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Trust Account Specialist

3 weeks ago


Perth, Western Australia beBeeFiduciary Full time $100,000 - $150,000

Job Description:

About the Role

We are seeking a skilled Relationship/Trust Manager to join our team. The successful candidate will be responsible for ensuring clients receive exceptional service in the management of their Trust accounts.

The ideal candidate will have a thorough understanding of the needs and circumstances of clients, as well as the ability to monitor and manage large books of accounts.

This is a unique opportunity to work with a leading organization and contribute to the delivery of exceptional client experiences.

About You

To be successful in this role, you will need:

  • A minimum of 2 years' experience in a relevant field, such as Trustee, Financial Services, Risk and Compliance, Dispute Resolution or Legal environment.
  • Experience working in a client-centric business environment.
  • Fiduciary knowledge.
  • An understanding of risk and compliance obligations in a Financial Services environment.

You will also need sound problem-solving and decision-making skills, as well as the ability to work collaboratively with specialist teams.

Benefits

We offer a range of benefits, including:

  • A flexible work environment that allows you to work from anywhere in Australia for up to one month each year.
  • An annual allowance to support your personal wellbeing.
  • Study support and commitment to supporting professional development.
Diversity and Inclusion

We are committed to creating an inclusive workplace where diversity is celebrated.

We encourage applications from Aboriginal and Torres Strait Islander People and are proud to support over 50 First Nations Communities.