Trust Manager, Health and Personal Injury

2 weeks ago

Sydney, Australia Perpetual Limited Full time

Work where we work best - Hybrid office
- More time off for the things that matter - Up to 6 weeks’ leave
- Career progression- The wealth management business consists of three distinct brands in addition to Perpetual Private - Fordham, Jacaranda financial planning and Priority Life - offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations and Indigenous communities throughout Australia.- Perpetual Private is seeking a Trust Manager, Health and Personal Injury to join their team. The role is focused on managing a book of accounts to meet regulatory requirements and compliance obligations.- About the role- Monitor and manage the book of accounts and ensure awareness of compliance (e.g. overdrawn accounts, uninvested funds, Governing Document Reviews including court order, trust, wills, and all regular controls)
- Ensure accounts are administered in accordance with governing documents, 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: Advisers, Investment Specialists, Tax specialists, Property and Operations team, and Paraplanners
- About you- Minimum of 3 years’ experience working in a client centric business environment
- Understanding of risk and compliance obligations in a number of industries
- Sound problem solving and decision-making skills
- Strong client and stakeholder (internal & external) management skills
- Sound communication skills (written and verbal)

Behaviours
- Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.- Employee benefits-
- Work from anywhere in Australia for up to one month each year
- An annual allowance to empower you to prioritise your personal wellbeing
- Access to LinkedIn learning, study support and commitment to supporting professional development
- Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks’ secondment with JawunDiversity and inclusion-
- WGEA Employer of Choice for gender equality since 2018
- Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
- A growing number of employee-led networks who work to raise awareness and drive continued change

  • Solicitor

    5 days ago

    Sydney, New South Wales, Australia Law Partners Personal Injury Lawyers Full time $90,000 - $120,000 per year

    Personal Injury Lawyer – Abuse Practice Sydney CBD (directly above Town Hall Station)Are you a Lawyer with some Personal Injury experience who is ready to take your career in a meaningful new direction? Or do you already have experience in abuse law and want to grow further under the guidance of a respected industry leader? This is an exciting opportunity...

  • Injury Management

    2 weeks ago

    Sydney, New South Wales, Australia HAYLO People Full time $100,000 - $140,000 per year

    About the RoleWe are seeking an experiencedInjury Management & Safety Managerto join a well-established national business. This is a key dual-role opportunity that combines hands-on injury management across NSW sites with broader responsibilities in site safety systems, incident management, and compliance.This position would suit a confident, compassionate,...

  • Head Of Brand

    7 days ago

    Sydney, New South Wales, Australia Law Partners Personal Injury Lawyers Full time $120,000 - $180,000 per year

    Head of Brand, Content & Campaigns – Lead, Inspire and Drive GrowthLocation: Sydney CBD (above Town Hall Station)Work Type: Full-time | Hybrid work flexibilityAt Law Partners, we're proud to be Australia's largest specialist personal injury law firm — and we're growing fast. Our purpose is simple: to help more Australians get the compensation they...

  • Client Care Specialist

    1 day ago

    Sydney, New South Wales, Australia Law Partners Personal Injury Lawyers Full time $60,000 - $80,000 per year

    Join Law Partners – One of Australia's largest plaintiff personal injury law firmAtLaw Partners, we pride ourselves on delivering exceptional client care and achieving outstanding results for our clients. We're seeking a dedicated and proactiveClient Care Specialistto join our award-winning, fast-growing team in Sydney CBD. If you thrive in a dynamic...

  • Legal Writer

    2 weeks ago

    Sydney, Australia RELX Full time

    Legal Writer - Practical Guidance Personal Injury NSW (part-time) Are you a personal injury lawyer looking for a change and keen to flex your writing skills? This could be the job for you. About the Company This is a great opportunity to work for LexisNexis, a global organisation that provides world-class content and leading-edge technology and software...

  • Injury Management Specialist

    1 week ago

    Sydney, Australia Gallagher Full time

    About Us: Step into the world of Gallagher Bassett, where risk management becomes a canvas of possibilities. Join our growing team of dedicated professionals who guide those in need to the best possible outcomes for their health and wellbeing. As a steward of trust, you'll be part of a resilient team, armed with cutting-edge technology and a relentless...

  • Law Clerk

    1 week ago

    Sydney, New South Wales, Australia Law Partners Personal Injury Lawyers Full time $60,000 - $80,000 per year

    Law Clerk – Abuse Practice Sydney CBD (directly above Town Hall Station)Are you a dedicated Law Clerk with a genuine passion for helping vulnerable clients? This is a unique opportunity to joinLaw Partners, Australia's largest specialist personal injury firm, in ourrapidly growing Abuse practice.Why join us?Work under a highly respected solicitor and...

  • New Enquiries Specialist

    7 days ago

    Sydney, New South Wales, Australia Law Partners Personal Injury Lawyers Full time $60,000 - $80,000 per year

    New Enquiries Specialist Sydney CBD | Full-time | Hybrid Work ModelNo legal experience needed – full training providedLaunch your long-term career with Law Partners.Working in a modern legal office not a Call Centre.Are you a people-person with strong admin skills and a background in a phone-based customer service environment? Ready to take the next step...

  • Injury Management Advisor

    5 days ago

    Sydney, Australia HAYLO People Full time

    WFH and Hybrid with min 2 days on site - Development and progression available with a team based role - Make a direct impact within an employer based opportunity **HAYLO People **is a specialist recruitment agency supporting the Personal Injury and Insurance industry and are recruiting an opportunity for a well experienced **Injury Management Advisor Or...

  • Injury Management

    2 weeks ago

    Sydney, New South Wales, Australia HAYLO People Full time $80,000 - $120,000 per year

    About the RoleWe are seeking an experiencedInjury Management & Return to Work (RTW) Managerto join a well-established national business. This is a key dual-role opportunity that combines hands-on injury management across NSW sites with broader responsibilities in site safety systems, incident management, and compliance.This position would suit a confident,...