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About the Role

This role is ideal for someone who thrives in a dynamic environment, enjoys building strong client relationships, and is passionate about delivering high-quality, compliant service to Investment Managers.

Responsibilities

• Manage general client relationships and enquiries, acting as a key contact for Investment Managers and service providers.
• Coordinate client operational meetings, service provider meetings and relevant activity across Responsible Entity Services pods.
• Conduct ongoing fee reviews and support the management of TIA agreements.
• Manage platform agreements, loan documents, application documents and related agreements to support client and fund requirements.
• Support listed investment requirements, including fund fact sheets and listed obligations.
• Consider income streaming requirements and coordinate relevant documentation and stakeholder input.
• Oversee the preparation and delivery of periodic and exit statements in line with client, fund and regulatory obligations.

Requirements

• Have worked in financial services for at least 3 years
• Ideally 2+ years in an outsourced Responsible Entity model
• Strong knowledge of the managed funds industry and operational experience (custody, administration, registry, audit, investment operations) relating to managed investment schemes is highly regarded.
• Strong relationship management skills.

Skills

• Relationship management

Location

• Sydney CBD
• Australia

Work Type

• Onsite
• Remote

Experience Level

• 3+ years in financial services
• 2+ years in an outsourced Responsible Entity model

Education Level

• Tertiary qualifications in law, business, accounting or other similar discipline

Salary/Compensations

• $99,000 - $133,000 AUD

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

About the Company

• 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.
• PCT is a market leader in fiduciary, custody, and digital solutions, with a strong presence in Australia and Singapore.
• We offer a unique suite of products designed to help our clients and the broader financial industry operate more effectively, efficiently, and securely.
• Our solutions address growing cybersecurity challenges while ensuring robust compliance.
• Domestic and global financial institutions rely on our corporate strength, commercial acumen, and deep expertise across debt markets, managed funds, and digital platforms.
• At PCT, we’re committed to service excellence and enabling client success through innovation and integrity.
• 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.

Equal Opportunity

• 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.