Trust Manager

5 days ago

Sydney, Australia Perpetual Limited Full time

As a Trust Manager in Community and Social Investment your focus is on 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 accounts and provide timely and accurate support and guidance to internal and external stakeholders in meeting needs.
- 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
- Monitor and manage a book of philanthropic accounts and ensure accounts are administered in accordance with governing documents, compliance, legislation and company policy on a profitable and commercial basis
- Build a thorough understanding of the needs and circumstances of clients so that client needs are effectively managed
- Work collaboratively with specialist teams to support the service delivery and client experience, including: Financial Advisers, Investment Specialists, Tax specialists, Property and Operations team, and Paraplanners

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
- Fiduciary knowledge
- Understanding of risk and compliance obligations in a Financial Services environment
- Sound problem solving and decision-making skills

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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