimum 4-6 years of working experience in a Legal, Accounting, Audit, Funds or Governance role
An understanding of the role of a Trustee
Client management skills and relationship management experience
Knowledge of the managed funds industry and operational experience relating to managed investment schemes
Fluent in English both verbally and in writing
Works well under pressure, delivers results and meets customer expectations
Works collaboratively and enjoys working with and influencing people
Strong verbal and written communication skills
Self-starter with good planning and organizational skills
Highly principled and able to resolve issues
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