About the role

  • 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

Job title

Trust Manager

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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