Trust Manager - Trusts
Trust Manager - Trusts | Perpetual Private | Sydney The Trust Manager - Trusts is responsible for ensuring clients receive an exceptional service whilst administering accounts efficiently and in line with business and compliance guidelines and introducing appropriate specialists to support the delivery of activity to meet client's needs. In this role you will provide a service to clients which maximises client retention and conversion opportunities and provide support for improvement activities within the team. Sounds interesting? Here are some specifics: Act as the point of contact for clients and 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 Drive referral and new revenue opportunities from the client book eg insurance, investment and estate planning Actively participate in process improvement and development of tools and resources for the benefit of the business and client 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 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 Proactively escalate issues to Risk and Legal teams as appropriate What you'll need to succeed: 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 Sound problem solving and decision-making skills Strong client and stakeholder (internal & external) management skills Sound communication skills (written and v....