We have an exciting opportunity for a Manager in our Corporate Clients division. Reporting to the Senior Manager, Corporate Clients, this role will involve the management (and full ownership) of a portfolio of clients and require a comprehensive understanding of corporate governance issues for listed and registered schemes and related due diligence obligations.

You will be responsible for building strong working relationships with new and existing clients and ensuring exceptional client service is provided at all times. Additionally you will also review financial accounts of schemes, client investment submissions and draft recommendations to the board for approval.

Other important aspects of this role include the administration of retail and wholesale client and fund portfolios, maintaining the risk and compliance system, reviewing and assessing complex investment proposal transactions and assisting with the management of ad hoc investment transactions through to settlement process.

To be successful in this role you will have at least 4-5 years’ experience in a similar funds management, compliance and audit environment and have knowledge of Managed Investments Legislation, ASX listing rules and Accounting Standards. You will have relevant tertiary qualifications and relevant graduate qualifications; CA, CPA, Kaplan or other will be highly regarded.

You will be able to partner with internal and external stakeholders as well as regulators and have superior communication skills with the ability to liaise confidently with senior executives and board members.

If you have the necessary skills and experience for this exciting opportunity please submit your resume by emailing careers@thetrustcompany.com.au

• Six-months fixed term
• Sydney CBD

The Role

We have an exciting opportunity for a Marketing and Communications Assistant to join our Marketing team based in Sydney.  The role will be responsible for managing a range of marketing and communications projects including the drafting of press releases, internal communications, the management of the marketing budget, website updates and other team administrative duties.

Key areas of accountability

• Drafting content for press releases and internal communications
• Supporting the management of an external PR agency
• Media monitoring and reporting
• Management of the online internal staff newsletter/blog including creation of content and management of the online system
• Management of content on  The Trust Company Websites
• Management of our White Pages advertising
• Ensuring The Trust Company brand is consistent across all external touch points, mediums and channels
• Working with other internal stakeholders to manage the annual requirements of all company merchandise, including client Christmas Gifts, ensuring alignment with branding guidelines at all time
• Management of marketing accounts and invoices
• Dealing with general marketing requests from the business
• General administrative duties.

Essential skills and experience

• Strong verbal and written communications skills
• A proactive attitude and a willingness to learn
• A desire to gain exposure to the entire marketing mix
• Completed tertiary qualifications in Marketing or a related discipline
• At least 12 months experience in a Marketing or Communications role.

If you are interested in this exciting role and possess the relevant skills and experience please send your resume to either careers@thetrustcompany.com.au or Anne-Marie Baker on abaker@thetrustcompany.com.au

The Role

We currently have an exciting opportunity for a Risk and Compliance Manager to implement a robust risk and compliance framework for our Personal Client Services (PCS) team in Australia.

This role is a fixed term opportunity, Sydney based and works in conjunction with the Risk and Compliance, Personal team to implement best practice processes to ensure our business complies with the relevant legislation.

Key Areas of accountability:

• Regulatory change- identify, analyse, recommend and implement key legislative changes
• Compliance and assurance- assist in the design and implementation of assurance frameworks
• Reporting- develop and maintain timely monitoring and risk reporting for the business
• Business improvement – work with key stakeholders to ensure policies and procedures are clearly defined in relation to relevant laws, legislation and fiduciary responsibility. Continuously identify and implement process improvement opportunities
• Conduct financial adviser audits, file reviews and Statement of Advice (SoA) vetting.

Essential skills and experience

We are seeking someone with proven experience in risk and compliance with experience in  the trustee or financial services sector. Ideally you will be  knowledgeable of relevant laws, regulations and guidelines relating to financial advice and the trustee industry. Additionally, to be successful in this role you will need to have the following:

• Risk and compliance qualifications
• Knowledge of the Corporations Act and FOFA
• A team player with a strong sense of ownership and accountability
• Excellent communication skills, to be used in both internal and external communications
• Ability to adhere to strict deadlines
• Ability to partner and support related business units.

If you believe that you have the skills and experience for this role, then please send your CV and a covering letter to careers@thetrustcompany.com.au

Are you looking for a challenging role that will allow you to utilise your expert financial planning and business development skills while leading a team?

• ASX listed company – Financial Services
• Melbourne CBD offices
• Focus on HNW clients

The Trust Company has over 125 years’ history in providing a wide range of financial services to both personal and corporate clients within Australia.

The Role

We are currently seeking a New Business Financial Adviser to lead and grow our Melbourne Private Clients team.  Reporting directly to the Executive General Manager of Personal Services Australia, this is an exciting opportunity responsible for driving business growth while leading a small team to ensure the delivery of quality fiduciary services to high net worth clients.

Areas of responsibility:

• Grow the revenue of the VIC business unit. Develop own referral channels, capitalising on all opportunities, work with the BDM to identify and pursue opportunities, coach and lead your team members to achieve their targets
• Develop the VIC business plan and strategy with ultimate responsibility of implementing subsequent key initiatives.

Required skills and attributes:

• Proven track record in growing client bases and revenue
• Demonstrated client engagement and relationship building skills
• Expert technical financial planning skills
• Up to date knowledge of relevant legislative and compliance requirements
• Sound knowledge of investments and markets
• Interpersonal skills are highly developed with the ability to quickly instil confidence in clients, team members and peers.

Experience requirements:

• Relevant degree qualified and CFP designation achieved.

For further information please contact 03 9665 0200.

To apply please submit your resume by emailing careers@thetrustcompany.com.au.

All applicants will be assessed based on their skill set and cultural fit.

Are you looking for a challenging role that will allow you to utilise your expert financial planning and business development skills while leading a team?

• ASX listed company – Financial Services
• Brisbane office
• Focus on HNW clients

The Trust Company has over 125 years’ history in providing a wide range of financial services to both personal and corporate clients within Australia.

The Role

We are currently seeking a New Business Financial Adviser to lead and grow our Brisbane Private Clients team.  Reporting directly to the Executive General Manager of Personal Services Australia, this is an exciting opportunity responsible for driving business growth while leading a small team to ensure the delivery of quality fiduciary services to HNW clients.

Areas of responsibility:

• Grow the revenue of the QLD business unit. Develop own referral channels, capitalising on all opportunities, work with the BDM to identify and pursue opportunities, coach and lead your team members to achieve their targets
• Develop the QLD business plan and strategy with ultimate responsibility of implementing subsequent key initiatives.

Required skills and attributes:

• Proven track record in growing client bases and revenue
• Demonstrated client engagement and relationship building skills
• Expert technical financial planning skills
• Up to date knowledge of relevant legislative and compliance requirements
• Sound knowledge of investments and markets
• Interpersonal skills are highly developed with the ability to quickly instil confidence in clients, team members and peers.

Experience requirements:

• Relevant degree qualified and CFP designation achieved

For further information please contact 03 9665 0200.

To apply please submit your resume by emailing careers@thetrustcompany.com.au.

All applicants will be assessed based on their skill set and cultural fit.