Purpose of the role

This position is responsible and accountable for:

ownership of and responsibility for the delivery of accurate and timely Trust Operations;

Management of the Trust Operations team;

developing and delivering Eticore’s trust operations service levels, capabilities and efficiencies;

communicating with clients and external entities on matters relating to trust operations;

assisting the Trust Accounting, Trust Services and Trust Management teams across a range operations-related projects and duties;

building and maintaining strong relationships with clients;

Work with COO to implement automation and efficiencies for Trust Operations;

building the reputation of Eticore within the financial services and corporate trust industry, specifically in relation to client service, excellence in quality of output, bespoke and agile solutions for clients, consistency and accuracy of all work;

understanding and keeping up to date on Eticore’s policies, goals, and ethos; and

adhering to and promoting Eticore’s ethical tone, including ethical standards, corporate social responsibility and wellbeing of the community.

Key relationships and reporting structures

The role reports to the Chief Operating Officer

Deliverables

Overseeing the day-to-day management of the Trust Operations team and ensure delivery is timely, professional and error-free:

Processing investor applications

Maintaining EMS database and obligation diary system

Maintain register of investors and associated information

Preparation and distribution of statements, reports and notices

Group email inbox management

Client liaison

Online banking approvals, bank account establishment

Undertake, review and document research in relation to clients and investors, including:

ASIC searches

Website searches

Verifying documentation received

Organisational charts

Run operational models

Trust onboarding

Electronic filing

Other tasks as required by CEO, COO, Head of Trust Services

Assist in developing and documenting new procedures, and propose improvements to existing procedures;

Deliver trust operations services whilst ensuring risk management, exceptional customer service and efficiencies are prioritised and delivered.

Responsibilities

Relations with Eticore employees:

act in accordance with and continually reinforce Eticore’s vision, mission and values to other employees; and

ensure ongoing compliance with Eticore’s Code of Conduct and OH&S policies and procedures.

Communications:

provide ideas and advice to the COO to aid in the development and operational improvement of Eticore’s processes;

consistently present the organisation and its mission, values and services in strong, positive images to relevant stakeholders and the general public; and

undertake to represent the position and views of Eticore to all relevant internal and external stakeholders in a way that enhances the reputation of Eticore.

Corporate governance and risk management:

ensure all policies and procedures are adhered to at all times; and

maintain records and documents in accordance with the organisation’s procedures and ensure compliance with all relevant legislation and regulation.

Essential knowledge, skills and qualifications

Outstanding attention to detail;

Intermediate Microsoft Excel skills;

Ability to take ownership of tasks;

Ability to effectively manage an operational team;

Ability to manage time effectively, handle competing priorities and meet strict deadlines;

High level verbal and written communication skills;

Ability to face challenges with a positive, forward-thinking attitude.

About Eticore

Eticore is a privately owned company operating in the corporate trust space, providing financial services for structured debt and managed investment vehicles, including management accounting and administration services. The Company was founded by Belinda Smith, who sought to create a corporate trust and financial services business that provided exceptional service, standards and culture, for all stakeholder, client, employees, shareholders and others alike. Eticore is an Australian company, funded by a number of shareholders who are passionate about sharing Belinda's vision, and providing the industry with a choice they believe to be superior.