+60d ago

Trust Associate

Perpetual Limited

Similar jobs pay $70k ~ $81k
Permanent Full time Standard business hours
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Full job description

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.

Pay comparison
Market average based on all Client Service jobs in Australia
Estimated range
$70k - $81k
Market average
$38k - $66k
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$94k - $122k
147 jobs
$122k - $150k
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Market average
Actual pay is not disclosed by the employer

Job details
Date posted
8 Mar 2022
Banking, Superannuation & Finance
Client Service
$70k ~ $81k
Contract type
Work type
Full time
Job mode
Standard business hours
Work Authorisation
Australian citizen / Permanent resident

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