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Trust Manager

2 months ago

Shire of Central Goldfields, Australia Equity Trustees Ltd Full time
About the Role

We are seeking a highly skilled Trust Manager to join our team at Equity Trustees Ltd. As a Trust Manager, you will play a critical role in the effective administration and management of trusts, ensuring fiduciary duties are met and providing exceptional client service.

Key Responsibilities:
  • Build and Maintain Relationships: Develop and maintain strong relationships with solicitors, accountants, and beneficiaries to ensure seamless trust administration.
  • Trust Finalization: Facilitate the finalization of trusts, ensuring all requirements are met and fiduciary duties are upheld.
  • Prudent Person Reviews: Conduct thorough Prudent Person Reviews to safeguard trust interests and ensure compliance with trust administration guidelines.
  • Client Service: Resolve client issues promptly and provide exceptional service to maintain a high level of client satisfaction.
  • Compliance and Risk Management: Stay informed on legal developments in Estates and Trusts and ensure compliance with trust administration guidelines and legislation.
Requirements:
  • Expertise: Possess expertise in law, accounting, paralegal work, financial planning, or paraplanning.
  • Trust Administration Knowledge: Have a strong understanding of trust administration, trust accounting, and relevant legislation.
  • Communication Skills: Demonstrate excellent written and verbal communication skills for effective client interactions.
  • Attention to Detail: Possess strong attention to detail to ensure accurate trust administration.
  • Collaboration and Teamwork: Thrive in a team environment and demonstrate a collaborative approach to work.
  • Emotional Intelligence: Possess high resilience and emotional intelligence to manage complex situations.
  • Client Relationships: Proven ability to build lasting client relationships with quality service.
What We Offer:
  • Attractive Remuneration Package: Competitive salary and benefits package.
  • Employee Wellness Program: Access to employee wellness program, including discounted health insurance and employee assistance program.
  • Individual Learning and Development Budget: Opportunity to grow and develop your skills with an individual learning and development budget.
  • Workplace Volunteering and Giving Program: Chance to make a difference in the community through our workplace volunteering and giving program.
  • Group Salary Continuance Insurance: Protection for you and your loved ones through our group salary continuance insurance.
  • Discounted Tax and Estate Planning Services: Access to discounted tax and estate planning services.
  • Great Central CBD Location: Work in our modern offices with end-of-trip facilities in a great central CBD location.