Trust Manager

3 days ago

Adelaide, South Australia eFinancialCareers Ltd. Full time
About the Role

We are seeking a highly skilled Trust Manager to join our team at eFinancialCareers Ltd. in a dynamic and growing environment. As a Trust Manager, you will play a key 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 with solicitors, accountants, and beneficiaries.
  • Facilitate the finalisation of trusts, ensuring all requirements are met.
  • Complete Prudent Person Reviews to safeguard trust interests.
  • Resolve client issues promptly, ensuring exceptional service.
  • Stay informed on legal developments in Estates and Trusts.
  • Ensure compliance with trust administration guidelines and legislation.
What You Need:
  • Expertise in law, accounting, paralegal work, financial planning, or paraplanning is highly regarded.
  • Understanding of trust administration, trust accounting and the relevant legislation e.g. Trustee Act, Administration and Probate Act is highly regarded.
  • 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.
What We Can Offer You:
  • A dynamic and supportive work environment.
  • An attractive remuneration package, including reward and recognition programs.
  • An employee wellness program, including discounted health insurance and an employee assistance program.
  • An individual learning and development budget to help you grow.
  • A workplace volunteering and giving program to enable you to help others in the community.
  • Group Salary Continuance insurance to protect you when you need it most.
  • Discounted tax and estate planning services.
  • A modern and well-equipped workspace.
About Us

eFinancialCareers Ltd. is a leading provider of financial services and solutions. We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. We are seeking a Trust Manager who shares our values and is passionate about delivering exceptional client service.

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