About the role

This position is responsible and accountable for ownership of and responsibility for the delivery of accurate and timely operations for Eticore, a corporate trustee with approx $12billion funds under management. This role will be responsible for management of the Trust Operations team comprising 4 people and managing banking and third-party service provider relationships to ensure Eticore and its clients receive appropriate service and ongoing support.

Key to delivery in this role is excellence in quality of output, timeliness, consistency and accuracy of all work; the ability to follow processes at all times and facilitate completion of tasks in a logical sequence-driven and solutions-focused manner; understanding and keeping up to date on Eticore's policies, goals, and ethos; and adhering to and promoting Eticore's ethical tone.

Key responsibilities
Undertaking Trust Operations and ensuring delivery is timely, accurate and of the highest qualified standard
Processing investor applications
Maintaining CRM database and obligation diary system




Maintaining register of investors and associated information
Preparation and distribution of statements, reports and notices
Group email inbox management
Client liaison
Online banking approvals and bank account establishment
Overseeing the day-to-day management of the Trust Operations team
Operational onboarding of new trusts and clients

About you
Outstanding attention to detail - you will be tested on this as part of the recruitment process
Intermediate Microsoft Excel skills
Ability to take ownership of tasks and ensure they are followed through to completion
Highly disciplined and organised approach to work, with the ability to consistently follow processes and procedures
Ability to effectively manage a small operational team
Ability to thrive in a quick-paced operational workplace, manage competing priorities and meet strict deadlines
High level verbal and written communication skills
Ability to face challenges and change with a positive, forward-thinking attitude

📌 Head Of Trust Operations Sydney
🏢 Eticore
📍 Sydney