Job Description

Job Header

Intern - Operations & Oversight, Corporate Trustee Services

Advertiser: Equity Trustees LtdMore jobs from this company

Job Information

Job Listing Date
14 Jan 2020
Location
Melbourne, CBD & Inner Suburbs
Work Type
Contract/Temp
Classification
Banking & Financial Services, Funds Management

Intern - Operations & Oversight, Corporate Trustee Services

About us - Trusted since 1888

Equity Trustees (EQT) was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for generations to come. As a trustee company, it is our responsibility to always act in our clients’ 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.

About the role

Intern, Operations & Oversight, Corporate Trustee Services (CTS)

The key purpose of this role is to provide operational support across our client base, service providers and list of funds.

Specific duties include

Fund Administration:

  • Assist with fund related expenses/invoices.
  • Active involvement in allocated projects
  • Supporting Management in ad hoc tasks
  • Supplying accurate and timely data to internal and external parties (eg. platforms, researchers etc.) for all Funds to ensure they are relevant to Australian and International standards and their jurisdiction
  • Co-ordinate the PDS preparation and roll process collating internal and external information is appropriate, which would be relevant to Australian and International standards
  • Work co-operatively with internal and external counterparties to provide responses to queries and/or issues related to PDSs
  • Coordinate internal verification process with all relevant counterparties

Business Process:

  • Document procedures and make recommendations for improvements in procedures. Maintain procedure documentation
  • Administration of records and files for efficient operation, including ensuring that filing is in accordance with established procedures, and up to date.

Stakeholder Management:

  • Work in building a strong Equity Trustees team environment to deliver success
  • Participate in broader business projects as required.
  • Establishes effective relationships and regular contact with key internal stakeholders
  • Liaise with internal teams to improve effectiveness of processes
  • Contribute and where appropriate prepare any sales/marketing material required to develop and maintain relationships.

What you'll need to succeed:

  • Tertiary Qualifications in Accounting or Finance will be well regarded
  • Some exposure to the Financial Services industry
  • Data entry experience
  • Ability to complete set tasks and organise your time to complete required tasks
  • Demonstrated ability to be flexible and be able to cope with a variety of tasks
  • Competent in the use of Microsoft Office
  • Ability to work with a wide range of people
  • Good written and verbal communication skills
  • Good mathematical ability.

What we can offer you:

  • A warm, open and supportive culture.
  • An attractive remuneration package, including reward and recognition programs.
  • Paid parental leave and flexibility to help you achieve balance in your life.
  • An employee wellness program, including discounted health insurance and an employee assistance program.
  • An individual learning and development budget to help you grow.
  • A workplace volunteering and giving program to enable you to help others in the community.
  • Group Salary Continuance insurance to protect you when you need it most.
  • Discounted tax and estate planning services.
  • Great central CBD location, new office fit out and end of trip facilities.

Equity Trustees is 130 years strong - and growing. Apply now to be part of a successful contemporary trustee company!

Agencies please note that this vacancy is being managed directly by the Equity Trustees’ HR team. We will contact our preferred agency partners should we require additional support. Thank you

If this sounds like the job for you, please apply with a cover letter and resume`.

 

About us - Trusted since 1888

Equity Trustees (EQT) was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for generations to come. As a trustee company, it is our responsibility to always act in our clients’ 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.

About the role

Intern, Operations & Oversight, Corporate Trustee Services (CTS)

The key purpose of this role is to provide operational support across our client base, service providers and list of funds.

Specific duties include

Fund Administration:

  • Assist with fund related expenses/invoices.
  • Active involvement in allocated projects
  • Supporting Management in ad hoc tasks
  • Supplying accurate and timely data to internal and external parties (eg. platforms, researchers etc.) for all Funds to ensure they are relevant to Australian and International standards and their jurisdiction
  • Co-ordinate the PDS preparation and roll process collating internal and external information is appropriate, which would be relevant to Australian and International standards
  • Work co-operatively with internal and external counterparties to provide responses to queries and/or issues related to PDSs
  • Coordinate internal verification process with all relevant counterparties

Business Process:

  • Document procedures and make recommendations for improvements in procedures. Maintain procedure documentation
  • Administration of records and files for efficient operation, including ensuring that filing is in accordance with established procedures, and up to date.

Stakeholder Management:

  • Work in building a strong Equity Trustees team environment to deliver success
  • Participate in broader business projects as required.
  • Establishes effective relationships and regular contact with key internal stakeholders
  • Liaise with internal teams to improve effectiveness of processes
  • Contribute and where appropriate prepare any sales/marketing material required to develop and maintain relationships.

What you'll need to succeed:

  • Tertiary Qualifications in Accounting or Finance will be well regarded
  • Some exposure to the Financial Services industry
  • Data entry experience
  • Ability to complete set tasks and organise your time to complete required tasks
  • Demonstrated ability to be flexible and be able to cope with a variety of tasks
  • Competent in the use of Microsoft Office
  • Ability to work with a wide range of people
  • Good written and verbal communication skills
  • Good mathematical ability.

What we can offer you:

  • A warm, open and supportive culture.
  • An attractive remuneration package, including reward and recognition programs.
  • Paid parental leave and flexibility to help you achieve balance in your life.
  • An employee wellness program, including discounted health insurance and an employee assistance program.
  • An individual learning and development budget to help you grow.
  • A workplace volunteering and giving program to enable you to help others in the community.
  • Group Salary Continuance insurance to protect you when you need it most.
  • Discounted tax and estate planning services.
  • Great central CBD location, new office fit out and end of trip facilities.

Equity Trustees is 130 years strong - and growing. Apply now to be part of a successful contemporary trustee company!

Agencies please note that this vacancy is being managed directly by the Equity Trustees’ HR team. We will contact our preferred agency partners should we require additional support. Thank you

If this sounds like the job for you, please apply with a cover letter and resume`.

 

The application form will include these questions:
  • Which of the following statements best describes your right to work in Australia?
  • What's your expected annual base salary?
  • How many years' experience do you have in the financial services industry?
  • How much notice are you required to give your current employer?

Report this job advert

Be careful- Don’t provide your bank or credit card details when applying for jobs. If you see something suspicious .

Share this role