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.

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 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.

n

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

What we offer n

n
- Competitive salary and benefits, commensurate with your qualifications and experience
n
- Opportunity to work in a professional, supportive and friendly work environment
n
- On-the-job training and development
n
- Versatile working arrangements
n
- Working with some of the leading investment managers
n
- Excellent CBD location with state-of-the art amenities
n

The position n

Working collaboratively with the wider Trustee Services team you will:

n

n
- Assist with managing the lifecycle of a portfolio of trust clients (including responding to client requests);
n
- Work with the Trustee Services team members and risk and compliance to ensure compliance is managed appropriately in accordance with compliance plan controls;
n
- Work with the Trustee Services team members and risk and compliance to monitor service providers including; investment managers, custodians/administrators, registries and prime brokers;
n
- Manage regulatory and other product updates to scheme documents including PDS updates;
n




- Monitor the ongoing compliance with scheme documents including PDS and Constitutions and service provider agreements;
n
- Participate in the review of key fund documents (e.g., IMA, constitution and other agreements);
n
- Review and input on offer documents and application forms;
n
- Control the coordination between internal and external legal teams to review service provider agreements and other legal contracts;
n
- Ensure Fund transactions are executed effectively, efficiently and within the deadlines set;
n
- Assist with the on-boarding and integration of new business;
n
- Assist with payments on banking platforms; and
n
- Maintain relationships with key clients and service providers.
n

About you n

The ideal candidate:

n

n
- is degree qualified in a relevant area of study;
n
- holds at least 3 to 5 years of relevant financial services experience;
n
- financial statements review experience;
n
- risk and compliance experience;
n
- experience with coaching and training colleagues;
n
- is collaborative and keen to support a growing team;
n
- wants to learn and contribute to the success of the team; and
n
- is an effective communicator.
n

What you’ll need to succeed n

Applicants with the following skills and experience will be preferred:

n

n
- A Bachelor’s degree or similar - all relevant disciplines welcome (Commerce, Finance, Business, Economics or Law)
n
- An interest in the financial markets
n
- Be client focused
n
- Advanced Excel, Word and PowerPoint skills
n
- Strong verbal and written communication skills
n
- Fast learner, ability to handle stress in a fast paced environment
n
- Problem solving skills with the ability to work independently and as part of a team
n
- Must be committed and driven to achieving excellence for clients
n
- Pro-active and forward thinking
n
- Highly organised, able to prioritise and can manage multiple tasks with deadlines
n
- Able to demonstrate an analytical approach yet provide practical solutions to the business
n

#J-18808-Ljbffr

📌 Manager, Trustee Services (Sydney)
🏢 One Investment Group, Australia
📍 Sydney