Where

Relationship Manager - Funds Administration

BERT
Adelaide Full-day Full-time

Description:

Introduction

William Buck has provided exceptional accounting and advisory services for over 125 years. We know that talent and growth go hand in hand. That careers are personal. That you should be valued for what you bring and respected for where you want to go.

Time to work where you matter.

More than just accountants and advisors, we aspire to create a positive change in the lives of our clients and our people. Every individual who works with us is recognised for who they are and given every opportunity to progress in a way that fulfils both their talents and aspiration. William Buck people enjoy better careers because we care. It's that simple. It's why our clients succeed too.

Care for a career with a company that cares?


Description

About the Role

As a Manager within our Managed Funds team, you will play a crucial role in delivering exceptional service to our clients, ensuring the timely delivery of pricing and registry services to boutique fund managers. You’ll be responsible for managing a portfolio of clients and fostering relationships while also overseeing operational efficiencies within the team.

Key Responsibilities:

  • Serve as the primary point of contact for fund managers and investors, ensuring a seamless experience and delivering timely unit pricing and registry services.
  • Develop a deep understanding of each client to ensure the firm is well placed for the provision of solutions and client service.
  • Identify opportunities to streamline operations and enhance the client experience.
  • Ensure all managed fund activities comply with relevant regulations and internal policies and are consistent with the Trust’s Constitution and Information Memorandum.
  • Build a high performing and accountable team ensuring clear guidance and leadership through developing, coaching and mentoring.
  • Collaborate closely with an offshore team in Philippines and manage direct reports in Australia including monitoring workflow.
  • Participate in business development activities to continually grow the division and attract new clients
  • Liaise with third parties including auditors and Responsible Managers to deal with queries as they arise

Skills And Experiences

About You

  • Strong client relationship and stakeholder management skills
  • Leadership experience with the ability to mentor and guide a team
  • Excellent analytical and problem-solving skills
  • Ability to work in a fast-paced environment and manage multiple priorities
  • Knowledgeable in various asset types and financial markets

5 May 2025;   from: uworkin.com

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