Manager, Corporate Trust

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