Trusted Financial Governance Specialist

5 days ago

Sydney, New South Wales, Australia beBeeTrustCompliance Full time $104,999 - $124,999
Job Title

A dedicated Trust Compliance Manager is required to lead our trust compliance efforts across Australia.

The role involves overseeing the comprehensive trust compliance function on a national scale, encompassing managing a diligent team, ensuring accurate and timely trust transactions, and maintaining adherence to trust policies, procedures and legal regulations.

  • Trust transactions (receipts, payments, transfers, transit monies) are processed by the teams within deadlines and accurately recorded.
  • Liaising with legal teams and trust teams to coordinate large and time-critical trust settlements.
  • Completion of daily, monthly, and yearly tasks (daily bank reconciliations, annual trust statements, statutory deposit accounts, notifications to societies etc).
  • Review and sign-off of monthly trust compliance reports for each state prior to partner sign-off and completion.
  • Management of controlled monies accounts and liaison with bank relationship manager, as well as working closely with the treasury accountant to coordinate trust settlements via online banking system.
  • Maintenance 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.
Key Responsibilities

To be successful in this role, you will have:

  • Minimum 2 years of experience in a similar Trust Accounting role.
  • Strong understanding of Trust Accounting rules and legislative requirements for the management of trust accounts.
  • Understanding of relational databases is essential.
  • Exceptional attention to detail.
  • Highly developed organisational skills with a hands-on approach to work tasks.
  • Ability to communicate effectively with various stakeholders.
  • Ability to lead and coordinate a team consisting of direct and indirect reports.

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