In this newly created role, you'll centralise and manage fund and service provider changes within Corporate Trustee Services (CSTS). Your responsibilities will include overseeing processes like fund terminations, service provider transitions, fund mergers, and auditor transitions. You'll work closely with internal and external stakeholders, including Relationship Managers, Clients, and Service Providers, to ensure efficient and compliant execution of operational changes throughout a fund's lifecycle. Focusing on improving process consistency and operational efficiency, you'll play a crucial role in maintaining high service levels and compliance during these transitions.
Key Responsibilities: Manage key processes of product change, including terminations, fund mergers, and transitions.Support reporting requirements and assist with systems implementation.Develop and maintain policies and procedures related to product changes.Collaborate with internal teams and external stakeholders to ensure smooth transitions.Identify and address compliance risks and issues.Deliver consistent, high-quality client service and maintain up-to-date knowledge of CTS clients, products, and services.Promote a culture of collaboration, teamwork, and continuous improvement within the team.What you need: Experience in the investment/funds management industryStrong organisational and prioritisation skillsExcellent interpersonal and communication skillsAbility to work autonomously and problem solveFlexibility to adapt to changing business needsContinuous improvement mindsetRelevant tertiary qualifications in Business, Finance, or a similar fieldProven understanding of financial markets and the funds management industryAbout 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 generations to come. As a trustee company, it is our responsibility to always act in our clients' 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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