Trust Manager
1 week ago
We are seeking a highly skilled Trust Manager to join our team at Equity Trustees. 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
- Establish and maintain strong relationships with solicitors, accountants, and beneficiaries.
- Facilitate Trust Finalization
- Ensure all requirements are met for the finalization of trusts.
- Complete Prudent Person Reviews
- Safeguard trust interests by conducting thorough Prudent Person Reviews.
- Resolve Client Issues
- Address client issues promptly and provide exceptional service.
- Stay Informed on Legal Developments
- Stay up-to-date on legal developments in Estates and Trusts.
- Ensure Compliance
- Ensure compliance with trust administration guidelines and legislation.
- Manage Product Changes
- Manage product changes, including terminations, mergers, and transitions.
- Support Reporting Needs
- Assist with reporting needs and support system implementation.
- Develop Policies and Procedures
- Develop and update policies and procedures for product changes.
- Collaborate with Internal Teams
- Collaborate with internal teams and external stakeholders for smooth transitions.
- Identify and Address Compliance Risks
- Identify and address compliance risks and issues.
- Deliver High-Quality Client Service
- Deliver consistent, high-quality client service and stay informed on CSTS products and services.
To be successful in this role, you will need:
- Expertise in Law, Accounting, or Paralegal Work
- Expertise in law, accounting, paralegal work, financial planning, or paraplanning is highly regarded.
- Understanding of Trust Administration
- Understanding of trust administration, trust accounting, and the relevant legislation (e.g. Trustee Act, Administration and Probate Act) is highly regarded.
- Excellent Communication Skills
- Excellent written and verbal communication skills for effective client interactions.
- Strong Attention to Detail
- Strong attention to detail to ensure accurate trust administration.
- Collaborative Approach
- A collaborative approach, thriving in a team environment.
- High Resilience and Emotional Intelligence
- High resilience and emotional intelligence to manage complex situations.
- Proven Ability to Build Client Relationships
- Proven ability to build lasting client relationships with quality service.
Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage, and protect their wealth now and for generations to come. As a trustee company, it is our responsibility to always act in our clients' best interests, ensuring they feel safe, valued, and cared for.
We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.
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