Job Description
One Investment Group is a rapidly growing business providing fiduciary and administration services to fund managers with a high level of dedication and solutions to meet its clients' needs.
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One Investment Group employs people who have professional aptitude and are determined to develop a successful career. We support employees who want to further their skills through ongoing training and education.
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To support our continuing growth, OIG is seeking a highly motivated individual to join the Corporate Trust team who will report to a Senior Manager or Director and work closely with the wider team on daily activities for all corporate trust related matters.
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The team provides a diverse range of quality services to fund managers, trustees, responsible entities, non-banks and other clients in the financial services, corporate finance, debt capital markets and other industries. Some of our specific services include:
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Security trustee for structured debt financing
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Retail and Wholesale Custody
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Note trustee for wholesale issues
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Trustee for securitisation transactions
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Escrow
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Agency
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Nominee for bare trust arrangements and staff / employee share plans
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Local agent
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Process agent
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Company secretarial, resident director and corporate governance
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About us
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One Investment Group is a rapidly growing business providing fiduciary and administration services to fund managers with a high level of dedication and solutions to meet its clients' needs.
n
One Investment Group employs people who have professional aptitude and are determined to develop a successful career. We support employees who want to further their skills through ongoing training and education.
n
To support our continuing growth, OIG is seeking a highly motivated individual to join the Corporate Trust team who will report to a Senior Manager or Director and work closely with the wider team on daily activities for all corporate trust related matters.
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The team provides a diverse range of quality services to fund managers, trustees, responsible entities, non-banks and other clients in the financial services, corporate finance, debt capital markets and other industries. Some of our specific services include:
n
n
Security trustee for structured debt financing
n
Retail and Wholesale Custody
n
Note trustee for wholesale issues
n
Trustee for securitisation transactions
n
Escrow
n
Agency
n
Nominee for bare trust arrangements and staff / employee share plans
n
Local agent
n
Process agent
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Company secretarial, resident director and corporate governance
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What we offer
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Competitive salary and perks, commensurate with your qualifications and experience
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Opportunity to work in a professional, supportive and friendly work environment
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On-the-job training and development
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Flexible working arrangements
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Involvement in leading capital markets and custody transactions and leading investment managers
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Excellent CBD location with state-of-the art amenities
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Your position
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Working closely with the team, you will:
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Assist or manage your own clients and assist with servicing clients across the various services offered by Corporate Trust
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Assist with the on-boarding and integration of new business
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Assist with payments on banking platforms
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Maintain relationships with key clients and services providers
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Negotiate complex structured finance transactions and other transactions across the wider team and products offered
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Liaise with external solicitors, other advisers (e.g. accountants) and clients in connection with transaction
documents/structures
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Promote the Corporate Trust services business and its products at industry conferences, seminars and external training courses
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About you
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The ideal candidate:
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is degree qualified in a relevant area of study;
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holds at least 3 to 5 years of relevant financial services experience;
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RG 146 and/or industry qualifications desirable;
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financial statements review experience;
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risk and compliance experience;
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experience with coaching and training colleagues;
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is collaborative and keen to support a growing team;
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wants to learn and contribute to the success of the team; and
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is an effective communicator.
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What you'll need to succeed
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A Bachelor's degree or similar desirable - all relevant disciplines welcome (Commerce, Finance, Business, Economics or Law)
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3-5 years' experience from a financial services business and good general corporate experience or understanding
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An interest in financial markets
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Be client focused
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Experience in reviewing and negotiating transaction documents across the various services will be highly regarded
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Advanced Excel, Word and PowerPoint skills
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Keen eye for detail
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Must be committed and driven to achieving excellence for clients
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Pro-active and forward thinking
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Excellent written and communication skills
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Highly organised, able to prioritise and can manage multiple tasks with deadlines
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Ability to work independently, under pressure and have initiative
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Fast learner, ability to handle stress in a fast-paced environment
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Able to demonstrate an analytical approach yet provide practical solutions to the business
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The ability to pay strong attention to detail, business acumen and sound judgment
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📌 Manager Corporate Trust (New South Wales)
🏢 One Investment Group
📍 New South Wales