Trust Manager, Perpetual Wealth Management

Title: Trust Manager, Perpetual Wealth Management

Location: Pitt Street Australia

time type

Full time

job requisition id

R8458

Job Description:

• More Time Off for What Matters: Enjoy up to 6 weeks of leave

• Flexible Work Environment: Ability to work from the office (Sydney or Melbourne) and at home - Hybrid role

• Work within a high achieving, dynamic team with a client centric and community impact focus

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.

An exciting opportunity has arisen for a Trust Manager to join our Philanthropy team. The role of this Trust Manager is focused on relationship management and client account management of the Perpetual Foundation.

About the Role

• Manage the day-to-day operations, client management, compliance and governance of the Perpetual Foundation (Public Ancillary Fund).

• Ensure all Trust and Endowment accounts are administered in accordance with governing documents, compliance, legislation and company policy

• Management of Perpetual Foundation Endowment communications and annual distributions process

• Support and contribute to the strategic direction and activity of the Perpetual Foundation

• 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 Financial Advisers, Investment Specialists, Tax and Property Specialists

About You

We're looking for someone with:

• 3 plus years' experience working in Trustee, Not-For-Profit, Financial Services, Legal or Operational roles

• Experience in client account management

• Sound problem solving, decision-making skills and communication skills (written and verbal)

• Influencing, negotiating and decision-making skills

• Strong attention to detail with an ability to manage multiple priorities

• Understanding of risk and compliance obligations in a Financial Services environment (desired)

How we work

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.

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

• Study support and commitment to supporting professional development

Diversity and inclusion

• 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 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People

We're committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.