Trust Associate

2 weeks ago

Sydney, Australia Perpetual Limited Full time

The role of a Trust Associate - Estates is focused on working alongside the Trust Managers ensuring estates are administered efficiently, effectively and in line with legislative and compliance guidelines.

Sounds interesting? Here are some specifics about the opportunity:

- Maintain regular and effective contact with stakeholders
- Assist Trust Managers with regular compliance tasks and service requests.
- Manage the estate renunciation process
- Deliver Exceptional Client Service
- There may be instances where a book of clients may be provided to the Associate
- Provide support to Trust Managers in relation to client enquiries and trust management activities.
- To assist with projects and operational improvement initiatives affecting Estates
- To ensure all Estates are compliant with legal and business requirements
- To achieve high levels of internal and external client satisfaction

To be considered for this opportunity, your qualifications, skills and experience could include:

- Minimum three years' experience in an administrative role
- A proven excellence in written and verbal communication skills
- Proven experience operating in a client focused role
- Strong attention to detail and compliance focus
- Some knowledge of laws relating to trust & estate administration
- Experience in managing multiple stakeholders and relationships

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 Well-being & Community Leave
- Market competitive Parental Leave
- Access to our Well-being 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.

  • Trust Associate

    2 weeks ago

    Sydney, New South Wales, Australia Perpetual Limited Full time

    The role of a Trust Associate - Estates is focused on working alongside the Trust Managers ensuring estates are administered efficiently, effectively and in line with legislative and compliance guidelines.Sounds interesting? Here are some specifics about the opportunity:Maintain regular and effective contact with stakeholders Assist Trust Managers with...

  • Unit Trust Operations Associate

    2 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    SydneyAsset ManagementPermanentThe Unit Trust Operations Associate is responsible for assisting the Team Manager with making sure the team functions smoothly and the daily tasks of the team are delivered on time.The team is responsible for end-to-end processes for Unit Trust investments including trade processing, distributions, management fee rebate, month...

  • Unit Trust Operations Associate

    4 weeks ago

    Sydney, Australia Anton Murray Consulting Full time

    SydneyAsset ManagementPermanentThe Unit Trust Operations Associate is responsible for assisting the Team Manager with making sure the team functions smoothly and the daily tasks of the team are delivered on time.The team is responsible for end-to-end processes for Unit Trust investments including trade processing, distributions, management fee rebate,...

  • Unit Trust Operations Associate

    2 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Sydney- Funds Management- PermanentThe Unit Trust Operatiosn Associate is responsible for assisting the Team Manager with making sure the team functions smoothly and the daily tasks of the team are delivered on time.The team is responsible for end-to-end processes for Unit Trust investments including trade processing, distributions, management fee rebate,...

  • Trust Associate

    2 weeks ago

    Sydney, New South Wales, Australia Perpetual Limited Full time

    Permanent full-time role based in Sydney, CBD. Qualify for a range of exciting benefits, incl. two weeks of additional paid leave each year focused on wellbeing & community. Strong heritage built on trust, integrity and stability.As a Trust Assoicate - Health and Personal Injury, your role is focused on working with clients and supporting the team to ensure...

  • Trust Associate

    4 weeks ago

    Sydney, 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...

  • 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...

  • Associate, Governance and Oversight – Perpetual Corporate Trust

    2 weeks ago

    Sydney, New South Wales, Australia Perpetual Limited Full time

    Associate, Governance and Oversight – Perpetual Corporate Trust page is loaded Associate, Governance and Oversight – Perpetual Corporate Trust Apply locations Sydney time type Full time posted on Posted 2 Days Ago job requisition id R665012 Month Max Term ContractProvide Third Party Oversight and Operational Due Diligence SupportWork where we work best...

  • Associate, Governance and Oversight – Corporate Trust

    2 weeks ago

    Sydney, New South Wales, Australia Perpetual Full time

    12 Month Max Term ContractProvide Third Party Oversight and Operational Due Diligence SupportWork where we work best - Hybrid office/work-from-home environmentOur corporate trust business is a leading provider of fiduciary and digital solutions to the banking and financial services industry in Australia and Singapore. It administers securitisation...

  • Associate, Governance and Oversight – Corporate Trust

    2 weeks ago

    Sydney, New South Wales, Australia Perpetual Full time

    12 Month Max Term Contract Provide Third Party Oversight and Operational Due Diligence Support Work where we work best - Hybrid office/work-from-home environment Our corporate trust business is a leading provider of fiduciary and digital solutions to the banking and financial services industry in Australia and Singapore. It administers...

  • Eoi - Associate/vp, Sales Trader (Markets Division)

    2 weeks ago

    Sydney, New South Wales, Australia Hex Trust Full time

    EOI - Associate/VP, Sales Trader (Markets Division)ABOUT HEX TRUSTHex Trust is Asia's leading provider of digital asset custody solutions for Banks & Financial Institutions, using leading-edge Blockchain technology. Led by innovators from the financial services industry, Hex Trust has built a proprietary platform that delivers a new way for financial...

  • Associate Portfolio Manager

    4 weeks ago

    Sydney, Australia Australian Retirement Trust Full time

    **Due to continued growth, we are seeking a highly motivated, experienced, and dedicated Associate Portfolio Manager with a focus on Real Estate to join our dynamic team.** **Why join us?** - State of the art offices with offerings like end of trip facilities, yoga and multi faith room, barista coffee, indoor gardens, and a multitude of spaces to encourage...

  • Associate, Governance and Oversight – Perpetual Corporate Trust

    3 weeks ago

    Sydney, Australia Perpetual Full time

    12 Month Max Term ContractProvide Third Party Oversight and Operational Due Diligence SupportWork where we work best - Hybrid office/work-from-home environmentOur corporate trust business is a leading provider of fiduciary and digital solutions to the banking and financial services industry in Australia and Singapore. It administers securitisation...

  • Associate, Governance and Oversight – Perpetual Corporate Trust

    3 weeks ago

    Sydney, Australia Perpetual Full time

    12 Month Max Term Contract Provide Third Party Oversight and Operational Due Diligence Support Work where we work best - Hybrid office/work-from-home environment Our corporate trust business is a leading provider of fiduciary and digital solutions to the banking and financial services industry in Australia and Singapore. It administers...

  • Trust Accountant

    2 weeks ago

    Council of the City of Sydney, Australia HLB Mann Judd Full time

    Are you looking to join a firm where client feedback is encouraged and become part of a culture that is always looking to improve on our client service.Focus on career development and opportunityFlexible work life balance - Home and officeClient Choice award winners As members of HLB International and one of the fast growing dynamic networks, HLB Mann Judd...

  • Senior Client Associate

    4 weeks ago

    Sydney, Australia Anton Murray Consulting Full time

    SydneyAsset ManagementContract or TemporaryThe Senior Client Associate is responsible for providing support to the Client Management team and deliver superior client service, ensuring all trustee obligations/operational activities are met in a timely manner.Ideal candidates will have 3+ years’ experience in Unit Trust, managed funds, registry or client...

  • Senior Client Service Associate

    1 month ago

    Sydney, Australia Anton Murray Consulting Full time

    SydneyAsset ManagementContract or TemporaryThe Senior Client Associate is responsible for providing support to the Client Management team and delivering superior client service, ensuring all trustee obligations/operational activities are met in a timely manner. Ideal candidates will have 3+ years’ experience in a unit trust, managed funds, registry, or...

  • Client Services Associate

    4 weeks ago

    Sydney, Australia Anton Murray Consulting Full time

    SydneyAncillary AreasPermanentOur client is a leading financial services provider, looking for a Client Services Associate to join their team.This is a great client services role where you will primarily interact with internal clients, and perform routine operational tasks in the lifecycle of transactions including billing, payments, data entry, reporting...

  • Senior/MidLevel Trust/Modelling Analyst

    2 weeks ago

    Sydney, New South Wales, Australia ROBERT WALTERS AUSTRALIA Full time

    Contract type: FULL_TIME Specialism: Banking & Financial Services Focus: Operations Industry: Financial Services Salary: Competitive Salary Workplace Type: Hybrid Experience Level: Associate Location: Sydney FULL_TIME Consultant: Stuart Sellar Job reference: /001 Date posted: 8 May 2024 sydney banking-financial-services/operations...

  • Full Time Sales Associate

    2 weeks ago

    Sydney, Australia HERMES AUSTRALIA PTY LTD Full time

    **25.06.2024** Full Time Sales Associate - Sydney Trust Boutique Contract type: Regular position Country/Region: Australia City: Sydney, New South Wales Job: Retail Experience: Not applicable Company: HERMES AUSTRALIA PTY LTD *** Job description A creator, artisan and seller of objects since 1837, Hermès is a family-owned French house underpinned...