Trust Manager

1 week ago

Adelaide Lead, 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.

Equity Trustees is 130 years strong - and growing. Apply now to be part of a successful contemporary trustee company

  • Trust Manager

    20 hours ago

    Adelaide Lead, Victoria, Australia Equity Trustees Full time

    {"title": "Trust Manager Role Overview", "content": "Key ResponsibilitiesAs a Trust Manager at Equity Trustees, you will be responsible for managing a portfolio of trusts, ensuring fiduciary duties are met, and providing exceptional client service. Your key responsibilities will include:Building and maintaining relationships with solicitors, accountants, and...

  • Trust Manager

    1 week ago

    Adelaide Lead, Victoria, Australia Equity Trustees Full time

    About the RoleWe are seeking a highly skilled Trust Manager to join our team at Equity Trustees. As a Trust Manager, you will play a key role in the effective administration and management of trusts, ensuring fiduciary duties are met, and providing exceptional client service.Key Responsibilities:Build and Maintain RelationshipsEstablish and maintain strong...

  • Trust Manager

    3 days ago

    Adelaide Lead, Victoria, Australia Equity Trustees Full time

    About the RoleWe are seeking a highly skilled Trust Manager to join our team at Equity Trustees. As a Trust Manager, you will play a critical role in the effective administration and management of trusts, ensuring fiduciary duties are met and providing exceptional client service.Key Responsibilities:Build and Maintain RelationshipsEstablish and maintain...

  • Trust Manager

    3 days ago

    Adelaide, South Australia eFinancialCareers Ltd. Full time

    About the RoleWe are seeking a highly skilled Trust Manager to join our team at eFinancialCareers Ltd. in a dynamic and growing environment. As a Trust Manager, you will play a key role in the effective administration and management of trusts, ensuring fiduciary duties are met, and providing exceptional client service.Key Responsibilities:Build and maintain...

  • Trust Manager

    1 week ago

    Greater Adelaide SA, 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,...

  • Trust Manager

    2 days ago

    Adelaide, South Australia Equity Trustees Ltd Full time

    About the RoleWe are seeking a highly skilled Trust Manager to join our team at Equity Trustees Ltd. As a Trust Manager, you will play a critical role in the effective administration and management of trusts, ensuring fiduciary duties are met and providing exceptional client service.Key Responsibilities:Build and Maintain Relationships: Develop and maintain...

  • Trust Account Manager

    2 months ago

    Adelaide Region SA, Australia HAYS Full time

    Commercial property investment & management company seeking an Accountant to join their team. **Your new company** My client is a successful and independent property advisory, investment and asset management company that specialize in commercial property in Adelaide, Melbourne and Brisbane. **Your new role** As the Trust Accounts Manager, your duties...

  • Director of Wealth Management

    7 days ago

    Adelaide, South Australia Mutual Trust Full time

    About the RoleWe are seeking a highly experienced and skilled Director of Wealth to join our team at Mutual Trust. As a key member of our wealth management team, you will be responsible for delivering comprehensive wealth management services to our high-net-worth clients.Key ResponsibilitiesDeliver Strategic Wealth Management Services: Provide expert...

  • Director of Wealth Management

    5 days ago

    Adelaide, South Australia Mutual Trust Full time

    About the RoleMutual Trust is seeking a highly experienced and skilled Director of Wealth to join our Adelaide team. As a key member of our wealth management team, you will be responsible for delivering comprehensive wealth management services to high-net-worth clients.Key ResponsibilitiesDeliver Strategic Wealth Management Services: Provide expert...

  • Trust Account Coordinator

    6 days ago

    Adelaide, South Australia Edge Recruitment Full time

    About the CompanyOur client is a reputable provider of independent property advisory, consulting, and asset management services in the Adelaide commercial property market. They strive to create and build strong relationships with clients, maximizing the performance and presentation of property investments.About the RoleYou will be an essential part of a...

  • Senior Manager, Investment and Portfolio Planning

    5 days ago

    Adelaide, South Australia SA Housing Trust Full time

    Job SummaryThe SA Housing Trust is seeking a highly skilled Senior Manager, Investment and Portfolio Planning to play a critical role in ensuring the delivery of key elements of the SA Government Housing Roadmap.Key ResponsibilitiesAct as custodian of the Trust's Strategic Asset Management Framework and be accountable for the delivery of asset strategies,...

  • Trust Account Coordinator

    4 days ago

    Adelaide, South Australia Edge Recruitment Full time

    About the CompanyEdge Recruitment is a leading recruitment agency with a strong presence in Australia, New Zealand, and the United Kingdom. With over 19 years of experience, we have established ourselves as a trusted partner for businesses seeking top talent.About the RoleWe are seeking a highly skilled Trust Account Administrator to join our team. As a key...

  • Senior Manager, Investment and Portfolio Planning Specialist

    6 days ago

    Adelaide, South Australia SA Housing Trust Full time

    Job SummaryThe SA Housing Trust is seeking a highly skilled Senior Manager, Investment and Portfolio Planning to play a critical role in ensuring the delivery of key elements of the SA Government Housing Roadmap.Key ResponsibilitiesAct as custodian of the Trust's Strategic Asset Management Framework and be accountable for the delivery of asset strategies,...

  • Digital Collections Asset Manager

    5 days ago

    Adelaide, South Australia Digital Preservation Coalition Full time

    Job SummaryWe are seeking a highly skilled Digital Collections Asset Manager to join our team at the National Trust for Scotland. The successful candidate will be responsible for reviewing and improving the management of our digital collections, with a focus on rights management and information retrieval.Key ResponsibilitiesReview the physical collections in...

  • Accounting Professional

    3 days ago

    Adelaide, South Australia Mutual Trust Full time

    About the RoleMutual Trust is seeking a highly skilled and motivated Graduate Accountant to join our team in Adelaide. As a Graduate Accountant, you will play a key role in providing high-quality accounting services to our clients, including preparation of financial statements, tax returns, and activity statements.Key ResponsibilitiesCompliance and Advisory...

  • Accounting Professional

    3 days ago

    Adelaide, South Australia Mutual Trust Full time

    About the OpportunityMutual Trust is seeking a highly motivated and detail-oriented Graduate Accountant to join our Adelaide team. As a Graduate Accountant, you will have the opportunity to work with a diverse range of clients, including high-net-worth individuals and family offices, while gaining hands-on experience in compliance and advisory services.Key...

  • Bookkeeper

    1 week ago

    Adelaide, South Australia Mutual Trust Full time

    About the RoleWe are seeking a highly skilled and experienced Bookkeeper to join our team at Mutual Trust. As a Bookkeeper, you will be responsible for providing bookkeeping and payroll services to a key group of clients.Key ResponsibilitiesProvide bookkeeping and payroll services to clients, ensuring accuracy and timeliness.Act as the primary point of...

  • Accounting Professional

    19 hours ago

    Adelaide, South Australia Mutual Trust Full time

    {"About the Role": "Graduate Accountant OpportunityMutual Trust is seeking a talented Graduate Accountant to join our Adelaide team. As a Graduate Accountant, you will have the opportunity to work with a diverse range of clients, including high-net-worth individuals and family offices, while gaining hands-on experience in compliance and advisory services.",...

  • Program Coordinator

    3 days ago

    Adelaide, South Australia SA Housing Trust Full time

    Job SummaryThe SA Housing Trust is seeking a highly skilled and organized Program Coordinator to join our Property Services, Maintenance and Renovations team. As a key member of our team, you will be responsible for coordinating and administering maintenance programs and projects, developing and monitoring performance indicators, and preparing progress...

  • Program Coordinator

    3 days ago

    Adelaide, South Australia SA Housing Trust Full time

    Job SummaryThe SA Housing Trust is seeking a highly skilled and experienced Program Coordinator to join our Property Services team. As a key member of our team, you will be responsible for coordinating and administering maintenance programs and projects, developing and monitoring performance indicators, and preparing progress reports and briefings.Key...