Client Relationship Officer (Equity Custody) 9 month secondment

An exciting 9-month secondment opportunity is now available for aClient Relationship Officerwithin the Corporate Trusts division of Sandhurst Trustees. This is a fantastic chance to develop your skills and experience in a dynamic team that provides essential custody and settlement services for property-related funds management products.

About the Role

As a Client Relationship Officer you will be at the heart of our client service and operations function providing investment administration and custody services for our institutional clients. You will engage with clients daily manage the settlement of various listed and unlisted securities and play a key role in maintaining our reputation for excellence in customer service and technical capability.

Your core responsibilities will include:

• Ensuring the accurate and timely settlement of trades across equities fixed interest and cash securities using systems like CHESS Austraclear and Garradin.
• Serving as a primary contact for client requests questions and reporting needs.
• Processing corporate actions and ensuring the accurate valuation of securities.
• Reconciling security and cash positions and maintaining up-to-date records.
• Collaborating with internal stakeholders to uphold risk compliance and internal control standards.

Who Were Looking For

We are seeking a motivated individual with a strong attention to detail and a drive to learn. You will be a great fit for this role if you have:

• Strong communication and time management skills with the ability to prioritise tasks and meet tight deadlines.
• A solid understanding of the share settlement process and general custody requirements. Knowledge of financial markets is highly desirable.
• Experience with cash payment systems (e.g. online banking Austraclear).
• Proven ability to work effectively both independently and as part of a collaborative team.
• Experience in a Custody or Operations role within Funds Management or with systems like CHESS and Garradin would be a significant advantage.

This secondment is a unique opportunity to broaden your experience within the Wealth Management division and contribute to a high-performing team. If successful you will be located at the Melbourne Corporate Office.

How to apply

If you are interested in this opportunity please submit your application online including your CV and optional cover letter.

A position description is enclosed for this role:Client Relationship Officer Equity PD

Applications close COB Tuesday 27th January 2026.

For specific queries please contact Libby Prouse Senior Talent Acquisition Advisor

All internal candidates are required to notify their immediate leader when applying for a new career opportunity and you will be asked to acknowledge they have done so upon submission of your application.