Trust Account Specialist

3 days ago

Perth, Western Australia beBeeAccount Full time $100,000 - $140,000
Trust Account Specialist

The role of Trust Account Specialist is centered around delivering exceptional client service in the management of their trust accounts.

This entails gaining a thorough understanding of each client's needs and circumstances to effectively manage their trust accounts.

  • Monitor and oversee the book of accounts to remain aware of compliance issues, including overdrawn accounts, uninvested funds, and regular controls.
  • Ensure trust accounts are administered in accordance with governing documents, legislation, and company policies on a profitable and commercial basis.

Collaborate with specialist teams to support service delivery and enhance client experience, including advisers, investment specialists, tax specialists, property and operations teams, and paraplanners.

Key responsibilities include:

  • Managing trust accounts to ensure optimal performance and adherence to regulatory requirements.
  • Building strong relationships with clients to understand their needs and deliver tailored solutions.
  • Collaborating with cross-functional teams to drive business growth and improve client satisfaction.

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