Job Details

$85,000 - $95,000 inclusive of super + bonus
Job Type
Mark Montgomery
about 1 month ago
This opportunity would suit either a lawyer with a background in estate planning and an interest in working in the trust fund industry, or someone who currently works at a trust (e.g. trust accountant) who understands the laws and nuances in interacting with beneficiaries. The role is highly diverse - you need to be compassionate yet firm with beneficiaries, providing excellent customer service. You need to be aware of the legal requirements, risk and compliance around your duties and problem solve delicate issues when they arise.

The client is Australia premier corporate trustee and has a fantastic culture - people join this business and end up staying for 5-10 years +. This position is a skillset and profile builder within the organisation as it interacts across so many teams and requires a diverse skillset. The on the job training is excellent and the wider team has people who have been working in this space for 20 - 30 years and are experts you can lean on. The reason the role exists is becuase of an internal move to the Risk & Complinace team.


  • 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
  • Actively seek input from Senior members of the team and specialists to resolve complex matters in a timely manner
  • Ensure all client correspondence (phone and email) is responded to in a timely and effective manner
  • Manage workload and service milestones in order to achieve timely and quality outcomes for clients
  • Ensure the effective management of controls and business reporting
  • Review book of accounts to ensure the portfolio model and fee structures are appropriate and correct
  • Achieve referrals and retention opportunities through active client management and engagement
  • Ensure Additional Service Fees are recorded and charged accordingly
  • Work proactively and collaboratively with the Senior Manager and team to improve business process and procedures
  • Proactively escalate issues to Risk and Legal teams as appropriate
Skills & Experience
  • Minimum of 3 years’ experience in Trustee, Financial Services or Legal environment
  • Experience working in a client centric business environment
  • Fiduciary knowledge
  • Understanding of risk and compliance obligations in a Financial Services environment
  • Knowledge of law in aspects as they relate to assigned client and segments
  • Understanding of processes related to property management (sale, transfer, purchase and maintenance) as they relate to administration client accounts
  • Understanding of investment markets
For further information on this role or to confidentially apply, please contact Mark Montgomery on 02 8227 9200 or apply directly via the Apply for this job button. Only WORD FORMAT resumes will be accepted.