Senior Associate, Operations & Oversight

As a Senior Associate in Operations & Oversight, you will play a pivotal role in supporting the operational functions across our extensive client base and managed funds within Corporate Trustee Services. Focusing on our Listed and Quoted Products, you will ensure the seamless execution of operational and reporting tasks, contributing to the overall efficiency and effectiveness of our services.

About the role:

• Manage operational functions and filings with service providers and authorities.
• Maintain accurate records and support fund-related expenses.
• Document and update procedure manuals.
• Provide timely data to internal and external stakeholders.
• Build and maintain strong stakeholder relationships.
• Support the Senior Manager with operational needs for Listed & Quoted Products.
• Ensure compliance with relevant legislation and company policies.

What you need:

• Experience in Financial Services and Fund Management (highly regarded)
• Strong time management and attention to detail
• Flexibility to manage multiple tasks simultaneously
• Proficiency in Microsoft Office
• Effective communication and interpersonal skills
• Good mathematical abilities
• Continuous improvement mindset

What we can offer you:

• 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
• An individual learning and development budget to help you grow
• A workplace volunteering and giving program to enable you to help others in the community
• Group Salary Continuance insurance to protect you when you need it most
• Discounted tax and estate planning services
• Great central CBD location, modern offices, and end-of-trip facilities.

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 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!