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.

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