As a Unit Registry Analyst, you will play a key role in delivering high-quality services for the EQT Cash Management Fund and the AFL Players Association through the NavOn platform. You will manage the delivery of financial, investment, and philanthropic services to our clients via iPhi, our integrated philanthropic software solution. Additionally, you will provide ongoing support for accounts on the Garradin platform and assist with various services within Trustee Wealth Services (TWS), including mail handling, document execution and retrieval, and property and insurance management.
About the role:
- Build and maintain strong relationships with clients, representing Equity Trustees to the market.
- Manage and deliver financial, investment, and philanthropic services to our clients via the iPhi platform.
- Provide support for accounts on the NavOne platform, ensuring smooth operations.
- Assist with mail handling, document execution and retrieval, and property and insurance management within the broader Trustee Wealth Services (TWS) business.
- Develop, manage, and ensure compliance with internal processes.
- Collaborate with internal and external stakeholders to achieve optimal business outcomes.
What you need to succeed:
- Experience in back-office processing, including financial asset management, statement reconciliation, and banking applications.
- Strong communication and interpersonal skills, with a focus on relationship-building.
- Exceptional attention to detail and a solution-oriented approach to problem-solving.
- A continuous improvement mindset, always striving to enhance processes.
- Experience in the financial services sector is highly regarded.
- A tertiary qualification in a related financial services field is a plus
What we offer:
- 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.
- A workplace volunteering and giving program to enable you to help others in the community.
- We are proud to be part of the Top 30 Best Workplaces to Giveback.
- Discounted tax and estate planning services.
- 16 weeks paid parental leave for the primary carer.
- Great central CBD location, Modern office fit-out and end-of-trip facilities.
- Flexible/Hybrid working environment.
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.
Equity Trustees is over 130 years strong - and growing. Apply now to be part of a successful contemporary trustee company!
Top Skills
Equity Trustees Melbourne, Victoria, AUS Office
Melbourne, Victoria, Australia
