Senior Associate, Trustee Solutions (Relationship Management & Oversight) We are a specialised financial services firm headquartered in Melbourne, providing tailored solutions to wholesale, private, commercial and institutional clients across a range of asset classes and sectors, with aggregate funds under governance and management of $4.2b+.
Our firm comprises three business units: Portfolio Solutions, Capital Solutions and Digital Solutions.
The Portfolio Solutions team provides a comprehensive suite of independent trustee and fund administration services, integrating fiduciary oversight with operational excellence.
Within the Portfolio Solutions business unit, there are three teams, being Trustee Solutions, Operations & Unit Registry and Fund Accounting.
About the role
The Senior Associate, Trustee Solutions (Relationship Management & Oversight) will play a key role in managing relationships with fund manager clients while also supporting fund establishment, settlement execution and ongoing regulatory compliance.
The role requires a proactive self-starter who takes ownership, communicates effectively and aligns with team and client objectives.
Starting as an independent contributor, the successful candidate will develop skills in managing relationships across all levels of internal and external stakeholders.
They must also be comfortable reporting to a remote leader while maintaining team alignment.
Prior experience in responsible entity and trustee services, relationship management within the financial services industry including custody and trust administration, investor relations/operations is ideal.
Attitude and strong learning aptitude are crucial - we're looking for quick learners with a sharp intellect, as success in this role comes from thriving in a fast-paced environment where real growth and learning happens on the job.
This is an excellent opportunity to grow in a dynamic, collaborative environment and for you to enhance both technical expertise and interpersonal skills.
Key duties and responsibilities
Client Relationship Management
Serve as the secondary and eventually primary contact for client queries, providing a solutions-driven approach while balancing commercial priorities Facilitate clear and effective communication between clients and internal stakeholders, securing buy-in and driving positive outcomes Identify opportunities to enhance services and improve operational efficiency based on client feedback and evolving needs Assist in the end-to-end management of fund establishment process client post-engagement Support the preparation and review of key fund documentation, including trust deeds/constitutions and offering documents Ensure all compliance, regulatory and procedural requirements are met Ensure all fees and billables are reported to accounts receivable team Process the settlement of complex ad hoc instructions from clients, including review of fund transaction documents and facilitate trade settlements Liaise with fund operations and accounting teams on investor registry processes, unit pricing, audit support, and other fund administration tasks Respond to and direct client queries to the appropriate internal and external teams while demonstrating sound judgement and accountability Monitor compliance with regulatory and operational requirements Maintain accurate and up-to-date records of fund activities Operational Process Improvement
Contribute to process optimisation and the development of operational efficiencies Maintain awareness of evolving industry regulations and best practices Support general administrative tasks and ad hoc responsibilities as required Skills
Uncompromising integrity and ability to understand regulatory/legal concepts and risk processes quickly Strong organisational skills/ability to manage multiple priorities, attention to detail and accuracy and time management Proficient in Microsoft Outlook, Excel, and Word, with the ability to learn new software quickly Excellent written and verbal communication skills, with a proven ability to interact with internal and external stakeholders Solid understanding of business process and internal controls related to fund operations and investment management Strong balance of operational execution with a client-centric mindset Skilled in navigating differing opinions diplomatically with a solutions-focused mindset Problem-solving mindset with a proactive, solutions-driven approach Willingness to engage effectively across different time zones and cultural contexts Team-oriented with a willingness to support and mentor junior colleagues Experience and qualifications
Bachelor's degree in either commerce, law, finance and/or accounting, is preferred Minimum 3 years of experience in financial services and funds management industry would be valuable Experience in relationship management, trade settlements, investor relations, or fund administration is advantageous Exposure to alternative assets such as private equity and venture capital, private credit and property funds is a plus Strong command of written and spoken English for Australian-based client interactions High level of professionalism, adaptability, and willingness to learn #J-18808-Ljbffr