Unit Registry Analyst
vor 3 Wochen
About the role 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 NavOne 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. Responsibilities 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 career. 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 145 years strong - and growing. Apply now to be part of a successful contemporary trustee company Seniority level Associate Employment type Contract Job function Finance #J-18808-Ljbffr
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Unit Registry Analyst
Vor 3 Tagen
City of Melbourne, Österreich Equity Trustees VollzeitAbout the role 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 NavOne platform. You will manage the delivery of financial, investment, and philanthropic services to our clients via iPhi, our integrated philanthropic software solution....
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Global Investor Registry Account Manager
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City of Melbourne, Österreich Equity Trustees VollzeitA leading trustee company in Melbourne is looking for a Unit Registry Analyst to provide high-quality financial services for clients. The role involves managing accounts on multiple platforms, ensuring smooth operations while building strong client relationships. Candidates should have experience in back-office processing and financial asset management, as...
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Council of the City of Sydney, Österreich Apex Group Ltd VollzeitA global fund administration provider in Sydney is seeking an Account Manager for the Investor Registry role. The successful candidate will ensure high quality service delivery to clients, manage compliance requirements, and oversee operational processes. Ideal applicants will have a tertiary qualification in Business or Finance and at least 4 years of...
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Council of the City of Sydney, Österreich Apex Group Ltd VollzeitThe Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has delivered on an...
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