At Evolution Trustees , we’re a rapidly growing corporate trustee offering a wide range of fiduciary services to major domestic and international institutions, including pension funds, asset managers, insurance companies, banks, and property investment firms. We partner with leading lawyers, fund administrators, and advisors to deliver solutions and manage complex transactions for various fund structures.

What We Do

We provide fiduciary services to a diverse client base, including:

International investors in significant Australian property transactions.

Fund and asset managers both locally and internationally.

Registered schemes with large numbers of individual unitholders.

Wholesale schemes , including private equity, traded investments, and property trusts.

Smaller bespoke matters requiring tailored solutions.

Key Responsibilities

To manage and improve the operations of Evolution Trustees, with a focus on driving growth in the organisation and coordinating more complicated matters within the business.

Perform and facilitate Evolution’s MIS establishment processes to produce appropriate scheme documentation, Offer Documents / Product Disclosure Statements in accordance with policy and procedures.

Improving the efficiency of operations, governance, risk and at the same time strengthen client relationships and trust.

Act as in a facilitation role including understanding and reviewing content from various service providers such as Fund administrators, Fund auditors, Fund tax advisors and Legal advisors

Managing client (across all services) and assisting specifically in complex matters such as ASX clients,distressed assets, Responsible Entity and Wholesale services, including large transactional work(refinances/corporate activity/debt structures)

Reviewing and advising on financial statements and tax statements

Assist in identifying and implementing performance management initiatives to improve operations to keep costs at effective levels.

Monitoring reporting, and ensuring compliance system tasks are completed in a timely fashion.

Drive business development through the creating and finessing of proposals

Providing operational advice and enabling efficient process to clients, investment managers, legal,financial and tax advisers during the establishment phase.



This includes the review of investment documentation to identifying and addressing any commercial or legal risks to the business

Facilitate risk management through supporting client selection and ongoing client monitoring.

Attending regular client meetings to build relationships and identify opportunities

About Us:

At Evolution Trustees , we’re a rapidly growing corporate trustee offering a wide range of fiduciary services to major domestic and international institutions, including pension funds, asset managers, insurance companies, banks, and property investment firms. We partner with leading lawyers, fund administrators, and advisors to deliver solutions and manage complex transactions for various fund structures.

What We Do

We provide fiduciary services to a diverse client base, including:

- International investors in significant Australian property transactions.

- Fund and asset managers both locally and internationally.

- Registered schemes with large numbers of individual unitholders.

- Wholesale schemes , including private equity, traded investments, and property trusts.

- Smaller bespoke matters requiring tailored solutions.

Key Responsibilities

- To manage and improve the operations of Evolution Trustees, with a focus on driving growth in the organisation and coordinating more complicated matters within the business.

- Perform and facilitate Evolution’s MIS establishment processes to produce appropriate scheme documentation, Offer Documents / Product Disclosure Statements in accordance with policy and procedures.

- Improving the efficiency of operations, governance, risk and at the same time strengthen client relationships and trust.

- Act as in a facilitation role including understanding and reviewing content from various service providers such as Fund administrators, Fund auditors, Fund tax advisors and Legal advisors

- Managing client (across all services) and assisting specifically in complex matters such as ASX clients,distressed assets,



Responsible Entity and Wholesale services, including large transactional work(refinances/corporate activity/debt structures)

- Reviewing and advising on financial statements and tax statements

- Assist in identifying and implementing performance management initiatives to improve operations to keep costs at efficient levels.

- Monitoring reporting, and ensuring compliance system tasks are completed in a timely fashion.

- Drive business development through the creating and finessing of proposals

- Providing operational advice and enabling efficient process to clients, investment managers, legal,financial and tax advisers during the establishment phase. This includes the review of investment documentation to identifying and addressing any commercial or legal risks to the business

- Facilitate risk management through supporting client selection and ongoing client monitoring.

- Attending regular client meetings to build relationships and identify opportunities

Requirements

Qualifications & experience

- An individual seeking to move from a business services / audit background to the financial services industry with 2-5 years experience

- Outstanding communication and interpersonal abilities

- An analytical and problem solving mindset with excellent organizational skills

- Effective client management, research and professional networking skills

- Astute risk management skills and the ability to manage difficult client situations.

- Significant skills in stakeholder management and professional relationship building skills.

- Willingness to participate in business development activities, such as pitch documents, firm-wide pursuits, article writing and attending industry events.

- Our team includes many experienced Chartered Accountants from Big 4/large firm experience, so we can support mentoring through the CA program if required.

Benefits

Why Evolution Trustees?

- Career Growth: A unique opportunity to transition from public practice into a broader commercial leadership role in a rapidly growing environment.

- Professional Development: Supported CA/CPA pathways and annual fees, L&D; budgets, and exposure to complex client work.

- Flexibility: Hybrid work arrangements and supportive, collaborative culture.

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📌 Senior Operations Analyst (Melbourne)
🏢 Evolution Trustees
📍 Melbourne