Trust Manager, Philanthropy

2 days ago

Sydney, New South Wales, Australia Perpetual Limited Full time $70,000 - $120,000 per year
  • More Time Off for What Matters: Enjoy up to 6 weeks of leave
  • Flexible Work Environment: Work where we work best - whether in the office or from home.
  • Work within a dedicated, supportive and high performing team

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.

The Trust Manager is focused on ensuring 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. Providing a service to clients which maximises client retention and conversion opportunities and provide support for improvement activities within the team

About the Role

  • 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 governance and commercial basis
  • Build a thorough understanding of the needs and circumstances of clients so that trust management requirements are effectively addressed
  • Actively contribute to the attainment of high levels of internal and external client satisfaction
  • Work collaboratively with specialist teams to support the service delivery, client experience, improve business process and procedures

About You

We're looking for someone with:

  • Minimum of 3 years' experience in charities/NFP legislative environment (desired)
  • 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
  • Strong client and stakeholder (internal & external) management skills
  • Sound communication skills (written and verbal)
  • Influencing, negotiating and decision-making skill

How we work

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.

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
  • Study support and commitment to supporting professional development

Diversity and inclusion

  • 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
  • We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People

We're committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.

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