_{22nd September, 2025}

We are seeking a Senior Associate, Operations & Oversight to join our Corporate Trustee Services team. Reporting to the Manager, Operations & Oversight, this role is central to supporting operational functions across our extensive client base and managed funds. This is an excellent opportunity for an operations professional who enjoys variety, values stakeholder engagement, and is committed to delivering high-quality service in a regulated environment.
 
 
Key Responsibilities

• Complete regular operational tasks including filings with service providers, regulatory authorities, or government bodies.
• Participate in the set-up of managed investment schemes, collaborating with internal stakeholders and external service providers.
• Assist with custody and bank account openings for managed funds.
• Manage ongoing operational requirements such as market account renewals and overseas tax relief documentation.
• Assist with fund-related expenses/payments and support the team in ad-hoc tasks.
• Maintain procedure documentation and contribute to process improvement.
• Build strong relationships with internal stakeholders and participate in broader business projects.
• Ensure compliance with relevant policies and legislation, and manage risk within the business unit.

 
What You'll Need to Succeed

• Experience within the managed funds industry - fund administration, custody, and investment operations highly regarded.
• Ability to complete set tasks fully and accurately, with strong attention to detail.
• Demonstrated ability to manage multiple tasks with competing deadlines.
• Continuous improvement mindset and strong written and verbal communication skills.
• Ability to work with a wide range of stakeholders.
• Competent use of the Microsoft Office suite.
• Tertiary qualification in Business or Finance, with experience working in Fund Administration.

 
What we offer

• A warm, open, and supportive culture.
• An attractive remuneration package, including reward and recognition programs.
• An employee wellness program, including discounted health insurance and an employee assistance program.
• A workplace volunteering and giving program to enable you to help others in the community.
• We are proud to be part of the Top 30 Best Workplaces to Giveback 2024.
• Discounted tax and estate planning services.
• 16 weeks paid parental leave for the primary carer.
• Great central CBD location, Modern office fit-out and end-of-trip facilities.
• Flexible/Hybrid working environment.

 
About us - Trusted since 1888
Equity Trustees 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 future generations. As a trustee company, we are responsible for always acting in our client's 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. Equity Trustees is over 145 years strong - and growing. Apply now to be part of a successful contemporary trustee company!

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