Trust Manager, Philanthropy

18 hours ago

Sydney, New South Wales, Australia Perpetual Limited Full time $104,000 - $130,878 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

  • 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

  • Support the team to ensure service deliverables are met particularly during peak periods and staff absences

  • Drive referral and new revenue opportunities from the client book eg Not for Profit business development, investment and estate planning

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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