Trustee Relationship Manager

6 days ago

Sydney, New South Wales, Australia beBeeClient Full time $100,000 - $120,000

Our ideal candidate will have the ability to deliver exceptional service and ensure timely compliance with trustee obligations.

About the Role

The role of a Client Associate involves undertaking assigned activities to guarantee full trust compliance.

  • We are looking for someone who can administer trustee tasks in accordance with established policies and procedures.
  • The successful candidate will develop a comprehensive understanding of legal, regulatory, and operational frameworks governing funds.
  • The role requires acting in alignment with our organizational goals and values.
  • We require someone who can administer client/trust payments and expenses effectively.
  • Maintaining up-to-date knowledge of all clients is also an essential aspect of this role.

This position involves building and maintaining operational relationships with allocated clients.

The right individual should be able to manage payments with internal and external custodians efficiently.

A key aspect of this job is ensuring working knowledge of all clients.

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