More Time Off for What Matters: Enjoy up to 6 weeks of leaveFlexible Work Environment: Ability to work from the office (Sydney or Melbourne) and at home - Hybrid roleWork within a high achieving, dynamic team with a client centric and community impact focusPerpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.An exciting opportunity has arisen for a Trust Manager to join our Philanthropy team. The role of this Trust Manager is focused on relationship management and client account management of the Perpetual Foundation.About the RoleManage the day-to-day operations, client management, compliance and governance of the Perpetual Foundation (Public Ancillary Fund).Ensure all Trust and Endowment accounts are administered in accordance with governing documents, compliance, legislation and company policyManagement of Perpetual Foundation Endowment communications and annual distributions processSupport and contribute to the strategic direction and activity of the Perpetual FoundationBuild a thorough understanding of the needs and circumstances of clients so that client needs are effectively managedWork collaboratively with specialist teams to support the service delivery and client experience, including Financial Advisers, Investment Specialists, Tax and Property SpecialistsAbout YouWe''re looking for someone with:3 plus years'' experience working in Trustee, Not-For-Profit, Financial Services, Legal or Operational rolesExperience in client account managementSound problem solving, decision-making skills and communication skills (written and verbal)Influencing, negotiating and decision-making skillsStrong attention to detail with an ability to manage multiple prioritiesUnderstanding of risk and compliance obligations in a Financial Services environment (desired)How we workOur unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.Employee benefitsWork from anywhere in Australia for up to one month each yearAn annual allowance to empower you to prioritise your personal wellbeingStudy support and commitment to supporting professional developmentDiversity and inclusionStrong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategyA growing number of employee-led networks who work to raise awareness and drive continued changeWe support over 50 First Nations Communities, helping to secure the communities'' future. We encourage applications from Aboriginal and Torres Strait Islander PeopleWe''re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.
Job Title
Trust Manager, Wealth Management