Perpetual 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.
An exciting opportunity to be part of the wider Perpetual Wealth Management division and join our Trust Management team.
The role of Relationship/Trust Manager is focused on ensuring clients receive an exceptional service in the management of their Trust accounts.
About the role
- Build a thorough understanding of the needs and circumstances of clients so that their needs are effectively managed.
- Monitor and manage the book of accounts and ensure awareness of compliance (e.g. overdrawn accounts, uninvested funds, Governing Document Reviews including court orders, trust deeds, Wills, and all regular controls).
- Ensure Trust accounts are administered in accordance with governing documents, legislation and company policy on a profitable and commercial basis.
- Work collaboratively with specialist teams to support the service delivery and client experience, including: Advisers, Investment Specialists, Tax specialists, Property and Operations team, and Paraplanners.
- Actively seek input from Senior members of the team and specialists to resolve complex matters in a timely manner.
About you
- Minimum of 2 years' experience in Trustee, Financial Services, Risk and Compliance, Dispute Resolution or Legal environment.
- Experience working in a client-centric business environment.
- Fiduciary knowledge.
- Understanding of risk and compliance obligations in a Financial Services environment.
- Sound problem-solving and decision-making skills.
How 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 benefits
- Work from anywhere in Australia for up to one month each year
- An annual allowance to empower you to prioritise your personal wellbeing
- Study support and commitment to supporting professional development
- More Time Off for What Matters: Enjoy up to 6 weeks of leave
- Versatile Work Environment: Work where you work best - whether in the office or from home.
Diversity and inclusion
- Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
- A growing number of employee-led networks who work to raise awareness and drive continued change
- We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People
We'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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📌 Relationship/ Trust Manager
🏢 Perpetual
📍 Rockhampton