Trust Manager

We have an exciting opportunity for a Trust Manager to join our friendly and growing team in our new Adelaide office. This role offers rewarding work, where you will manage a portfolio of trusts while fostering strong relationships with beneficiaries. As part of a dynamic team, you'll play a key role in the effective administration and management of trusts, ensuring fiduciary duties are met, and providing exceptional client service. This is a chance to be part of a supportive, expanding team, and make a meaningful impact in a highly regarded and trusted company.

About the role

• Build and maintain relationships with solicitors, accountants, and beneficiaries.
• Facilitate the finalisation of trusts, ensuring all requirements are met.
• Complete Prudent Person Reviews to safeguard trust interests.
• Resolve client issues promptly, ensuring exceptional service.
• Stay informed on legal developments in Estates and Trusts.
• Ensure compliance with trust administration guidelines and legislation.

Key Responsibilities:

• Manage product changes, including terminations, mergers, and transitions.
• Support reporting needs and assist with system implementation.
• Develop and update policies and procedures for product changes.
• Collaborate with internal teams and external stakeholders for smooth transitions.
• Identify and address compliance risks and issues.
• Deliver consistent, high-quality client service and stay informed on CSTS products and services.

What you need:

• Expertise in law, accounting, paralegal work, financial planning, or paraplanning is highly regarded.
• understanding of trust administration, trust accounting and the relevant legislation e.g. Trustee Act, Administration and Probate Act. highly regarded.
• Excellent written and verbal communication skills for effective client interactions.
• Strong attention to detail to ensure accurate trust administration.
• A collaborative approach, thriving in a team environment.
• High resilience and emotional intelligence to manage complex situations.
• Proven ability to build lasting client relationships with quality service.

What we can offer you:

• A warm, open and supportive culture
• An attractive remuneration package, including reward and recognition programs
• An employee wellness program, including discounted health insurance and an employee assistance program
• An individual learning and development budget to help you grow
• A workplace volunteering and giving program to enable you to help others in the community
• Group Salary Continuance insurance to protect you when you need it most
• Discounted tax and estate planning services
• Great central CBD location, modern offices, and end-of-trip facilities.

About us - Trusted since 1888

Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for generations to come. As a trustee company, it is our responsibility to always act in our clients' best interests, ensuring they feel safe, valued, and cared for.

We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

Equity Trustees is 130 years strong - and growing. Apply now to be part of a successful contemporary trustee company!

Last updated on Sep 10, 2024