- 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.
About the RoleAre 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.
Key ResponsibilitiesAssisting 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.
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.
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve. We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.
Employee benefitsWork 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.
Skills Required
- Minimum 2 years' experience in financial services or a related field
- Relevant work experience within Financial Services, Funds Management or Custody Operations
- Understanding of corporate trust and fund structures and trustee obligations
- Experience with compliance management systems and data entry in Client Connect
- Experience managing payments with internal and external custodians
- Firm interest in investment administration / investment operations
- Strong attention to detail and ability to manage multiple priorities
- Strong communication and interpersonal skills to engage with clients and stakeholders
- Comfortable working in a fast-paced environment
- Degree in Finance, Business, Accounting, or Economics
What We Do
Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity. We have been earning the trust of our clients for more than 135 years and pride ourselves on our long-standing client relationships, some of which span five generations. We aim to be the most trusted brand in financial services. Headquartered in Sydney, Australia, we provide asset management, wealth management and trustee services to local and international clients. Our operations span Australia, Asia, Europe, United Kingdom and the United States
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