Manager, Relationships And Oversight
vor 4 Wochen
We have a fantastic opportunity for you to join us to manage all aspects of relationship building and compliance within the Equity Trustees compliance framework for an allocated group of corporate fiduciary clients.About The Role Engaging Clients by representing Equity Trustees to the marketManage operational compliance within our compliance frameworkProject manage all client and fund changesReview and completion of offer document due diligenceDevelop, manage, and comply with Equity Trustees' processesEngage with stakeholders to build relationships to achieve optimum business outcomesWhat You'll Need To Succeed Demonstrated relationship management/client service experienceWell-developed communication and interpersonal skillsExposure to investment/funds management and fund operationsStrong understanding of custodian and administration/registry servicesProven understanding of the financial marketsSound knowledge of the monthly, quarterly and yearly data requirements for fundsProven track record in managing compliance to set criteriaUnderstanding of the tax & accounting principles concerning fundsTertiary Qualifications in Business, Finance or AccountingWhat We Can Offer You A warm, open and supportive cultureAn attractive remuneration package, including reward and recognition programsAn employee wellness program, including discounted health insurance and an employee assistance programA workplace volunteering and giving program to enable you to help others in the communityDiscounted tax and estate planning servicesGreat central CBD location, modern office fit-out and end of trip facilities.About Us - Trusted Since 1888Equity 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
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Manager, Relationships And Oversight
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Manager, Relationships And Oversight
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Manager, Relationships And Oversight
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Sydney, Österreich Equity Trustees Ltd VollzeitWe have a fantastic opportunity for you to join us to manage all aspects of relationship building and compliance within the Equity Trustees compliance framework for an allocated group of corporate fiduciary clients. About The RoleEngaging Clients by representing Equity Trustees to the marketManage operational compliance within our compliance frameworkProject...
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Manager, Relationships And Oversight
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Sydney, Österreich Equity Trustees Ltd VollzeitWe have a fantastic opportunity for you to join us to manage all aspects of relationship building and compliance within the Equity Trustees compliance framework for an allocated group of corporate fiduciary clients. About The RoleEngaging Clients by representing Equity Trustees to the marketManage operational compliance within our compliance frameworkProject...
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