Trust Manager - NSW H&PI
About the job
Join the Health & Personal Injury team as a Trust Manager and make a meaningful impact by helping individuals who cannot manage their finances due to catastrophic injuries. This job offers a unique opportunity to foster lifelong relationships with clients while ensuring their accounts are managed efficiently and in compliance with guidelines. The team thrives in a flexible work environment that values collaboration and client satisfaction.
You'll be responsible for
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Developing understanding of client needs
Thoroughly understanding the needs and circumstances of clients to manage their needs effectively.📊
Administering accounts
Ensuring accounts are administered efficiently and in line with legislative and compliance guidelines.📈
Client engagement
Achieving referrals and retention opportunities through active client management and engagement.Key criteria
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Strong communication skills
Ability to connect with diverse individuals effectively.View
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Client relationship management experience
Minimum of 3 years managing client relationships in relevant fields.View
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Attention to detail
Skill in managing multiple priorities with precision.View
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