Job Title: Business Relationship Coordinator
Description:
We are seeking a highly motivated and organized individual to join our team as a Business Relationship Coordinator. In this role, you will be responsible for providing exceptional administrative support to our clients, ensuring smooth and positive experiences.
About the Role:
* Provide administrative support to ensure client satisfaction
* Understand key stakeholders and company expectations
* Resolve Client and Service Provider issues, escalating when necessary
* Assist in Fund transition, termination, and Accounts receivable processes
* Prepare submissions for internal committees and act as a delegate as needed
* Assist with the execution of Fund documents and contracts in line with policy
* Contribute to system and process enhancements, striving for continuous improvement
Requirements:
* Tertiary qualification in Business, Finance, or equivalent
* Basic knowledge of the financial services industry
* Knowledge of the managed funds industry with listed and unlisted products
* Strong understanding of complex and growing organization matters
* Basic understanding of corporate governance and risk management
* Ability to manage and prioritize workload and support company growth
* Basic 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 and supportive work environment
* An attractive remuneration package
* An employee wellness program
* A workplace volunteering and giving program
* Discounted tax and estate planning services
* Flexible working arrangements
About Us:
We are a leading specialist trustee company with over 130 years of experience. We help our clients grow, manage, and protect their wealth now and for future generations. Our commitment to excellence and our passion for delivering exceptional results have earned us a reputation as one of Australia's most trusted and respected companies.