As a Relationship Associate, you will play a vital role in our Relationships & Oversight Team,Melbourne or Sydney Are you ready to take your career to the next level?
Are you passionate about providing exceptional support and ensuring smooth client experiences in the financial services industry?
If so, we have an incredible prospect waiting for you at Equity Trustees as a Relationship Associate.
At Equity Trustees, we're looking for someone who thrives on delivering administrative excellence while understanding the intricacies of managing relationships in the financial sector.
As a Relationship Associate, you will play a vital role in our Relationships & Oversight Team, where you'll have the chance to make a real impact on our clients and the success of our listed and unlisted products.About the role:Provide administrative support, ensuring positive client experiencesUnderstand key stakeholders and company expectationsResolve Client and Service Provider issues, escalating when necessaryAssist in Fund transition, termination, and Accounts receivable processesPrepare submissions for internal committees and act as a delegate as neededAssist with the execution of Fund documents and contracts in line with policyContribute to system and process enhancements, striving for continuous improvementWhat you'll need to succeed:Tertiary qualification in Business, Finance,



or equivalentBasic knowledge of the financial services industryKnowledge of the managed funds industry with listed and unlisted productsStrong understanding of complex and growing organisational mattersBasic understanding of corporate governance and risk management.Ability to manage and prioritise workload and support company growthBasic knowledge of the Corporations Act and ASIC requirements for managed funds (highly regarded)Understanding of governance requirements to support the Relationship Managers in performing their duties (highly regarded)What we offer:A warm, open, and supportive cultureAn attractive remuneration package, including reward and recognition programsAn employee wellness program, including discounted health insurance and an employee assistance programA workplace volunteering and giving program to enable you to help others in the communityWe are proud to be part of the Top 30 Best Workplaces to Giveback ****Discounted tax and estate planning services16 weeks paid parental leave for the primary carerGreat central CBD location, modern office fit-out and end-of-trip facilitiesFlexible/Hybrid working environmentAbout Us - Trusted Since ****Equity Trustees was established in **** and is now one of Australia's largest specialist trustee companies.
We help our clients grow, manage and protect their wealth now and for future generations.
As a trustee company, we are responsible for always acting in our client's best interests, ensuring they feel safe, valued, and cared for.We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development.Just as you will help us grow our business, we will help you grow in your career.Equity Trustees is over 135 years strong - and growing.
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📌 Relationship Associate (Melbourne)
🏢 Equity Trustees
📍 Melbourne