Trust Manager/Associate managing client accounts while ensuring compliance and improving client experience at Perpetual. Work collaboratively with various specialists in financial services.
Responsibilities
Ensure clients' accounts are managed efficiently and in line with compliance guidelines
Work closely with specialists across investments, tax, property, and legal
Play a key role in improving processes and client experience
Requirements
At least 3 years’ experience in trustee, financial services, or legal environments
A knack for building strong relationships
Strong communication and relationship-building skills
A genuine interest in trust administration and making a difference
Benefits
Up to 6 weeks’ leave so you can truly recharge
Balance home and office life in a way that works for you
We celebrate diversity and flexibility every day
We’ll back you with training and development opportunities
Help clients make a positive impact through philanthropy and trust services
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
Strong commitment to all aspects of Diversity and Inclusion
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