Job Information
Equity Trustees Manager Operations in Melbourne, Australia
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 industry
Strong organisational and prioritisation skills
Excellent interpersonal and communication skills
Ability to work autonomously and problem solve
Flexibility to adapt to changing business needs
Continuous improvement mindset
Relevant tertiary qualifications in Business, Finance, or a similar field
Proven understanding of financial markets and the funds management industry
What we can offer you:
A warm, open and supportive culture
An attractive remuneration package, including reward and recognition programs
An employee wellness program, including discounted health insurance and an employee assistance program
An individual learning and development budget to help you grow
A workplace volunteering and giving program to enable you to help others in the community
Group Salary Continuance insurance to protect you when you need it most
Discounted tax and estate planning services
Great central CBD location, modern offices, and end-of-trip facilities.
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 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!