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 Trustee Services Trust team who will report to a Senior Manager or Director Trustee Services and work closely with wider team on daily activities for all trustee related matters.

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The Trustee Services team works with both domestic and international investment managers.

What we offer n

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- Competitive salary and benefits, 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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- Working with some of the leading investment managers
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- Excellent CBD location with state-of-the art amenities
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The position n

Working collaboratively with the wider Trustee Services team you will:

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- Assist with managing thelifecycle of a portfolio of trust clients (including responding to client requests);
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- Work with the Trustee Services team members and risk and compliance to ensure compliance is managed appropriately in accordance with compliance plan controls.
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- Work with the Trustee Services team members and risk and compliance to monitor service providers including investment managers, custodians/administrators, registries and prime brokers.
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- Manage regulatory and other product updates to scheme documents including PDS updates.
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- Monitor the ongoing compliance with scheme documents including PDS and Constitutions and service provider agreements.
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- Participate in the review of key fund documents (e.g., IMA,



constitution and other agreements).
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- Review and input on offer documents and application forms.
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- Control the coordination between internal and external legal teams to review service provider agreements and other legal contracts.
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- Ensure Fund transactions are executed effectively, efficiently and within the deadlines set.
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- Assist with the on-boarding and integration of new business.
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- Assist with payments on banking platforms; and
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- Maintain relationships with key clients and service providers.
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About you n

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 n

Applicants with the following skills and experience will be preferred:

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- A Bachelor's degree or similar - all relevant disciplines welcome (Commerce, Finance, Business, Economics or Law)
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- An interest in the financial markets
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- Advanced Excel, Word and PowerPoint skills
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- Strong verbal and written communication skills
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- Quick learner, ability to handle stress in a fast paced environment
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- Problem solving skills with the ability to work independently and as part of a team
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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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- Highly organised, able to prioritise and can manage multiple tasks with deadlines
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- Able to demonstrate an analytical approach yet provide practical solutions to the business
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📌 Manager, Trustee Services (Sydney)
🏢 One Investment Group
📍 Sydney