Perpetual Private is seeking a a motivated professional for the role of Trust Associate. As a Trust Associate, you will manage a panel of lower complexity clients, within a Pod of Trust and Estates Managers in Melbourne, balancing needs across some or all of the Trusts, Estates and Lifestyle Assist enquiries.
What will you be doing?
Build a thorough understanding of the needs and circumstances of clients so that client needs are effectively managed.
Monitor and manage the book of accounts and ensure compliance.
Ensure Trust accounts are administered in accordance with governing documents, legislation, and company policy on a profitable and commercial basis.
Ensure all client correspondence (phone and email) is responded to in a timely and effective manner.
Manage workload and service milestones to achieve timely and quality outcomes.
Actively assist Lifestyle Assist clients with their enquiries, such as medical or insurance claims, liaising with utilities to pay bills.
What you will need to succeed:
Minimum of 2 years’ experience in Trustee, Financial Services, or Legal environment.
Strong client and stakeholder (internal & external) management skills.
Sound communication skills (written and verbal).
Experience working in a client centric business environment.
Understanding of risk and compliance obligations in a Financial Services environment.