Quick-paced yet requiring attention to detail and logical thinking, a love for completing tasks efficiently and in accordance with mapped processes, and enjoyment in being highly productive and solutions-focused.
Eticore is a quick-growing company with opportunities for the right candidate. Eticore is a corporate trustee administering approx $12billion in fuds under management. We are known for our excellence in quality of output, bespoke and agile solutions for clients, consistency and accuracy of all work, and most importantly our ethical tone, values and transparency.
Key responsibilities
Online banking payments, file uploads and bank account establishment
Processing investor applications, redemptions and transfers
Maintaining CRM database
Maintaining obligation diary system
Maintain register of investors and associates information
Preparation and distribution of statements,
reports and notices
Group email inbox management
Client liaison
Electronic filing
Undertake, review and document research in relation to clients and investors, including ASIC searches, website searches, verifying documentation received, and organisational charts
About you
Outstanding attention to detail - candidates will be tested on this
Ability to follow processes in sequence is essential
Basic to intermediate Microsoft Excel skills
Ability to work independently and take ownership of tasks
Ability to manage time effectively, handle competing priorities and meet strict deadlines
High level verbal and written communication skills
Ability to face challenges with a positive, forward-thinking attitude
📌 Trust Operations Associate Sydney
🏢 Eticore
📍 Sydney
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