
Portfolio Governance Specialist
2 weeks ago
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.
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