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Posted 16d ago
ONBOARDING MANAGER, NEW BUSINESS
Equity Trustees
Sydney NSW 2000•Full time
$90k - $120k
KEY POINTS WE FOUND
- Manage end-to-end onboarding of new fund structures and custody appointments.
- Build and maintain strong relationships with clients and stakeholders.
- Lead negotiation and preparation of legal documentation for new fund establishments.
Posted 9d ago
PRIVATE CLIENT ADVISER
Equity Trustees
Adelaide SA 5000•Full time
$90k - $120k
KEY POINTS WE FOUND
- Provide trusted financial advice to clients during significant life transitions.
- Build and grow the Private Client advice offering through relationship-led business development.
- Collaborate with internal stakeholders to deliver holistic wealth management and investment advice.
Posted 2d ago
SENIOR MANAGER, PRODUCT DISCLOSURE & GOVERNANCE
Equity Trustees
Melbourne VIC 3000•Full time
$120k - $150k
KEY POINTS WE FOUND
- Provide subject matter expertise on investment products and disclosure obligations.
- Review and edit Product Disclosure Statements (PDSs) and other disclosure documents.
- Build trusted relationships with stakeholders to drive high-quality disclosure outcomes.
Posted 2d ago
SENIOR MANAGER, PRODUCT DISCLOSURE & GOVERNANCE
Equity Trustees
Sydney NSW 2000•Full time
$120k - $150k
KEY POINTS WE FOUND
- Provide subject matter expertise on investment products and disclosure obligations.
- Review and edit Product Disclosure Statements (PDSs) and other disclosure documents.
- Build trusted relationships with stakeholders to drive high-quality disclosure outcomes.
Posted 28d ago
WORKFLOW AUTOMATION SPECIALIST
Equity Trustees
Sydney NSW 2000•Full time
$80k - $100k
KEY POINTS WE FOUND
- Design and deliver workflow automation solutions using Nintex and Microsoft 365 technologies.
- Collaborate with stakeholders to understand requirements and streamline processes.
- Provide technical guidance and support for automated processes.
Posted 28d ago
WORKFLOW AUTOMATION SPECIALIST
Equity Trustees
Melbourne VIC 3000•Full time
$80k - $100k
KEY POINTS WE FOUND
- Design and deliver workflow automation solutions using Nintex and Microsoft 365 technologies.
- Collaborate with stakeholders to understand requirements and streamline processes.
- Provide technical guidance and support for automated processes.
Posted 22d ago
TRANSACTIONS ASSOCIATE - FUND SERVICES
Equity Trustees
Sydney NSW 2000•Full time
$70k - $90k
KEY POINTS WE FOUND
- Support the delivery of fund lifecycle solutions for asset managers.
- Coordinate onboarding, transition, and termination activities.
- Manage project trackers and ensure compliance with internal policies.
Posted 14d ago
RELATIONSHIP MANAGER, ACTIVE PHILANTHROPY (6 MONTH FIXED TERM CONTRACT)
Equity Trustees
Melbourne VIC 3000•Full time
$80k - $100k
KEY POINTS WE FOUND
- Manage a portfolio of Active Philanthropy clients including public and private ancillary funds.
- Build and maintain relationships with philanthropists and corporate clients to maximise giving impact.
- Contribute to business development and continuous improvement initiatives within the philanthropy sector.