Trust Manager, Perpetual Wealth Management
About the job
This Trust Manager job offers an exciting opportunity to join the Philanthropy team at Perpetual Group, where you will focus on relationship management and client account management of the Perpetual Foundation. Your work will have a meaningful impact on the community, and you will collaborate with a high-achieving team that values client-centric approaches. Flexibility and a supportive work environment are key aspects of how the team operates.
You'll be responsible for
📋
Managing day-to-day operations
Overseeing client management, compliance, and governance of the Perpetual Foundation.📑
Administering Trust and Endowment accounts
Ensuring all accounts are managed according to governing documents and compliance standards.🎯
Supporting strategic direction
Contributing to the strategic activities of the Perpetual Foundation and understanding client needs.What we're looking for
📅
3+ years in relevant fields
Experience in Trustee, Not-For-Profit, or Financial Services roles.View
🤝
Client account management experience
Demonstrated ability to manage client relationships effectively.View
🧩
Strong problem-solving skills
Proven decision-making and communication abilities.View
View more
