Building Client Relationships through Expert Trust Management

3 days ago

Perth, Western Australia beBeeFiduciary Full time $90,000 - $120,000
Relationship/Trust Manager Role Overview

We are seeking a seasoned professional to excel in the management of client Trust accounts.

  • Develop an in-depth understanding of client needs and circumstances.
  • Monitor and manage the book of accounts, ensuring adherence to compliance requirements.
  • Administer Trust accounts in accordance with governing documents, legislation, and company policy on a profitable and commercial basis.

This role requires:

  • A minimum of 2 years' experience in Trustee, Financial Services, Risk and Compliance, Dispute Resolution or Legal environment.
  • Experience working in a client-centric business setting.
  • Fiduciary knowledge.
  • An understanding of risk and compliance obligations in a Financial Services context.

We offer:

  • A unique corporate culture underpinned by key organisational behaviours: Stretch, Own it, Make an impact.
  • An annual allowance to support personal wellbeing.
  • Study support and a commitment to promoting professional development.
  • Diversity and inclusion initiatives.

We encourage applications from Aboriginal and Torres Strait Islander People. We strive to create an inclusive workplace where diversity is valued.

Key Responsibilities Include Managing Client Trust Accounts Developing In-Depth Client Understanding Monitoring And Adhering To Compliance Requirements Administering Trust Accounts Based On Governing Documents Legislation And Company Policy Promoting Professional Development And Fostering A Diverse Workplace

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