Client Associate, Responsible Entity Services at Perpetual Limited

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

27 Sep, 26

Salary

0.0

Posted On

29 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Trustee Administration, Financial Services, Funds Management, Custody Operations, Investment Administration, Compliance Management, Data Entry, Stakeholder Engagement, Attention To Detail, Interpersonal Communication, Time Management

Industry

Financial Services

Description

Enjoy up to six weeks of leave plus an annual wellbeing allowance to support your health and lifestyle Modern, centrally located CBD offices with easy access to public transport A people focused organisation with a supportive, collaborative culture Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust. This is an exciting opportunity to become part of the Responsible Entity Services within Perpetual Corporate Trust (PCT) a specialist business within the Perpetual Group. PCT, is a leading fiduciary, custody, digital and markets business. With operations across Australia and Singapore, we support domestic and global managed funds, banking and financial services organisations, government bodies and sovereign wealth funds, and not-for-profits. About the Role Are you passionate about delivering exceptional client service and thrive in a detail-oriented, fast-paced environment? Perpetual Corporate Trust is seeking a proactive and dedicated Client Associate to join our Responsible Entity team. In this dynamic role, you’ll play a key part in supporting our Client Management team, ensuring trustee obligations and operational activities are met with precision, professionalism, and in line with Perpetual’s high standards. Key Responsibilities Assisting the Client Service Managers to manage all trusts activities and administer trustee back-office matters in accordance with policies and procedures Manage payments with internal and external custodians Administer trustee back-office activities in accordance with policies and procedures with daily and Ad-hoc tasks Maintain key scheme documents records including filing and archiving in accordance with Policy requirements Assist in managing finance matters; including debtors, expenses and billing across the client management team including the collection and collation of data required Monitor and complete all compliance requirements for allocated clients/funds Assist with maintenance of data and data entry in compliance management system (Client Connect) Ensure working knowledge of all clients “owned” by the team to provide back-up and operational flexibility Act in accordance with Perpetual’s goals & values Develop a sound understanding of the legal, regulatory, and operational frameworks in place that govern funds Assist in building & maintain operational relationships with allocated clients. About you We’re looking for someone with: Degree in Finance, Business, Accounting, or Economics is desirable Minimum 2 years’ experience in financial services or a related field Have relevant work experience within Financials Services, Funds Management or Custody Operations Have a firm interest in investment administration / investment operations Understanding of corporate trust and fund structures Strong attention to detail and ability to manage multiple priorities Strong communication and interpersonal skills to engage effectively with clients and stakeholders Be comfortable working in a fast-paced environment. We love hearing from people who are inspired to shape the future with us. If you're excited about this opportunity or about joining Perpetual Corporate Trust, we encourage you to apply. 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, the way we approach decision-making to the questions we ask and the problems we solve. 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. 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 Study support and commitment to supporting professional development. Perpetual is an ASX-listed, diversified financial services company which has been serving clients since 1886. Across our four business divisions - Perpetual Asset Management Australia, Perpetual Asset Management International, Perpetual Private and Perpetual Corporate Trust - we aim to protect and grow our clients' wealth, knowing that by doing so we can make a difference in their lives. Trust is earned, every day. We have been earning the trust of our clients for more than 130 years and pride ourselves on our long-standing client relationships - some of which span five generations. Each and every day our people bring to life our enterprise behaviours – Stretch, Own It, and Make an Impact. The Perpetual team is diverse, expert and driven by the belief that we can make a difference in the lives of our clients. We value integrity, skill and teamwork and seek to find the best in each individual. Our reward is personal and professional development and the pride that comes from doing the best for our clients. In 1885, a committee of business and professional people, including future Prime Minister, the Honourable Sir Edmund Barton, gathered in Sydney for the purpose of forming a trustee company. Perpetual Trustee Company Limited was formed on 28 September 1886 and since then has been entrusted by generations of Australians to manage, grow and protect their wealth. Through wars, recessions and financial crises, we have continually evolved to meet the challenges of constant social, technological and economic change. Our core values and financial principles have endured through time and will continue to endure.

Responsibilities

Support the Client Management team by administering trustee back-office activities and managing trust obligations. Responsibilities include handling payments, maintaining scheme records, and ensuring compliance for allocated funds.