Trust Manager
20 hours ago
As a Trust Manager at Equity Trustees, you will be responsible for managing a portfolio of trusts, ensuring fiduciary duties are met, and providing exceptional client service. Your key responsibilities will include:
- Building and maintaining relationships with solicitors, accountants, and beneficiaries.
- Facilitating the finalisation of trusts, ensuring all requirements are met.
- Completing Prudent Person Reviews to safeguard trust interests.
- Resolving client issues promptly, ensuring exceptional service.
- Staying informed on legal developments in Estates and Trusts.
- Ensuring compliance with trust administration guidelines and legislation.
To be successful in this role, you will need:
- Expertise in law, accounting, paralegal work, financial planning, or paraplanning.
- Understanding of trust administration, trust accounting, and the relevant legislation.
- Excellent written and verbal communication skills for effective client interactions.
- Strong attention to detail to ensure accurate trust administration.
- A collaborative approach, thriving in a team environment.
- High resilience and emotional intelligence to manage complex situations.
- Proven ability to build lasting client relationships with quality service.
As a Trust Manager at Equity Trustees, you will have the opportunity to work in a warm, open, and supportive culture, with an attractive remuneration package, including reward and recognition programs. You will also have access to an employee wellness program, including discounted health insurance and an employee assistance program, as well as an individual learning and development budget to help you grow. Additionally, you will be part of a workplace volunteering and giving program, and have access to group salary continuance insurance, discounted tax and estate planning services, and great central CBD location, modern offices, and end-of-trip facilities.
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