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One Investment Group
About us One Investment Group is a rapidly growing business providing fiduciary and administration services to fund managers with a high level of dedication and solutions to meet its clients’ needs. One Investment Gro…
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About the role
One Investment Group is a rapidly growing business providing fiduciary and administration services to fund managers with a high level of dedication and solutions to meet its clients’ needs.
One Investment Group employs people who have professional aptitude and are determined to develop a successful career. We support employees who want to further their skills through ongoing training and education.
To support our continuing growth, OIG is seeking a highly motivated individual to join the Corporate Trust team who will report to a Senior Manager or Director and work closely with the wider team on daily activities for all corporate trust related matters.
The team provides a diverse range of quality services to fund managers, trustees, responsible entities, non-banks and other clients in the financial services, corporate finance, debt capital markets and other industries. Some of our specific services include:
Security trustee for structured debt financing
Retail and Wholesale Custody
Note trustee for wholesale issues
Trustee for securitisation transactions
Escrow
Agency
Nominee for bare trust arrangements and staff / employee share plans
Local agent
Process agent
Company secretarial, resident director and corporate governance
Competitive salary and benefits, commensurate with your qualifications and experience
Opportunity to work in a professional, supportive and friendly work environment
On-the-job training and development
Flexible working arrangements
Involvement in leading capital markets and custody transactions and leading investment managers
Excellent CBD location with state-of-the art amenities
Working closely with the team, you will:
Assist or manage your own clients and assist with servicing clients across the various services offered by Corporate Trust
Assist with the on-boarding and integration of new business
Assist with payments on banking platforms
Maintain relationships with key clients and services providers
Negotiate complex structured finance transactions and other transactions across the wider team and products offered
Liaise with external solicitors, other advisers (e.g. accountants) and clients in connection with transaction documents/structures
Promote the Corporate Trust services business and its products at industry conferences, seminars and external training courses
The ideal candidate:
is degree qualified in a relevant area of study;
holds at least 3 to 5 years of relevant financial services experience;
RG 146 and/or industry qualifications desirable;
financial statements review experience;
risk and compliance experience;
experience with coaching and training colleagues;
is collaborative and keen to support a growing team;
wants to learn and contribute to the success of the team; and
is an effective communicator.
A Bachelor’s degree or similar desirable - all relevant disciplines welcome (Commerce, Finance, Business, Economics or Law)
3-5 years’ experience from a financial services business and good general corporate experience or understanding
An interest in financial markets
Be client focused
Experience in reviewing and negotiating transaction documents across the various services will be highly regarded
Advanced Excel, Word and PowerPoint skills
Keen eye for detail
Must be committed and driven to achieving excellence for clients
Pro-active and forward thinking
Excellent written and communication skills
Highly organised, able to prioritise and can manage multiple tasks with deadlines
Ability to work independently, under pressure and have initiative
Fast learner, ability to handle stress in a fast-paced environment
Able to demonstrate an analytical approach yet provide practical solutions to the business
The ability to pay strong attention to detail, business acumen and sound judgment
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