Trust Manager

2 weeks ago

Sydney, Australia Perpetual Limited Full time

Sounds interesting? Here are some specifics about the opportunity:

- Build a thorough understanding of the needs and circumstances of clients so that client needs are effectively managed.
- Manage workload and service milestones to achieve timely and quality outcomes for clients.
- Act as the point of contact for clients and provide timely and accurate support and guidance to internal and external stakeholders in meeting the needs of these clients.
- Ensure Trusts are administered efficiently effectively and in line with legislative and compliance guidelines.
- Ensure compliance is achieved on a profitable and commercial basis.
- Work collaboratively with specialist teams to support the service delivery and client experience, including: Advisers, Investment Specialists, Tax specialists, Property and Operations team, and Paraplanners.

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

- Minimum of 3 years’ experience in Trustee, Financial Services, Accounting, Aged Care, Community Services & Legal environment
- Experience working in a client centric business environment
- Fiduciary knowledge desirable
- Understanding of risk and compliance obligations in a Financial Services environment
- Sound problem solving and decision-making skills
- Strong client and stakeholder (internal & external) management skills and communication skills (written and verbal)

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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