Client Associate - Responsible Entity Services – Perpetual Corporate Trust

Work in brand‑new, state‑of‑the‑art offices in the heart of Sydney’s CBD

Salary Package Range:  $68,000.00 - 92,000.00 AUD Annual

Be part of a brand recognised as Trustee of the Year for ten consecutive years

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.  

This is an exciting opportunity to become part of the Responsible Entity Services within Perpetual Corporate Trust (PCT) a specialist business within the Perpetual Group.   PCT, is a leading fiduciary, custody, digital and markets business. With operations across Australia and Singapore, we support domestic and global managed funds, banking and financial services organisations, government bodies and sovereign wealth funds, and not-for-profits.

About the Role

Are you passionate about delivering exceptional client service and thrive in a detail-oriented, fast-paced environment? Perpetual Corporate Trust is seeking a proactive and dedicated Client Associate to join our Responsible Entity team.  In this dynamic role, you’ll play a key part in supporting our Client Management team, ensuring trustee obligations and operational activities are met with precision, professionalism, and in line with Perpetual’s high standards.

Key Responsibilities

Assisting the Client Service Managers to manage all trusts activities and administer trustee back-office matters in accordance with policies and procedures

Manage payments with internal and external custodians

Administer trustee back-office activities in accordance with policies and procedures with daily and Ad-hoc tasks

Maintain key scheme documents records including filing and archiving in accordance with Policy requirements

Assist in managing finance matters; including debtors, expenses and billing across the client management team including the collection and collation of data required

Monitor and complete all compliance requirements for allocated clients/funds

Assist with maintenance of data and data entry in compliance management system (Client Connect)

Ensure working knowledge of all clients “owned” by the team to provide back-up and operational flexibility

Act in accordance with Perpetual’s goals & values

Develop a sound understanding of the legal, regulatory, and operational frameworks in place that govern funds  

Assist in building & maintain operational relationships with allocated clients.

About you

We’re looking for someone with:

Degree in Finance, Business, Accounting, or Economics is desirable

Minimum 2 years’ experience in financial services or a related field

Have relevant work experience within Financials Services, Funds Management or Custody Operations

Have a firm interest in investment administration / investment operations

Understanding of corporate trust and fund structures

Strong attention to detail and ability to manage multiple priorities

Strong communication and interpersonal skills to engage effectively with clients and stakeholders

Be comfortable working in a fast-paced environment.

We love hearing from people who are inspired to shape the future with us. If you're excited about this opportunity or about joining Perpetual Corporate Trust, we encourage you to apply.

How we work  

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.

Employee benefits

Work from anywhere in Australia for up to one month each year

An annual allowance to empower you to prioritise your personal wellbeing

Study support and commitment to supporting professional development

Diversity and inclusion

Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy

A growing number of employee-led networks who work to raise awareness and drive continued change

We support over 50 First Nations Communities, helping to secure the communities' future.  We encourage applications from Aboriginal and Torres Strait Islander People

We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.