Unit Registry Operations Specialist

My client is a global financial services firm. They have over 750 staff in Australia, a low rate of turnover and offer multiple opportunities for career development. They recognise the need for work/life balance and offer flexibility to work from home.

They are currently recruiting for a Unit Registry Specialist. Although the role will be initially hired as a 12 month contract, there is a strong chance that it could go permanent in the future.

The Role

• Oversight of daily Trust price review and distribution.
• Review monthly/quarterly/annual transaction & tax statements.
• Monthly/quarterly/annual Trust and mandate reporting.
• Respond to all client and registry queries (by phone and email).
• Monitoring of all client, external and internal service level agreements (SLAs).
• Ownership of the relationship with external Client Service Teams.
• KYC/AML checks for mandate clients.

The Candidate

• At least three year's Unit Registry / Transfer Agency experience at an Asset Manager / Financial Services firm.
• Excellent written, verbal and presentation skills and the ability to communicate effectively at all levels.
• Ability to build strong internal and external relationships.
• Ability to work flexible hours and manage time effectively.

To be considered for these roles please apply via this website. I will then provide you with feedback as soon as possible.

Julian Soames

Associate Director - Banking & Financial Services