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Trust Associate
2 weeks ago
Permanent full-time role based in Sydney, CBD.-
- Qualify for a range of exciting benefits, incl. two weeks of additional paid leave each year focused on wellbeing & community.-
- Strong heritage built on trust, integrity and stability.As a Trust Assoicate - Health and Personal Injury, your role is focused on working with clients and supporting the team to ensure clients receive an exceptional service whilst administering accounts efficiently and in line with business and compliance guidelines.
Sounds interesting? Here are some specifics about the opportunity:
- 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
- Support the team to review book of accounts to ensure the portfolio model and fee structures are appropriate and correct
- Actively seek input from Senior members of the team and specialists to resolve matters in a timely manner
- Investigate and report on risk and compliance issues including assisting with controlled self-assessment testing
To be considered for this opportunity, your qualifications, skills and experience could include:
- Minimum three years' experience in an administrative role, preferably with a trustee or financial services environment
- Experience or working knowledge of disability services environment and/or the health and personal injury sector e.g. insurance firm, legal firm
- Experience working in a client centric business environment
- Experience in managing multiple stakeholders and relationships
- Sound communication skills (written and verbal)
- Good attention to detail and ability manage multiple priorities
Our opportunity We'd love to learn more about how your interests and experience could be a fit. Here at Perpetual, we are committed to supporting a flexible working environment enabling you to work how and where you work best. Our benefits
- Two weeks additional paid leave for Well-being & Community Leave
- Market competitive Parental Leave
- Access to our Well-being Benefits and Perpetual Discounts providing discounts and special offers on entertainment, clothing, homeware, gift cards, technology, travel, dining and more
Why join us? You'll be joining a growing client-focused and collaborative global team with a values and purpose-driven culture. Each and every day our people bring to life our enterprise behaviours - Stretch, Own It, and Make an Impact. We value Diversity and Inclusion and know that the unique backgrounds, experiences, and perspectives of our people contribute immensely to the delivery of our purpose and strategy. We're living this commitment as a WGEA Employer of Choice for Gender Equality and have a growing number of employee-led networks to raise awareness and promote Diversity and Inclusion at Perpetual. We are extremely proud to work directly with over 23 Aboriginal language groups in various communities across Australia and we pay our respects to all Aboriginal and Torres Strait Islander People: and to their Elders past and present. Aboriginal and Torres Strait Islander People are strongly encouraged to apply.
