Client Associate, Wholesale Trustee – Perpetual Corporate Trust
Core
Support the Client Management team in wholesale trustee operations, compliance, and client management for unregistered managed investment trusts and property/infrastructure holding structures.
Role type
Associate, Wholesale Trustee Operations
Builds
Governance, compliance, and establishment oversight for managed funds and trust structures
Domain
Financial Services / Corporate Trust / Managed Funds
Required skills
Trustee obligations knowledge, Fund structures knowledge, Client relationship management, Compliance monitoring, Payment processing, Scheme record maintenance, Finance data collection
Preferred skills
Legal background, Trust law knowledge, Managed funds industry experience (custody, administration, audit), Degree in Law/Business/Accounting/Economics
Technologies
Client Connect
Responsibilities
Manage allocated trustee activities and obligations, Monitor compliance requirements for clients and funds, Process client and trust payments and expenses, Build operational relationships with clients, Maintain accurate trustee obligations and scheme records, Support finance activities including billing and data collection, Assist with CSA testing and board reporting packs
Seniority
Junior to Mid-level, hands-on IC