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!
What We Do
Equity Trustees is Australia's leading specialist trustee company. It was established in 1888 by an Act of Victorian Parliament for the purpose of providing independent and impartial trustee and executor services to help families throughout Australia protect their wealth.
As well as providing traditional trustee services, Equity Trustees offers a comprehensive range of products and services for personal and corporate clients aimed at protecting, managing and growing wealth. We are a publicly listed company on the Australian Stock Exchange (EQT), and have offices in Melbourne, Bendigo, Sydney, Brisbane, Perth and London
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