Client Associate, Responsible Entity Services

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.

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
• 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.

Benefits

Additional Information

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.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at perpetual? Share your experience