National Trust Compliance Manager
2 months ago
The role
At Clayton Utz we are seeking a dedicated National Trust Compliance Manager to lead our trust compliance efforts across Australia. Join our team of professionals who are responsible for upholding policies, procedures and law society regulations to ensure the integrity of our trust transactions. As the National Trust Compliance Manager, you will play a pivotal role in maintaining our high standards and contributing to our mission of excellence in legal services.
As the National Trust Compliance Manager, you will be responsible for overseeing the comprehensive trust compliance function on a national scale. Your role will encompass managing our diligent Trust team, ensuring accurate and timely trust transactions, and maintaining unwavering adherence to trust policies, procedures and legal regulations. Additionally, you will collaborate closely with our external auditors for annual trust account External Examinations conducted for each state.
Key responsibilities
This varied and exciting role will see you:
- Ensuring trust transactions (receipts, payments, transfers, transit monies) are processed by the trust teams within deadlines and are accurately recorded- Liaising with legal teams and trust teams to co-ordinate large and time critical trust settlements- Ensuring compliance with all trust policies, procedures and law society rules and regulations- Ensuring completion by the trust teams of daily, monthly and yearly tasks (daily bank reconciliations, annual trust statements, statutory deposit accounts, notifications to law societies etc)- Reviewing and sign-off of monthly trust compliance reports for each state prior to partner sign-off and completion- Overseeing the management of controlled monies accounts and liaising with bank relationship manager, as well as working closely with the treasury accountant to co-ordinate trust settlements via online banking system.- Monitoring of the national trust mailbox and trust workflow system to ensure requests are being actioned in a timely manner- Troubleshooting issues and assisting the trust teams with questions as they arise- Contributing to trust projects and system's testing, and other process improvements- Providing backup and assistance with the recording of trust transactions where required- Managing the office accounts receivable function
Skills & Experience
To be successful in this role, you will have:
- Minimum 2 years of experience in a similar Trust Accounting role in a law firm is required- Strong understanding of Trust Accounting rules and legislative requirements for the management of trust accounts-
- Understanding of relational databases is essential (Aderant Expert advantageous)- Exceptional attention to detail- Highly developed organisational skills with a hands-on approach to work tasks- Ability to communicate effectively with a variety stakeholders- Ability to lead and co-ordinate a team consisting of direct and indirect reports
How to Apply?
Consultant Contact Details
Nicole St John, (02) 9353 4928
Accessibility and Inclusion
For more information on Clayton Utz, please visit
Agency submissions
-
National Trust Compliance Manager
4 weeks ago
Sydney, New South Wales, Australia Clayton UTZ Full timeAbout the RoleClayton Utz is seeking a dedicated National Trust Compliance Manager to lead our trust compliance efforts across Australia. The successful candidate will play a pivotal role in maintaining our high standards and contributing to our mission of excellence in legal services.Key ResponsibilitiesOversee the comprehensive trust compliance function on...
-
National Trust Compliance Manager
4 weeks ago
Sydney, New South Wales, Australia Clayton UTZ Full timeAbout the RoleWe are seeking a dedicated National Trust Compliance Manager to lead our trust compliance efforts across Australia. The successful candidate will play a pivotal role in maintaining our high standards and contributing to our mission of excellence in legal services.Key ResponsibilitiesOversee the comprehensive trust compliance function on a...
-
Compliance Manager
1 month ago
Sydney, Australia HCF - Risk, Legal & Compliance Full timeAbout the role To provide advice and support on compliance matters to all business areas of HCF and its subsidiaries, including the management and maintenance of the compliance management framework and embedding an effective compliance culture into the decision-making processes and procedures of HCF. To work closely with the Senior Compliance Manager to...
-
Compliance Manager
4 weeks ago
Sydney, New South Wales, Australia HCF - Risk, Legal & Compliance Full timeAbout the RoleWe are seeking a highly skilled Compliance Manager to join our Risk, Legal & Compliance team at HCF. As a key member of our team, you will be responsible for providing advice and support on compliance matters to all business areas of HCF and its subsidiaries.Key Responsibilities:Ensure all HCF compliance obligations under the Risk Management...
-
Sydney, Australia Perpetual Full timeMore Time Off for What Matters: Enjoy up to 6 weeks of leaveLead the sustainability agenda to ensure the PCT business is ready for climate disclosureSupport integration of other key regulatory requirements impacting PCTPerpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three...
-
Manager, Corporate Trust
2 months ago
Sydney, Australia CSC (Corporation Service Company) Full time**Manager, Corporate Trust** **Australia** **Monday - Friday, 9.00am - 6.00pm** **Hybrid **Intro** You will work closely with members of the Corporate Trust team, and coordinate and manage the provision of timely and accurate trustee services for a portfolio of trusts including coordinating corporate secretarial, director approvals, investor reporting...
-
Corporate Trust Manager
4 weeks ago
Sydney, New South Wales, Australia Corporation Service Company Full timeJob SummaryWe are seeking a highly skilled and experienced Corporate Trust Manager to join our team at Corporation Service Company. The successful candidate will be responsible for coordinating and managing the provision of timely and accurate trustee services for a portfolio of trusts.Key ResponsibilitiesManage a book of investment manager clients and...
-
Faithful Trust Manager
2 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeAbout the Role:Anton Murray Consulting is seeking a seasoned Trust Manager to join their Sydney-based team. In this role, you will be responsible for managing a portfolio of trusts, providing general support and assistance for trust management activities, and identifying and resolving discrepancies with servicer/originator.Key Responsibilities:Manage an...
-
Trust Accounts Officer
5 months ago
Sydney, Australia Perigon Group Full timeCirca $85-95k package dependent on experience - Exceptional firm culture of collaboration, support and staff well-being - CBD offices with WFH flexibility - **Circa $85-95k package dependent on experience**: - **Exceptional firm culture of collaboration, support and staff well-being**: - **CBD offices with WFH flexibility** **The Opportunity** My client...
-
Sydney, New South Wales, Australia Perpetual Full timeAbout the RoleWe are seeking a highly skilled Sustainability and Compliance Manager to lead our corporate trust business in ensuring compliance with regulatory requirements and advancing our sustainability agenda.As a key member of our team, you will be responsible for:Developing and implementing a climate action plan to prepare for mandatory climate-related...
-
Trust Manager
2 months ago
Sydney, Australia AMP Full timeTrust Manager If you live in Australia or New Zealand, you've likely heard of AMP. But at a time when society is changing, we are too. We're now a nimbler business with new leadership and thinking. For us, these are exciting times. There's a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into...
-
Sydney, New South Wales, Australia Perpetual Full timeAbout the RoleWe are seeking a highly skilled Sustainability and Compliance Manager to join our team at Perpetual Corporate Trust. As a key member of our team, you will be responsible for leading the sustainability agenda and ensuring the business is ready for climate disclosure.Key ResponsibilitiesLead the sustainability agenda and provide subject matter...
-
Assistant Manager
3 months ago
Sydney, Australia CSC (Corporation Service Company) Full time**Assistant Manager, Corporate Trust** **Australia** **Monday - Friday, 9.00am - 6.00pm** **Hybrid **Intro** You will work closely with members of the Corporate Trust team, and coordinate and manage the provision of timely and accurate trustee services for a portfolio of trusts including coordinating corporate secretarial, director approvals, investor...
-
Assistant Manager
5 months ago
Sydney, Australia CSC (Corporation Service Company) Full time**Assistant Manager, Corporate Trust** Sydney, Australia Mon - Fri. 9am - 530pm Hybrid **Your Position** You will coordinate and manage the provision of timely and accurate trustee services for a portfolio of trusts including coordinating corporate secretarial, director approvals, investor reporting and corporate accounting services in relation to these...
-
Corporate Trust Portfolio Manager
4 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeJob Title: Corporate Trust Portfolio ManagerJob Summary: We are seeking a highly skilled Corporate Trust Portfolio Manager to join our team at Anton Murray Consulting. The successful candidate will be responsible for managing client relationships, ensuring timely regulatory lodgements, and maintaining operational excellence in activities in accordance with...
-
Trust Manager
5 months ago
Sydney, Australia Perpetual Limited Full timeAs a Trust Manager in Community and Social Investment your focus is on ensure clients receive an exceptional service whilst administering accounts efficiently and in line with business and compliance guidelines and introducing appropriate specialists to support the delivery of activity to meet client’s needs. Provide a service to clients which maximises...
-
Corporate Trust Portfolio Manager
3 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeJob Title: Corporate Trust Portfolio ManagerJob Summary: We are seeking a highly skilled Corporate Trust Portfolio Manager to join our team at Anton Murray Consulting. The successful candidate will be responsible for managing a portfolio of clients, building and maintaining effective client relationships, and delivering superior client service.Key...
-
Trust Manager
3 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full time**Trust Management Role**Anton Murray Consulting is seeking a skilled Trust Manager to join their team. The ideal candidate will have 2-4 years of experience in financial markets and 1+ year of securitisation trust management experience.Key Responsibilities:Support and assist trust management activities.Manage an assigned portfolio of trusts.Populate and...
-
Assistant Manager
6 months ago
Sydney, Australia Corporation Service Company Full timeAssistant Manager, Corporate Trust Sydney, Australia Mon - Fri. 9am - 530pm Hybrid Your Position You will coordinate and manage the provision of timely and accurate trustee services for a portfolio of trusts including coordinating corporate secretarial, director approvals, investor reporting and corporate accounting services in relation to these...
-
Senior Trust Services Manager
24 hours ago
Sydney, New South Wales, Australia Corporation Service Company Full timeAbout the Role At Corporation Service Company, we're seeking a highly skilled and experienced Senior Trust Services Manager to join our team. This role offers an exciting opportunity for an accomplished professional to leverage their expertise in trust services and contribute to the growth and success of our business. Your Responsibilities Manage a...