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Transaction Associate

Job Seekers Australia Accounting & Finance Financial Services

Job Summary

  • Sydney CBD
  • Permanent
  • BBBH787893
  • Jul 19, 2021
  • $60k - $80k
Job Description

Transaction Associate - Permanent Opportunity - $70,000k to $83,000k Including Super + bonus - Join one of Australia's oldest financial services institutes

Join a very well known brand as a Transaction Associate and expand your career with great mentorship and exposure to the business.

The Role

Onboarding new business and assisting with the compliance obligations that are associated with the establishment of all new registered schemes, trusts, and investment management appointments

Complete bank account openings, ABN, TFN, GST registration, stamping of scheme / trust documents, instructions to Custody / CDT in respect of initial REVS set up, acquisition of new assets. In respect of registered schemes to add new business to the fee calculation spreadsheet and upon request from Client Service to make amendments to the fee calculation spreadsheet as and when required.

Ensure all documentation, both physical and electronic is retained in accordance with stated filing protocols.

Assist the Senior Transaction Managers and Transaction Managers in the negotiation of relevant scheme / trust legal and contractual documentation where required.

Who you are

Tertiary qualifications (Business/ Accounting/ Economics or Law

Have worked in financial services for at least 18 months

In addition, experience in a financial services firm based in Asia/South East Asia will be highly regarded

If you believe you have the right qualifications please apply or send your CV and why you think you are the right candidate to


Consultant Details

Consultant Details

Melinda Bullock
  • Consultant | Accounting & Finance
  • +61 (0)2 8986 3149