Financial Trust Specialist

4 days ago


Sydney, New South Wales, Australia beBeeTrustManager Full time $80,000 - $140,000

As a trust management professional, you will have the opportunity to collaborate with key stakeholders in a diverse role, consulting with financial institutions of various sizes.

Key Responsibilities:

- Support and assistance for managing trusts.
- Full responsibility for overseeing an assigned portfolio of trusts.
- Populate and reconcile cash reconciliations for trusts.
- Manage subscription processes for trust funding.
- Oversee trust month end processes.
- Identify and resolve discrepancies between servicer/originator and trustee.
- Run cashflow distribution waterfall calculations.
- Instruct trustee to make required payments.
- Liaise with stakeholders as needed.
- Maintain and develop financial models (supported by ongoing training and mentoring).

To succeed in this role, you will need 1-3 years experience in structured financial markets, with strengths in securitisation and debt markets. Solid Excel skills, including modelling, are essential, along with excellent communication skills.



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