Responsible Entity Services – Operations Managers

One Investment Group is an independent provider of Responsible Entity, Trustee and Custody services to the financial services industry.

Members of the One Investment Group act as Responsible Entity or Trustee for in excess of 150 trusts. Whilst One Investment Group was only established 5 years ago, today we are the 3rd largest provider of Responsible Entity and Trustee services in the Australian market.

Due to continued growth and an influx of new roles, both registered and unregistered, One Investment Group is looking to employ a number of Operations Managers to its Responsible Entity and Trustee team.  The successful candidates will have a number of years experience in the operations of trusts.  The opportunity is to join a vibrant, collegiate and stimulating environment with an encouraging and high performance culture.

Your key responsibilities will include:

  • Ensuring daily transactions are completed accurately, completely and timely
  • Coordinating daily, monthly and quarterly transactional, asset and compliance reporting with fund managers
  • Managing service providers (both internal and external administrators, custodians and registrars)
  • Day to day contact with fund managers
  • End to end servicing for own client base
  • Interacting with business partners and bankers
  • Working with senior management and the compliance team to ensure compliance with policies and procedures
  • Responding to client requests in a timely fashion
  • Basic accounting knowledge at a minimum

About you

To be successful in this role you will have a minimum of 5 years’ relevant experience of working with trusts, plus the following:

  • Knowledge of registered and unregistered managed investment schemes
  • Experience in administering trusts
  • Strong interpersonal skills
  • High level of attention to detail
  • Strong verbal and written communication skills
  • Strong problem solving ability and immediate escalation of issues to senior management
  • Ability to work independently under pressure, and deal with multiple tasks and competing deadlines
  • Understanding of legal agreements and transactional documents

Salary will be commensurate with experience.

Should this role be of interest and you meet the above criteria, please send your Curriculum Vitae to [email protected]