
Trust Account Professional
2 weeks ago
Job Title: Client Relationship Specialist
About the Role:
- To establish a profound understanding of clients' needs and circumstances, ensuring their requirements are effectively managed.
- To monitor and manage trust accounts, maintaining awareness of compliance, including court orders, trust deeds, wills, and regular controls.
- To administer trust accounts in accordance with governing documents, legislation, and commercial policy on a profitable basis.
- To collaborate with specialist teams to support service delivery and client experience.
About You:
- A minimum of 2 years' experience in trustee, financial services, risk, and compliance, dispute resolution, or legal environments.
- Experience working in a client-centric business environment.
- Fiduciary knowledge.
- An understanding of risk and compliance obligations in a financial services environment.
- Sound problem-solving and decision-making skills.
Our Culture:
We value integrity, skill, and teamwork. Our reward is personal and professional development, and the pride that comes from doing our best for our clients.
Benefits:
- Flexible work arrangements across Australia.
- An annual allowance to empower you to prioritize your personal wellbeing.
- Study support and commitment to supporting professional development.
Diversity and Inclusion:
- A strong commitment to all aspects of diversity and inclusion through a robust strategy.
- A growing number of employee-led networks who work to raise awareness and drive continued change.
- We encourage applications from diverse backgrounds.
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