Head of Trust Operations (Sydney)

Head of Trust Operations (Sydney)

14 Oct
|
Eticore Pty
|
Sydney

14 Oct

Eticore Pty

Sydney

Job Description

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.

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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 n

Undertaking Trust Operations and ensuring delivery is timely, accurate and of the highest skilled standard

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Processing investor applications

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Maintaining CRM database and obligation diary system

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Maintaining register of investors and associated information

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Preparation and distribution of statements, reports and notices

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Group email inbox management

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Online banking approvals and bank account establishment

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Overseeing the day-to-day management of the Trust Operations team

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Operational onboarding of new trusts and clients

About you n

Outstanding attention to detail - you will be tested on this as part of the recruitment process

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Ability to take ownership of tasks and ensure they are followed through to completion

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Highly disciplined and organised approach to work, with the ability to consistently follow processes and procedures

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Ability to effectively manage a small operational team

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Ability to thrive in a fast-paced operational environment, manage competing priorities and meet strict deadlines

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High level verbal and written communication skills

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Ability to face challenges and change with a positive, forward-thinking attitude

#J-18808-Ljbffr

📌 Head of Trust Operations (Sydney)
🏢 Eticore Pty
📍 Sydney

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