The following career opportunities are available in our Sydney, Melbourne, Brisbane or Townsville offices.  If you would like to find out more about these career paths please send your resume to jobs@trust.com.au and we will be in touch. 

Sydney

Client Service Manager, Responsible Entity x 2

Trust Company Limited is a publicly listed company with over 124 years of experience in the Australian financial services industry.

Trust Company’s Responsible Entity (RE) department supplies superior independent responsible entity solutions tailored to meet the client’s needs.  Our responsible entity business covers financial assets, derivative, mortgage and property trusts as well as IDPS-like schemes. Designed to provide the client with the level of involvement that they require, our responsible entity service is available either with our property custody service or on a stand alone basis. In short, our solutions are structured to ensure the client meets all their compliance requirements.

Due to promotion and set for growth, Trust Company’s RE team requires an additional Client Service Manager to provide superior technical advice and service to existing clients and facilitate the Sales team in securing new clients to the portfolio.

The purpose of the position is to provide excellent service to new and existing clients and administer the clients’ funds under management.

You will also be expected to provide subject matter expertise to the wider Trust Company business in regards to the Corporations Act and ASX listing rules relevant to the product.

Your accountabilities and KPI’s will include:

  • Retention of clients through service excellence
  • Technical knowledge and understanding of the RE business environment and requirements.

On a daily basis you will be required to:

  • Resolve complex client enquiries;
  • Maintain the Lawlex Risk & Compliance system for your RE clients and action all obligations;
  • Ensure relevant audits, tax returns and statutory account are completed and reviewed for sign off by the board;
  • Administer any termination of schemes;
  • Provide technical assistance to the Sales team during acquisition of new clients.

Your skills and experience must include:

  • High attention to detail
  • Superior communication skills at all levels of an organiSation including executives, professional firms and regulatory bodies including ASIC, ATO and ASX.
  • Ability to plan and manage own priorities and responsibilities with minimal management supervision.
  • Project Management skills
  • At least 5 years experience working in Fund Management products and/or working the Corporations Act and ASX listing rules.
  • In depth knowledge of ASX listing rules, accounting standards and corporate governance issues.
  • Law and/or accounting degree (both preferred)
  • Demonstrated ongoing industry experience.

This position offers the opportunity for occasional travel, face to face client visits and a wonderful team environment supported by years of knowledge and experience to assist the new member develop the knowledge required to be successful in this role.

To apply for this role, please submit your resume with a covering letter to Natalie Carrington, People & Development Manager at Jobs@trust.com.au or call 61 2 8295 8100 for a copy of the position description.

 

Funds Operations Manager, Funds Management & Product Development

The Funds Management & Product Development team in Sydney is looking for a Funds Operations Manager.

Trust has a 125 year history in providing both personal and corporate fiduciary services to Australia and employs over 240 staff in offices in Melbourne, Sydney, Brisbane and Singapore.

Reporting to the General Manager – Funds Management & Product Development, Key responsibilities of this role include:

  • Responsible for the development and implementation of the process to deliver reliable, accurate and timely fund accounts including preparation of internally produced accounts and management of externally produced accounts
  • Preparation and lodgement of fund BAS Returns.
  • Operational compliance of funds management products.
  • Accuracy of fund distributions and unit prices.
  • Fund performance reporting on a daily basis.
  • Preparation and calculation of fees, including management fees.
  • Ongoing review and refinement of funds management operational requirements
  • Liaison with the Responsible Entity.

To successfully execute this role you must possess the following skills, experience and personal attributes:

  • At least 2 years post qualification experience delivering signed off statutory fund accounts with relevant CA/CPA qualification.
  • At least 2 years experience of fund operational and compliance management.
  • Detailed knowledge of accounting standards and investment management products.
  • Extensive knowledge of the sign off process and submission of accounts to ASIC
  • Extensive knowledge of fund operational and compliance obligations.
  • Understanding of the funds management industry.
  • Understanding of Australian share market.
  • Extensive knowledge of Excel and Word.
  • Sound organisational, communication and time management skills.
  • Strong influencing, relationship management and negotiation skills.

To apply for this role, please submit your resume with a covering letter to Natalie Carrington, People & Development Manager at jobs@trust.com.au or contact Natalie on 61 2 8295 8100 for a copy of the position description.

 

Team Leader, Technical Support, Estates & Trusts

The Estates & Trust Team is looking for an experienced Team Leader to lead the team in providing quality service and support to its clients.

Trust has a 125 year history in providing both personal and corporate fiduciary services to Australia and employs over 240 staff in offices in Melbourne, Sydney, Brisbane and Singapore.

To be successful you must be able to demonstrate:

  • A high degree of reliability and client service orientation. 
  • Technical proficiency and up to date knowledge of legislative change and relevant compliance issues in regard to Estates and Trusts
  • Ability to manage and supervise staff and where necessary escalate staff related concerns to the State Manager, NSW, or Head of E&T.
  • Ability to manage multiple tasks and conflicting priorities.
  • A professional and trustworthy manner.

Key responsibilities include:

  • The effective coaching, mentoring, motivation and management of a team
  • Assist clients by providing professional assistance and advice relating to Estates & Trusts administration.
  • Assist the State Manager and Team Leader, Client Services with client service.
  • Manager the relationship of intermediaries that may endorse and distribute Philanthropy Services.
  • Ensure that the Estates & Trust team complies with relevant legislation.
  • Indentify new prospects and opportunities for cross promotion with external parties.
  • Develop existing relationships to help generate repeat referrals.

Essential selection criteria includes:

  • Relevant tertiary qualifications.
  • Sound knowledge and experience of Estate, Trust and Charitable Trust practice. 
  • Knowledge of the financial services industry in relation to products, service providers, marketing and technical issues.
  • Proficiency in using Microsoft Office software.

To find out more about Trust and our products, please visit our web site at www.trust.com.au and read more about us on the ASX web site at http://www.asx.com.au/asx/research/companyInfo.do?by=asxCode&asxCode=tru.

To apply for this role, please submit your resume with a covering letter to Natalie Carrington, People & Development Manager at jobs@trust.com.au or contact Natalie on 61 2 8295 8100 for a copy of the position description.

Melbourne

Trust Administrator

Trust Company has a 125 year history in providing both personal and corporate fiduciary services to Australia and employs over 240 staff in offices in Melbourne, Sydney, Brisbane and Singapore.

Our Estates & Trusts team is seeking an experienced individual to join their Melbourne based team as a Trust Administrator.

The purpose of this position is to deliver high level Trust Administration support to the Estates & Trusts team including accurate quality service to customers to ensure the day-to-day administration and operations of the team run efficiently and effectively.

To be successful in this role, you will possess the following skills, abilities and experience:

  • Proven verbal and written communication skills
  • Ability to work effectively under time sensitive deadlines at varying intervals
  • Excellent organisational and analytical skills
  • Strong attention to detail 
  • Demonstrate “can do” attitude
  • Prior trust or investment experience
  • Proficient in using Microsoft Office software
  • Relevant Tertiary qualifications

Key areas of responsibilities:

  • Administering and processing of matters in relation to estates, continuing estates, various trusts and settlements including relevant tax-related responsibilities.
  • Client Service – responding to client enquiries within relevant time frame, liaising with co-trustees and beneficiaries to ensure superior client service delivery
  • Administration of matters including personal injury trusts, continuing estates and trusts for minors
  • Preparation of pre and post Probate procedures
  • Income and capital distributions
  • Obtain transaction-based documents and follow through to completion
  • Refer clients to appropriate service/product point
  • Check and control distribution of client statements
  • Liaise with clients as required
  • Investigate complaints and escalate where appropriate
  • Liaise with internal/external clients to obtain specialist advice ensuring effective administration of estates and trusts

To apply for this role, please submit your resume with a covering letter to Cassidy Carey in People & Development at jobs@trust.com.au or call 61 3 9665 0200 for more information.

 

Client Services Consultant, Trust Lifestyle Care (TLC)

Trust Company Limited requires a Client Services Consultant in our Trust Lifestyle Care Team.

Trust has a 125 year history in providing both personal and corporate fiduciary services to Australia and employs over 240 staff in offices in Melbourne, Sydney, Brisbane and Singapore.

The purpose of the position is to provide excellent client service in managing a portfolio of clients and their ongoing personal and administration requirements. 

Reporting to the Manager –Trust Lifestyle Care, key responsibilities of this role include:

  • Maintain relationship with client as per client service matrix and ensure regular contact where appropriate
  • Liaise with financial planners to ensure that clients portfolio’s are reviewed and any potential amendments are processed correctly
  • Prepare client transactions for processing
  • Prepare and process corporate actions using COIN and the Trust Approval Cycle.
  • Maintain client files with file notes of contacts, using COIN
  • Ensure that Trust compliance standards are met
  • Investigate complaints quickly and efficiently

To successfully execute this role you must possess the following skills, experience and personal attributes:

  • Outstanding communication and client service skills
  • Strong attention to detail
  • Demonstrate “can do” attitude
  • Previous financial services experience
  • RG 146 qualification
  • Knowledge of Self Managed Superannuation Funds (SMSF’s)
  • Previous financial services experience
  • Minimum three years experience in client service role
  • Proficient in using Microsoft Office software

To apply for this role, please submit your resume with a covering letter to Cassidy Carey in People & Development at jobs@trust.com.au or call 61 3 9665 0200 for more information.

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