Trust Manager

7 days ago

Adelaide, South Australia Equity Trustees Full time

We have an exciting opportunity for a Trust Manager to join our friendly and growing team in our new Adelaide office. This role offers rewarding work, where you will manage a portfolio of trusts while fostering strong relationships with beneficiaries. As part of a dynamic team, you'll play a key role in the effective administration and management of trusts, ensuring fiduciary duties are met, and providing exceptional client service. This is a chance to be part of a supportive, expanding team, and make a meaningful impact in a highly regarded and trusted company.

**About the role**
- Build and maintain relationships with solicitors, accountants, and beneficiaries.
- Facilitate the finalisation of trusts, ensuring all requirements are met.
- Complete Prudent Person Reviews to safeguard trust interests.
- Resolve client issues promptly, ensuring exceptional service.
- Stay informed on legal developments in Estates and Trusts.
- Ensure compliance with trust administration guidelines and legislation.

**Key Responsibilities**:

- Manage product changes, including terminations, mergers, and transitions.
- Support reporting needs and assist with system implementation.
- Develop and update policies and procedures for product changes.
- Collaborate with internal teams and external stakeholders for smooth transitions.
- Identify and address compliance risks and issues.
- Deliver consistent, high-quality client service and stay informed on CSTS products and services.

**What you need**:

- Expertise in law, accounting, paralegal work, financial planning, or paraplanning is highly regarded.
- understanding of trust administration, trust accounting and the relevant legislation e.g. Trustee Act, Administration and Probate Act. highly regarded.
- Excellent written and verbal communication skills for effective client interactions.
- Strong attention to detail to ensure accurate trust administration.
- A collaborative approach, thriving in a team environment.
- High resilience and emotional intelligence to manage complex situations.
- Proven ability to build lasting client relationships with quality service.

**What we can offer you**:

- A warm, open and supportive culture
- An attractive remuneration package, including reward and recognition programs
- An employee wellness program, including discounted health insurance and an employee assistance program
- An individual learning and development budget to help you grow
- A workplace volunteering and giving program to enable you to help others in the community
- Group Salary Continuance insurance to protect you when you need it most
- Discounted tax and estate planning services
- Great central CBD location, modern offices, and end-of-trip facilities.

**About us - Trusted since 1888**

Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for generations to come. As a trustee company, it is our responsibility to always act in our clients' best interests, ensuring they feel safe, valued, and cared for.

We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

  • Development Manager, Trusts

    1 week ago

    Adelaide, South Australia University Of Adelaide Full time

    About the roleThe University Advancement team within the External Engagement portfolio seeks to support the growth and success of the University through increased philanthropic revenue and broadening its engagement with alumni and its wider community. They now seek a Development Manager, Trusts and Foundations who will be responsible for establishing new and...

  • Trusted Advisor

    7 days ago

    Adelaide, South Australia beBeeInvestigation Full time $80,000 - $110,000

    Job Title:Trust Investigation CoordinatorJob Description:MinterEllison seeks a highly skilled Trust Investigation Coordinator to join their team. As a key member of the group, you will play a critical role in conducting trust investigations, reviewing financial instruments, and coordinating with clients and stakeholders.The ideal candidate will have a strong...

  • Program Manager

    1 week ago

    Adelaide, South Australia SA Housing Trust Full time $108,109 - $116,864 per year

    Job reference: 694815Location: ADELAIDEJob status: Short Term ContractEligibility: Open to EveryoneThe Program Manager-Urban Renewal reports directly to the Senior Manager - Urban Renewal and will be responsible for coordinating and delivering high written reporting across the urban renewal program. This includes understanding the scope and status of urban...

  • ASO7 Program Manager

    1 week ago

    Adelaide, South Australia SA Housing Trust Full time $108,109 - $116,864 per year

    South Australian Housing TrustJob reference:694815Location:5000 - ADELAIDEJob status:Short Term ContractEligibility:Open to EveryoneThe Program Manager-Urban Renewal reports directly to the Senior ManagerUrban Renewal and will be responsible for coordinating and delivering high written reporting across the urban renewal program. This includes understanding...

  • Director, Planning and Asset Management

    7 days ago

    Adelaide, South Australia SA Housing Trust Full time $70,000 - $120,000 per year

    Lead Strategic Transformation in Affordable Housing - Shape the Future of Asset Management in South AustraliaBe at the forefront of delivering the state's affordable housing visionGuiding $15 billion in housing assets & shaping long-term asset strategiesDefine the future of affordable and social housing in South AustraliaFull Job DescriptionLead Strategic...

  • aso7 program manager

    1 week ago

    Adelaide, South Australia South Australian Housing Trust Full time $108,109 - $116,864 per year

    South Australian Housing TrustJob reference: 694815Location: ADELAIDEJob status: Short Term ContractEligibility: Open to Everyone The Program Manager-Urban Renewal reports directly to the Senior ManagerUrban Renewal and will be responsible for coordinating and delivering high written reporting across the urban renewal program. This includes understanding...

  • director, planning and asset management

    7 days ago

    Adelaide, South Australia South Australian Housing Trust Full time $70,000 - $120,000 per year

    South Australian Housing TrustJob reference: 698685Location: ADELAIDEJob status: Long Term ContractEligibility: Open to Everyone Lead Strategic Transformation in Affordable Housing – Shape the Future of Asset Management in South AustraliaThis is a rare executive opportunity to lead one of South Australia's most critical and high-impact housing portfolios....

  • ASO6 Health, Safety and Wellbeing

    2 weeks ago

    Adelaide, South Australia SA Housing Trust Full time

    South Australian Housing TrustJob reference: 693561Location: ADELAIDEJob status: OngoingEligibility: Open to EveryoneAbout The RoleThe Health, Safety and Wellbeing (HSW) Project and Training Consultant is accountable for the planning, development, delivery and monitoring of high quality health, safety and wellbeing management systems, including training,...

  • Aso2 Customer Service Officer

    2 weeks ago

    Adelaide, South Australia SA Housing Trust Full time

    South Australian Housing Trust Job reference: 656448 Location: 5000 - ADELAIDEJob status: Short Term Contract Eligibility: Open to Everyone Role The Customer Service Officer is a role within the SA Housing Trust Contact Centre and is accountable to the Team Leaders, and Manager, Contact Centre for: Undertaking inbound and outbound contact and administrative...

  • ASO5 Community Housing Contract and Relationship Officer

    2 days ago

    Adelaide, South Australia SA Housing Trust Full time

    Overview The Contract and Relationships Officer is responsible for the relationship and contract management, liaison, monitoring of performance and reporting on the delivery of contracts, projects and other commitments of Community Housing Providers (CHPs). Liaising and working with other South Australian Housing Trust divisions, Government and...