Trust Manager

7 days ago

Brisbane, Australia Perpetual Limited Full time

The opportunity:
To ensure clients receive an exceptional service whilst administering accounts efficiently and in line with business and compliance guidelines and introducing appropriate specialists to support the delivery of activity to meet client’s needs. Provide a service to clients which maximises client retention and conversion opportunities and provide support for improvement activities within the team.

Sounds interesting? Here are some specifics about the opportunity:
- Act as the point of contact for clients and provide timely and accurate support and guidance to internal and external stakeholders in meeting the needs of these clients- Ensure accounts are administered efficiently effectively and in line with legislative and compliance guidelines- Ensure compliance is achieved on a profitable and commercial basis- Actively contribute to the attainment of high levels of internal and external client satisfaction- Support the team to ensure service deliverables are met- Drive referral and new revenue opportunities from the client book e.g. insurance, investment and estate planning- Actively participate in process improvement and development of tools and resources for the benefit of the business and client

To be considered for this opportunity, your qualifications, skills and experience could include:
- Minimum of 3 years’ experience in Trustee, Financial Services or Legal environment- Experience working in a client centric business environment- Understanding of risk and compliance obligations in a Financial Services environment- Sound problem solving and decision-making skills- Strong client and stakeholder (internal & external) management skills- Sound communication skills (written and verbal)- Influencing, negotiating and decision-making skills- Ability to deliver on time whilst working with complex information- Good attention to detail with an ability to manage multiple priorities- Personal resilience with the ability to work in a fast-paced business environment- Tertiary qualified

Our opportunity

We’d love to learn more about how your interests and experience could be a fit. Here at Perpetual, we are committed to supporting a flexible working environment enabling you to work how and where you work best.

Our benefits
- Two weeks additional paid leave for Well-being & Community Leave
- Market competitive Parental Leave
- Access to our Well-being Benefits and Perpetual Discounts providing discounts and special offers on entertainment, clothing, homeware, gift cards, technology, travel, dining and more

Why join us?

You'll be joining a growing client-focused and collaborative global team with a values and purpose-driven culture. Each and every day our people bring to life our enterprise behaviours - Stretch, Own It, and Make an Impact. We value Diversity and Inclusion and know that the unique backgrounds, experiences, and perspectives of our people contribute immensely to the delivery of our purpose and strategy. We’re living this commitment as a WGEA Employer of Choice for Gender Equality and have a growing number of employee-led networks to raise awareness and promote Diversity and Inclusion at Perpetual. We are extremely proud to work directly with over 23 Aboriginal language groups in various communities across Australia and we pay our respects to all Aboriginal and Torres Strait Islander People: and to their Elders past and present. Aboriginal and Torres Strait Islander People are strongly encouraged to apply.

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