Address Work where we work best - Hybrid office More time off for the things that matter - Up to 6 weeks' leave Career progression The wealth management business consists of three distinct brands in addition to Perpetual Private - Fordham, Jacaranda financial planning and Priority Life - offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations and Indigenous communities throughout Australia. Perpetual Private is seeking a Trust Manager, Health and Personal Injury to join their team. The role is focused on managing a book of accounts to meet regulatory requirements and compliance obligations.
About the role
Monitor and manage the book of accounts and ensure awareness of compliance (e.g. overdrawn accounts, uninvested funds, Governing Document Reviews including court order, trust, wills, and all regular controls) Ensure accounts are administered in accordance with governing documents, legislation and company policy on a profitable and commercial basis Build a thorough understanding of the needs and circumstances of clients so that client needs are effectively managed 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 About you Minimum of 3 years' experience working in a client centric business environment Understanding of risk and compliance obligations in a number of industries Sound problem solving and decision-making skills Strong client and stakeholder (internal & external) management skills Sound communication skills (written and verbal) Behaviours Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.
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 Access to LinkedIn learning, study support and commitment to supporting professional development Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks' secondment with Jawun Diversity and inclusion WGEA Employer of Choice for gender equality since 2018 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 Indigenous communities through Native Title Trusts, helping to secure the communities future. We encourage applications from Aboriginal and Torres Strait Islander People. We are committed to creating an inclusive workplace where diversity is celebrated and welcome applications from people from all backgrounds and communities. Our goal is to provide a work environment that enables you to thrive, whatever your circumstances. Perpetual strongly encourages our employees to be vaccinated for the safety of our team and stakeholders. Some governments require employees to be up to date with their vaccinations against COVID-19 or have a current medical exemption to be able to attend a Perpetual office or attend a face to face meeting. Other roles may also require that full vaccination is maintained for the safety and well-being of our clients. We will ask you to share your status as part of the application process. You will be provided with the relevant information during the recruitment process if you are currently not up to date with your vaccinations or are medically exempt.
