Job Summary
The Trust Account Manager role is responsible for overseeing the management of trust accounts to ensure compliance with relevant legislation.
Key Responsibilities:
* Managing the trust accounts cycle, ensuring all documentation is lodged by stakeholders in accordance with regulatory requirements.
* Assessing the adequacy of documentation lodged by stakeholders, including audit reports and other declarations as detailed in legislation.
* Maintaining accurate records of bank securities and managing their lodgement.
* Ensuring up-to-date records are maintained in the trust accounts database.
* Acting as the primary point of contact for stakeholders on compliance matters.
* Preparing regular reports to assist in the management, oversight, and compliance of registered trust accounts.
* Collaborating with regulatory authorities to seek advice on possible prosecution action against trustees.
Requirements
The successful candidate will possess:
* Strong organizational and communication skills, as well as attention to detail and the ability to work independently.
* Ability to maintain confidentiality and handle sensitive information.
* Knowledge of trust account regulations and legislation.
Benefits
This role offers a challenging and rewarding opportunity for individuals who are passionate about ensuring compliance and providing exceptional service to stakeholders.
Others
Additional responsibilities may include identifying opportunities for process improvements and undertaking additional duties as required.