Relationship Associate
Core
Provide administrative support and ensure smooth client experiences in the financial services industry, specifically within listed and unlisted managed funds.
Role type
Administrative Relationship Associate
Builds
Internal committee submissions, fund documents, and contracts
Domain
Financial services / Managed funds
Required skills
Administrative support, stakeholder management, issue resolution, fund transition processes, accounts receivable, corporate governance, risk management, workload prioritization, knowledge of Corporations Act and ASIC requirements
Preferred skills
Understanding of governance requirements to support Relationship Managers
Technologies
None stated
Responsibilities
Provide administrative support, resolve client and service provider issues, assist in fund transition and termination, prepare submissions for internal committees, execute fund documents and contracts, contribute to system and process enhancements
Seniority
Entry to Mid-level