Associate, Agency & Trustee – Perpetual Corporate Trust

• Build hands on experience across Agency and Trustee transactions
• Work directly with clients, lawyers and financial services specialists
• Develop your corporate trust expertise across varied client matters

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.

Perpetual Corporate Trust (PCT), a specialist business within the Perpetual Group, is a leading fiduciary, custody and digital business in Australia, with operations in Singapore. We provide a unique range of products to help clients, and the industry, be more effective, efficient and economical while managing ever-increasing cyber security risks and maintaining compliance. Domestic and global financial institutions leverage our corporate strength, commercial approach, risk and compliance practices, expertise and service excellence in debt markets, managed funds and digital solutions to enable our clients success.

About the Role

Join Perpetual Corporate Trust as an Associate, Agency & Trustee, supporting the management of a portfolio of clients and matters where Perpetual acts as trustee of notes, agent and security trustee. In this role, you’ll help manage client transactions and trustee obligations while working closely with clients, external lawyers, service providers and internal teams. You’ll review transaction structures and documentation, support payments and account monitoring, and help identify and escalate potential risks.

Key Responsibilities

• Manage day to day relationships with clients and external service providers, responding promptly to reasonable requests
• Support Facility Agent and Security Trustee transactions, including reviewing structures and negotiating documentation
• Identify legal and operational risks and escalate onerous or non standard terms for appropriate review
• Work with Operations to facilitate payments and monitor bank accounts where required
• Monitor client obligations to help ensure trustee duties are completed accurately and on time
• Liaise with external lawyers and clients in performing Agent and Trustee duties and obligations
• Escalate potentially adverse events and support client billing, accounts receivable and broader team priorities

About you

• Business / accounting / economics / finance / law degree
• Minimum of 3+ years work experience with exposure to debt markets or financial services industry, ideally working in accounting or financial institution
• Understanding of the Australian Banking and payment system
• Knowledge of the Australian debt capital markets and ongoing regulatory developments
• Intermediate Excel skills (pivots, v-lookups, complex formulas, VBA)
• Background in Corporate Trust operations desirable.

We love hearing from people who are inspired to shape the future with us. If you're excited about this opportunity or about joining Perpetual Corporate Trust, we encourage you to apply.

How we work

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve. We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.

Employee benefits

• We’re committed to supporting hybrid working with our philosophy balancing business client and individual needs​ with 2 – 3 + days in modern recently renovated office​
• Work from anywhere in Australia for up to one month each year
• An annual allowance to empower you to prioritise your personal wellbeing
• Study support and commitment to supporting professional development.

About Us

Perpetual is an ASX-listed, diversified financial services company which has been serving clients since 1886.

Across our four business divisions - Perpetual Asset Management Australia, Perpetual Asset Management International, Perpetual Private and Perpetual Corporate Trust - we aim to protect and grow our clients' wealth, knowing that by doing so we can make a difference in their lives.

Trust is earned, every day.

We have been earning the trust of our clients for more than 130 years and pride ourselves on our long-standing client relationships - some of which span five generations.

Our People

Each and every day our people bring to life our enterprise behaviours – Stretch, Own It, and Make an Impact. The Perpetual team is diverse, expert and driven by the belief that we can make a difference in the lives of our clients. We value integrity, skill and teamwork and seek to find the best in each individual. Our reward is personal and professional development and the pride that comes from doing the best for our clients.

Our History

In 1885, a committee of business and professional people, including future Prime Minister, the Honourable Sir Edmund Barton, gathered in Sydney for the purpose of forming a trustee company. Perpetual Trustee Company Limited was formed on 28 September 1886 and since then has been entrusted by generations of Australians to manage, grow and protect their wealth.

Through wars, recessions and financial crises, we have continually evolved to meet the challenges of constant social, technological and economic change. Our core values and financial principles have endured through time and will continue to endure.