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.
#J-*****-Ljbffr

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