Client Associate - Responsible Entity Services – Perpetual Corporate Trust

Work in brand‑new, state‑of‑the‑art offices in the heart of Sydney’s CBDSalary Package Range: $68,000.00 - 92,000.00 AUD AnnualBe part of a brand recognised as Trustee of the Year for ten consecutive yearsPerpetual 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 proceduresManage payments with internal and external custodiansAdminister trustee back-office activities in accordance with policies and procedures with daily and Ad-hoc tasksMaintain key scheme documents records including filing and archiving in accordance with Policy requirementsAssist in managing finance matters; including debtors, expenses and billing across the client management team including the collection and collation of data requiredMonitor and complete all compliance requirements for allocated clients/fundsAssist 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 flexibilityAct in accordance with Perpetual’s goals & valuesDevelop a sound understanding of the legal, regulatory, and operational frameworks in place that govern funds Assist in building & maintain operational relationships with allocated clients.About youWe’re looking for someone with:Degree in Finance, Business, Accounting, or Economics is desirableMinimum 2 years’ experience in financial services or a related fieldHave relevant work experience within Financials Services, Funds Management or Custody OperationsHave a firm interest in investment administration / investment operationsUnderstanding of corporate trust and fund structuresStrong attention to detail and ability to manage multiple prioritiesStrong communication and interpersonal skills to engage effectively with clients and stakeholdersBe 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.How we work 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.Employee benefitsWork from anywhere in Australia for up to one month each yearAn annual allowance to empower you to prioritise your personal wellbeingStudy support and commitment to supporting professional developmentDiversity and inclusionStrong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategyA growing number of employee-led networks who work to raise awareness and drive continued changeWe support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander PeopleWe’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.

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