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Job Details

Location
Sydney CBD
Salary
$95,000 inclusive of super + bonus
Job Type
Permanent
Ref
BH-173038
Contact
Mark Montgomery
Posted
over 3 years ago
This is an opportunity to go and work for Australia's premier corporate trustee business in the team that supports high net worth individuals - many of whom have been with this business for 25 + years. You will be managing a book of trusts ensuring first class service by building long term relationships with your customers.

It would suit candidates from a variety of backgrounds - you could have an investments background, risk or compliance, dispute resolution, trustee, a lawyer specialising in wills & estates or an accountant who works with trusts.

This business is a fantastic place to work due to the culture and internal opportunities. Generally people join and never leave - everyone that works here are both highly capably and nice people, creating a brilliant work environment. You will also get opportunities to move around the trustee business - into risk & compliance, business support or legal.

You will work under a very supportive manager who has a proven track record in supporting the development of careers.

Role responsibilities
  • Act as the point of contact for clients and actively develop client engagement.
  • Provide timely and accurate support and guidance to internal and external stakeholders in meeting the needs of these clients.
  • Ensure accounts are administered efficiently, effectively and in line with legislative and compliance guidelines.
  • Ensure compliance is achieved on a profitable and commercial basis.
  • Actively contribute to the attainment of high levels of internal and external client satisfaction.
  • Support the team to ensure service deliverables are met.
  • Drive referral and new revenue opportunities from the client book.
  • Actively participate in process improvement and development of tools and resources for the benefit of the business and client.
EXPERIENCE REQUIRED
  • 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.
  • Influencing, negotiating and decision-making skills.

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.