Portfolio Governance Specialist

2 weeks ago


Perth, Western Australia beBeeRisk Full time $115,000 - $145,000
Job Description

We are seeking a Relationship/Trust Manager to join our team in Perth.

The successful candidate will have a minimum of 2 years' experience in Trustee, Financial Services, Risk and Compliance, Dispute Resolution or Legal environment. They will possess fiduciary knowledge, understanding of risk and compliance obligations in a Financial Services environment, and sound problem-solving and decision-making skills.

The role requires the ability to build a thorough understanding of the needs and circumstances of clients so that their needs are effectively managed. You will monitor and manage the book of accounts and ensure awareness of compliance, including overdrawn accounts, uninvested funds, Governing Document Reviews, and all regular controls.

You will work collaboratively with specialist teams to support the service delivery and client experience, including Advisers, Investment Specialists, Tax specialists, Property and Operations team, and Paraplanners. The successful candidate will also actively seek input from Senior members of the team and specialists to resolve complex matters in a timely manner.

Our unique culture is underpinned by our three organisational behaviours, which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making, and the questions we ask and the problems we solve.

Key responsibilities include:

  • Maintaining accurate records and reports
  • Ensuring compliance with regulatory requirements
  • Managing relationships with clients and stakeholders
  • Collaborating with cross-functional teams

This is an excellent opportunity for someone who is looking to develop their skills and expertise in a dynamic and supportive environment.



  • Perth, Western Australia Csiro Full time

    **Acknowledgement of Country**:CSIRO acknowledges the Traditional Owners of the land, sea and waters, of the area that we live and work on across Australia. We acknowledge their continuing connection to their culture and pay our respects to their Elders past and present. View our vision towards reconciliation**Child Safety**:CSIRO is committed to the safety...


  • Perth, Western Australia beBeeGovernance Full time $180,000 - $200,000

    Project Governance LeadThis role spans the full project lifecycle, from early planning through to execution. The Senior Project Governance Specialist will be responsible for implementing a new project governance system, developing policies and procedures, managing portfolio performance, and overseeing the authorization process.The successful candidate will...


  • Perth, Western Australia Nes Fircroft Full time

    Our client, a well-known Tier One Mining Operator, is looking for a Specialist Portfolio Planner to join them on a six month contract basis.If you have previously worked as a project manager in the IT space or you are a guru with Power BI, keep reading**About the role**:- Work closely with the Asset Principal Portfolio Engineer to understand the project team...


  • Perth, Western Australia beBeePortfolio Full time $70,000 - $120,000

    Job Overview:The Portfolio Manager plays a vital role in ensuring the success of corporate technology projects. Key responsibilities include planning and designing project portfolios, providing support to architecture and governance, and ensuring timely and quality delivery.Key Responsibilities:Governance:Take responsibility for delivering the corporate...


  • Perth, Western Australia beBeeGovernance Full time $140,000 - $180,000

    Lead Governance and Risk SpecialistWe are seeking an experienced Lead Governance and Risk Specialist to drive our governance services, shape strategy, and mentor junior team members.This is a unique opportunity for a senior professional with excellent leadership skills to make a lasting impact on our organization.About the RoleDevelop and implement effective...


  • Perth, Western Australia beBeeAccount Full time $80,000 - $150,000

    Job OverviewThis position plays a key role in customer service, compliance and growth within our organization.As a valued team member, you will be responsible for maintaining a well-managed portfolio, managing workflows, and developing a detailed understanding of customer business and financial needs.Key ResponsibilitiesManage a portfolio of customers to...


  • Perth, Western Australia beBeeGovernance Full time $102,959 - $144,988

    Job Title: Planning and Governance SpecialistWe are seeking an experienced professional to join our team as a Planning and Governance Specialist. This is a unique opportunity to utilize your skills and expertise in planning, governance, and performance management to make a meaningful impact.About the Role:The successful candidate will be responsible for...


  • Perth, Western Australia beBeeLeasing Full time $80,000 - $125,000

    Commercial Property Leasing SpecialistThe State Government department is seeking a full-time Property Leasing Agent on an initial 6-month contract. This role involves managing a large portfolio of commercial properties across the state.Main Responsibilities:Respond to enquiries and liaise with offices, consultants, local shires, and other government...

  • Portfolio Director

    7 days ago


    Perth, Western Australia beBeeStrategic Full time $160,962 - $167,203

    Job DescriptionAs a key member of our technology team, you will be responsible for overseeing a diverse portfolio of programs and projects. Your primary goal will be to ensure alignment with business objectives, optimize resource allocation, and drive measurable value.This is a leadership opportunity that requires strategic thinking, exceptional stakeholder...


  • Perth, Western Australia beBeeCompliance Full time $100,000 - $140,000

    Governance and compliance roles involve overseeing organizational processes to mitigate risks. As a governance, risk, and compliance specialist, you will be responsible for maintaining cyber governance frameworks to ensure security risks are properly assessed and addressed.Key responsibilities include:Maintaining robust processes for documenting and assuring...