Trust Operations Associate (Sydney)

Trust Operations Associate (Sydney)

09 Oct
|
Eticore
|
Sydney

09 Oct

Eticore

Sydney

Fast-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 rapid-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

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

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📌 Trust Operations Associate (Sydney)
🏢 Eticore
📍 Sydney

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