Job Description
We are seeking a proactive and commercially minded Associate or Senior Associate to join the Group's Trustee and Responsible Entity Solutions team.
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We are intentionally open to appointing at either Associate or Senior Associate level. The final level will reflect the successful candidate's experience, technical capability, judgement and ability to manage workstreams independently.
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The key for us is finding the right person with the right attitude. We value ownership, accountability, sound judgement, attention to detail and a genuine willingness to learn and contribute. You may be an Associate ready to accelerate your development or a Senior Associate looking to take greater ownership of complex mandates and stakeholder relationships.
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Based primarily in our Melbourne CBD office, the role offers broad exposure across fund establishment, transaction execution, trustee oversight, governance and ongoing fund operations within a growing financial services group.
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About the Business
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The SILC Group is a specialised financial solutions group headquartered in Melbourne CBD. We provide bespoke solutions to wholesale private, commercial and institutional clients across a range of asset classes and sectors, with a strong focus on alternatives.
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The Group operates across three core divisions: portfolio solutions, capital solutions and digital solutions.
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What you will do
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You will work closely with the Head of Trustee and RE Solutions and broader SILC team to support the delivery of trustee and responsible entity services.
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Key duties and areas of responsibility include:
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Support and, where appropriate, lead responses to client requests and day-to-day queries.
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Coordinate with investment managers, legal advisers, administrators and other service providers to deliver timely operational outcomes.
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Assist with fund establishment, onboarding and implementation workstreams.
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Support the preparation and review of fund documents, including trust deeds, information memoranda and operational workflows.
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Monitor establishment milestones and proactively follow up outstanding deliverables.
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Process Proper Instructions and related trustee activities in accordance with SILC policies and procedures.
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Review transaction documentation and support settlement execution.
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Maintain accurate records of trustee decisions, instructions and operational activities.
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Assist with monitoring funds against governing documents, client mandates, regulatory requirements and SILC policies.
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Support compliance reviews, incident registers, reporting obligations, audit requests and governance records.
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Identify operational, governance or compliance issues and escalat[e]??
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Contribute to the development and improvement of processes, controls, checklists, templates and operating procedures.
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Work collaboratively with Trustee Solutions, Fund Administration, Risk & Compliance, Legal and Accounting teams.
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Contribute positively to a professional, accountable and compliance-aware team culture.
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At Senior Associate level, you will also be expected to:
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Take greater ownership of assigned mandates and workstreams.
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Manage more complex trustee, transaction and stakeholder matters.
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Act as a key relationship contact for assigned clients and external stakeholders.
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Apply sound judgement, recommend next steps and escalat[e]??
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Support the training and development of Associates and junior team members.
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Help lift operating standards and drive process and control improvements.
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What we are looking for
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Experience in financial services, funds management, trustee services, responsible entity operations, custody, investor relations, trust administration or fund administration.
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An understanding of trustee, responsible entity, managed investment scheme and fund administration concepts, or a demonstrated ability to develop this capability quickly.
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Strong attention to detail and a commitment to accurate documentation and disciplined record keeping.
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A proactive, accountable and solutions-focused approach.
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Sound judgement and the confidence to escalat[e]??
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Strong written and verbal communication skills.
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The ability to manage competing priorities within a regulated and compliance-focused environment.
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High integrity and a commitment to professional client service.
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A collaborative mindset and willingness to contribute beyond assigned tasks.
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Exposure to alternative assets, including private credit, property, private equity or venture capital, will be viewed favourably.
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For appointment at Senior Associate level, we expect demonstrated experience managing workstreams independently, reviewing transaction documentation, coordinating stakeholders and supporting junior team members.
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You do not need to meet every criterion. If you have relevant foundations, the right attitude and the capacity to grow, we encourage you to apply.
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Preferred Qualifications
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Relevant tertiary qualifications in law, commerce, accounting, finance or a related discipline.
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Experience within an AFSL-regulated financial services environment.
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Experience with managed investment schemes, trustee operations or responsible entity services.
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Familiarity with fiduciary governance, risk management and regulatory compliance frameworks.
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Opportunity to develop broad, practical experience across trustee and responsible entity solutions.
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Exposure to fund establishment, transactions, governance, compliance and ongoing fund operations.
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Opportunity to work across a range of alternative asset classes and client mandates.
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Direct engagement with experienced industry professionals and external stakeholders.
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Meaningful scope to take ownership, build technical capability and progress within the Group.
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Professional, high-standards culture with a strong focus on accountability and client service.
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Collaborative workplace with long-term growth opportunities.
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📌 Associate / Senior Associate, Trustee And Re Solutions (Victoria)
🏢 The Silc Group
📍 Victoria