Trust Manager, Philanthropy
2 weeks ago
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 teamPerpetual 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 teamAbout the RoleAct 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 guidelinesEnsure compliance is achieved on a profitable and commercial basisActively contribute to the attainment of high levels of internal and external client satisfactionSupport the team to ensure service deliverables are met particularly during peak periods and staff absencesDrive referral and new revenue opportunities from the client book eg Not for Profit business development, investment and estate planningAbout YouWe're looking for someone with:Minimum of 3 years' experience in charities/NFP legislative environment (desired)Experience working in a client centric business environmentFiduciary knowledgeUnderstanding of risk and compliance obligations in a Financial Services environmentSound problem solving and decision-making skillsStrong client and stakeholder (internal & external) management skillsSound communication skills (written and verbal)Influencing, negotiating and decision-making skillHow 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 benefitsWork from anywhere in Australia for up to one month each yearAn annual allowance to empower you to prioritise your personal wellbeingStudy support and commitment to supporting professional developmentDiversity and inclusionStrong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategyA growing number of employee-led networks who work to raise awareness and drive continued changeWe support over 50 First Nations Communities, helping to secure the communities' future.
We encourage applications from Aboriginal and Torres Strait Islander PeopleWe'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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