Corporate Trust Manager

his is an exceptional opportunity for you to play a pivotal role in managing relationships with key stakeholders, ensuring the smooth and compliant operation of multiple funds, and contributing to a culture that values collaboration, integrity, and continuous improvement. The organisation offers flexible working arrangements, ongoing training opportunities, and a supportive environment where your professional growth is prioritised.

You will be empowered to make meaningful contributions across fund onboarding, financial reporting, risk management, and staff development, all while being part of a knowledgeable and dependable team committed to delivering superior client service.

• Enjoy flexible working opportunities that support your work-life balance and allow you to thrive both remotely and in the office.
• Benefit from comprehensive training programmes designed to enhance your skills and keep you at the forefront of industry developments.
• Join a collaborative and inclusive team environment where your contributions are valued and your professional growth is supported through generous pensions contributions and ongoing mentorship.

What you'll do:

As a Corporate Trust Manager based in Sydney’s Governor Macquarie Tower location, you will be entrusted with overseeing the operational excellence of multiple funds. Your day-to-day responsibilities will centre around building strong stakeholder relationships—both internally across legal, compliance, finance teams—and externally with investment managers, auditors, registrars and more. You will be instrumental in ensuring regulatory obligations are met through diligent reporting of incidents or breaches while facilitating seamless onboarding for new funds. By mentoring junior colleagues and participating in internal projects or business development initiatives when required, you’ll help foster an inclusive workplace culture. Your attention to detail will shine as you review fund documents, prepare financial reports for board approval, coordinate audits and maintain accurate records. Success in this role means consistently meeting deadlines for fund transactions and reporting while actively contributing to a positive team environment through open communication and knowledge sharing.

• Manage relationships with key stakeholders including fund unitholders, investment managers, trustee company boards, legal, risk and compliance teams, fund registrars, administrators, custodians, external lawyers, auditors, and finance teams to ensure all aspects of fund operations are handled efficiently and compliantly.
• Work closely with fund auditors and administrators to ensure audited accounts are completed within relevant deadlines while maintaining clear communication throughout the process.
• Ensure timely completion of Tickit Tasks and report all incidents and breaches to risk and compliance in accordance with regulatory requirements.
• Assist with onboarding new funds by reviewing key documents such as IMAs, constitutions, offer documents, application forms, and updating internal registers.
• Train and mentor junior team members by providing guidance on daily tasks and supporting their professional development within the team.
• Support internal projects as required by collaborating effectively with colleagues across different departments to achieve project goals.
• Escalate issues identified by clients, trustees or team members to senior management promptly to facilitate pragmatic solutions.
• Attend investment manager requests within agreed timelines while preparing payment request forms (PRFs) and ensuring unit prices are reviewed before release.
• Assist with preparation of board papers, memos, promotional materials, annual due diligence visits of key service providers, document execution requests, maintenance of execution registers, termination and winding up of funds as needed.
• Coordinate stakeholders involved in audit processes; ensure annual and half-year financial reports are lodged on time; assist with compliance plan audit requests; manage risks associated with your role; promote diversity and inclusion; participate in mandatory training sessions; contribute to business development activities.

What you bring:

Your proven experience as a Corporate Trust Manager will be underpinned by tertiary qualifications in finance or a related field alongside several years spent navigating the complexities of financial services. You bring not only technical expertise but also excellent interpersonal skills that enable you to build trust-based relationships across diverse stakeholder groups. Your collaborative nature means you thrive when working together towards common goals—whether mentoring junior colleagues or partnering with other departments on cross-functional projects. You have demonstrated success managing multiple priorities simultaneously without compromising on quality or compliance standards. Your proficiency with advanced Excel functions supports efficient data analysis while your strong written communication skills ensure clarity in all documentation prepared for board meetings or regulatory submissions. Above all else, your commitment to continuous learning keeps you abreast of industry changes so that you can adapt quickly while maintaining high standards of performance.

• Tertiary qualifications in finance or related discipline provide a solid foundation for understanding complex fund structures.
• A minimum of three to five years’ experience in financial services equips you with practical insights into the funds management industry.
• Demonstrated base-level understanding of trusts and various structures enables you to navigate diverse asset classes confidently.
• Strong verbal and written communication skills allow you to interact effectively with stakeholders at all levels within the organisation.
• Good commercial awareness ensures you can identify opportunities for improvement while maintaining compliance standards.
• Proven ability to work collaboratively within teams fosters an environment where knowledge is shared freely among colleagues.
• Advanced Excel skills along with competency in Word and PowerPoint are highly desirable for preparing reports and presentations efficiently.
• RG 146 certification is highly regarded as it demonstrates your commitment to industry best practices.
• Experience mentoring junior staff members highlights your nurturing approach towards professional development within the team.
• A keen eye for detail combined with an understanding of risk management concepts ensures accuracy in all aspects of fund operations.

What sets this company apart:

Established over a decade ago as an independent leader in Australian funds management services specialising in responsible entity roles, trustee operations, corporate trust administration—and more—the organisation stands out for its unwavering commitment to integrity, inclusivity and client-centricity. With expertise spanning real estate investments through private equity infrastructure credit equities mortgage hedge funds tax compliance unit registry corporate secretarial services—you’ll find yourself surrounded by knowledgeable professionals who value teamwork above all else. Flexible working arrangements empower employees to balance personal commitments alongside career ambitions while generous pension contributions reflect genuine investment in long-term wellbeing. Ongoing training ensures everyone remains at the cutting edge of regulatory developments so that every member feels supported no matter their stage of career progression. The company’s dedication to fostering diversity means every voice is heard; every contribution matters—making this an ideal place for those seeking both professional challenge and communal support.

What's next:

If you’re ready to take the next step in your career journey within a collaborative environment that values your expertise—apply now!

Apply today by clicking on the link provided.

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or call Stuart Sellar on 02 8289 3200 for a confidential discussion.