Fund Services | Trustee Services | Financial Services
Location: Melbourne CBD

A respected financial services organization , entrusted with billions in assets under management across its client base, is on the lookout for an Associate or Senior Associate to join its trustee operations team . It's a genuinely engaging way into the industry - getting close-up exposure to how investment funds are put together, governed and kept on track day to day, while picking up a skill set that's increasingly sought after across funds and financial services more broadly.

The Chance

As Senior Associate , you'll take ownership of the day-to-day delivery of trustee services - from fund establishment and transaction execution through to trustee oversight and broader fund administration . You'll manage more complex mandates directly, coordinate across a wider range of stakeholders , and bring sound judgement to process and governance decisions as they come up.

What you'll be doing

- Supporting fund establishment, onboarding and implementation - including trust deed and information memoranda review, and coordinating stakeholders to hit key milestones
- Processing and reviewing Proper Instructions and related trustee activity,



including transaction documentation and settlement execution
- Monitoring funds against governing documents and regulatory requirements , and supporting compliance reviews, incident registers and audits
- Maintaining accurate trustee records, contributing to process improvement , and guiding junior team members as you progress

What we're looking for

- A bachelor's degree in commerce, law, finance, accounting or a related discipline is preferred
- Experience in financial services, funds management, trustee services or trust administration is advantageous - as is exposure to alternative assets
- Strong attention to detail , professional communication, and a proactive, solutions-oriented approach
- Sound judgement and the ability to manage competing priorities in a compliance-heavy environment

Why apply

This is an opportunity to develop real depth and breadth in trustee and fund services at an organization that's genuinely growing - with exposure to a diverse mix of asset classes , and plenty of direct contact with clients and stakeholders along the way.

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📌 Senior Associate, Trustee Services (Melbourne)
🏢 Linktal Recruitment
📍 Melbourne