Trust Associate

2 weeks ago

Sydney, New South Wales, Australia Perpetual Limited Full time
Sounds interesting? Here are some specifics about the opportunity:

  • Act as the point of contact for philanthropic clients and support the trust management team to provide timely and accurate support and guidance to internal and external stakeholders in meeting the needs of these clients
  • Monitor and manage a book of philanthropic accounts, ensuring they are administered in accordance with governing documents, compliance, legislation and company policy on a profitable and commercial basis
  • Work collaboratively with specialist teams to support the service delivery and client experience, including: Financial Advisers, Investment Specialists, Tax specialists, Property and Operations team, and Paraplanners
  • Work proactively and collaboratively with the Senior Manager and team to improve business process and procedures
To be considered for this opportunity, your skills and experience could include:

  • Strong client and stakeholder (internal & external) management skills
  • Tertiary qualified or relevant previous experience: we are open to applicants from a variety of fields of study or workplaces
  • Philanthropic experience is favored
  • Pride yourself on attention to detail with an ability to manage multiple priorities
  • Sound problem solving and decisionmaking skills
Our opportunity We'd love to learn more about how your interests and experience could be a fit.

Here at Perpetual, we are committed to supporting a flexible working environment enabling you to work how and where you work best.

Our benefits

  • Two weeks additional paid leave for Wellbeing & Community Leave
  • Market competitive Parental Leave
  • Access to our Wellbeing Benefits and Perpetual Discounts providing discounts and special offers on entertainment, clothing, homeware, gift cards, technology, travel, dining and more
Why join us? You'll be joining a growing client-focused and collaborative global team with a values and purpose-driven culture.

Each and every day our people bring to life our enterprise behaviours - Stretch, Own It, and Make an Impact.

We value Diversity and Inclusion and know that the unique backgrounds, experiences, and perspectives of our people contribute immensely to the delivery of our purpose and strategy.

We're living this commitment as a WGEA Employer of Choice for Gender Equality and have a growing number of employee-led networks to raise awareness and promote Diversity and Inclusion at Perpetual.

We are extremely proud to work directly with over 23 Aboriginal language groups in various communities across Australia and we pay our respects to all Aboriginal and Torres Strait Islander People:
and to their Elders past and present. Aboriginal and Torres Strait Islander People are strongly encouraged to apply.

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