_{06th January, 2026}

We’re seeking a hands-on leader to manage key operational functions across a diverse portfolio of clients and managed funds. This role leads a high-performing team responsible for fund invoicing, revenue reporting, RG97 fee disclosure oversight, and operations for property and non-standard assets across our Small APRA Funds portfolio.

You’ll thrive in a fast-paced environment, solving problems, driving continuous improvement, and driving effective and efficient processes. If you're passionate about operational excellence and stakeholder engagement, enjoy operations and finance, we’d love to hear from you.

About the role:

• Lead and develop a high-performing team focused on client service and operational excellence.
• Lead a team responsible for fund invoicing, management reporting of revenue, and fee disclosure oversight.
• Lead the processes of debtor management to ensure timely collection of Equity Trustees fees.
• Lead to process of recording, coding and approving supplier invoices and ensure the timely and accurate payment of supplier invoices.
• Manage custody operations for property and non-standard assets within Small APRA Funds.
• Deliver accurate and timely management reporting associated with Revenue and supplier expenses to Group Finance and senior leaders.
• Co-ordinate information and act as the key liaison person with external and internal auditors across portfolio.
• Resolve stakeholder queries related to fund expenses and invoicing.
• Drive continuous improvement across systems, processes, and controls including playing a key role in transformation projects.
• Support compliance with regulatory and contractual obligations.
• Play an integral role in delivering Fund remediation programs such as unit pricing errors or other Fund incidents.

What You’ll Need to Succeed

• Experience in the investment/funds management/superannuation industry.
• Experience in a finance operations role which may include accounts payable, accounts receivable, invoicing.
• Knowledge of ASIC regulations guides and legislation relevant to managed funds.
• Proven leadership and people management capabilities.
• Excellent stakeholder engagement and communication skills.
• Strong organisational and problem-solving abilities.
• Tertiary qualifications in Business, Finance or similar.
• CA or CPA qualifications are highly regarded.

  
What We Can Offer You

• 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!
  

Apply For Job