Trust Account Professional

2 weeks ago


Perth, Western Australia beBeeFiduciary Full time $90,000 - $120,000

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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