Relationship Associate

at  Equity Trustees

Are you ready to take your career to the next level? Are you passionate about providing exceptional support and ensuring smooth client experiences in the financial services industry? If so, we have an incredible opportunity waiting for you at Equity Trustees as a Relationship Associate.
At Equity Trustees, we’re looking for someone who thrives on delivering administrative excellence while understanding the intricacies of managing relationships in the financial sector. As a Relationship Associate, you will play a vital role in our Relationships & Oversight Team, where you’ll have the chance to make a real impact on our clients and the success of our listed and unlisted products.

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.

• Provide administrative support, ensuring positive client experiences
• Understand key stakeholders and company expectations
• Resolve Client and Service Provider issues, escalating when necessary
• Assist in Fund transition, termination, and Accounts receivable processes
• Prepare submissions for internal committees and act as a delegate as needed
• Assist with the execution of Fund documents and contracts in line with policy
• Contribute to system and process enhancements, striving for continuous improvement