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Trust Portfolio Coordinator

2 weeks ago

Perth, Western Australia beBeeRelationship Full time $90,000 - $120,000

The key role of the Relationship Manager is to ensure clients receive exceptional service in the management of their Trust accounts.

About the Role
  • Gain a thorough understanding of the needs and circumstances of clients to effectively manage their Trust accounts.
  • Regularly review and manage the book of accounts, ensuring awareness of compliance and regulatory controls.
  • Administer Trust accounts in accordance with governing documents, legislation, and company policies on a profitable and commercial basis.
  • Collaborate with specialist teams to support service delivery and client experience.
  • Seek input from senior members of the team and specialists to resolve complex matters.
About You
  • A minimum of 2 years' experience in fiduciary services, risk management, or compliance.
  • Experience working in a client-centric business environment.
  • Strong knowledge of fiduciary practices.
  • Understanding of regulatory requirements in a financial services environment.
  • Effective problem-solving and decision-making skills.