Associate, Agency & Trustee – Perpetual Corporate Trust
Core
Manage day-to-day relationships with clients and external service providers for Agency and Trustee transactions, reviewing structures, supporting payments, and monitoring obligations.
Role type
Associate, Agency & Trustee
Builds
Agency and Trustee transactions for domestic and global financial institutions
Domain
Australian debt capital markets and financial services
Deliverable
client delivery
Required skills
transaction structure review, payment facilitation, risk identification, account monitoring, legal liaison, billing support
Preferred skills
Corporate Trust operations background
Technologies
Excel (pivots, v-lookups, complex formulas, VBA)
Responsibilities
Manage client relationships and respond to requests; Support Facility Agent and Security Trustee transactions; Identify and escalate legal and operational risks; Facilitate payments and monitor bank accounts; Monitor client obligations; Liaise with external lawyers and clients; Support client billing and accounts receivable.
Seniority
Associate, 3+ years experience