- Broad operations remit, supporting junior team member with day-to-day activities.
- Hands on client management ensuring relationships are maintained through to post on boarding and beyond.
- Up to $190/200k package + annual bonus. Sydney based, hybrid working.
- Sponsorship available for experienced candidates.
You will oversee daily operations across an assigned client and fund portfolio, reviewing trust constituent documents and working with the team to establish governance and compliance frameworks for new funds. You will manage deal activity including acquisitions, divestments, refinancing, capex and capital calls, and liaise with and monitor service providers responsible for accounts, tax returns, BAS, investor income reports and other mandatory reporting.
You will also support, lead, develop and mentor junior team members, and contribute to ongoing systems and process improvement initiatives.
What skills and experience will you need
- Extensive operational and/or client management experience across corporate trusts, funds management or managed investments schemes.
- A background directly relating to the role is ideal but will also consider lawyers, fund accountants or tax professionals from big 4/mid-tier consulting firms as long as you are working across trusts/funds.
- Client or account management experience and comfortable overseeing service providers against SLAs and regulatory requirements.
- Strong written and verbal communication skills; able to engage effectively at a senior level.
- Highly principled, with sound judgement and the ability to lead and develop a team.
- Rare and exciting role in a fast growing, global business headquartered in the US.
- Supportive leadership who is extremely proud of the people and what they achieve in the team for the business.
- Lots of thought and effort has been put into training and upskilling the team, with the new leadership role created being no exception.
- Team stability is excellent.
- Interesting role, you’ll be at the forefront of the sector managing a portfolio of high quality clients – opportunity to work with the biggest and best fund managers.
- Liaise with top tier suppliers from global law firms, tax advisers and internal high performing functions.
- Hybrid working, typically 3 days home/2 days in the office. Ultimately, work where you work best
- Global mobility program offering opportunities to move globally based on work needs
- Tuition reimbursement available offering excellent career development opportunities
- Comprehensive medical, dental, and vision benefits
- Company Social Events – the whole team enjoy the human side of people, you won’t feel like a number. Golf days, lunch events, monthly drinks, birthday off
This is a high performing corporate trust team on a huge growth trajectory. If you are dedicated professional in this space looking for a change apply today.
For a confidential discussion, contact Jen Jones at Ink Recruitment on +61 (0)409 926 897.
All applications are treated in the strictest of confidence.
