Trust Manager - NSW H&PI

• Join our Health & Personal Injury team as a Trust Manager

• More Time Off for What Matters: Enjoy up to 6 weeks of leave

• Flexible Work Environment: Work where we work best – whether in the office or from home.

Perpetual 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 to be part of the wider Perpetual Wealth Management and as a Trust Manager in the Health and Personal Injury Team, you will be making financial decisions for people who cannot do so for themselves due to catastrophic injury or lack of capacity.

The purpose of the role is to make sound financial decisions and foster deep, lifelong relationships with clients and their support network, whilst administering client accounts efficiently and in line with business and compliance guidelines

About the Role

Join our dynamic team in Trustee Service as a Trust Manager you will:

• Develop a thorough understanding of the needs and circumstances of clients so that client needs are effectively managed

• Ensure accounts are administered efficiently effectively and in line with legislative and compliance guidelines

• Achieve referrals and retention opportunities through active client management and engagement

• Act as the point of contact for clients and provide timely and accurate support and guidance to internal and external stakeholders in meeting the needs of these clients

• Actively contribute to the attainment of high levels of internal and external client satisfaction

• Support the team to ensure service deliverables are met

About You

We’re looking for someone with:

• Strong communication skills, both verbal and written. An ability to connect with people from all walks of life

• Comfortable dealing with clients with a disability and who have complex needs and comfortable working in a team

• Resilient, have a client centric mindset, exercise good judgment and are able to manage competing tasks

• Minimum of 3 years’ experience in a role where you have managed client relationships. Working in a Social Care, Trustee, Financial Services or Legal environment is desirable, but not essential

• Good attention to detail with an ability to manage multiple priorities

How we work  

Our 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 benefits

• Work from anywhere in Australia for up to one month each year

• An annual allowance to empower you to prioritise your personal wellbeing

• Study support and commitment to supporting professional development

Diversity and inclusion

• Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy

• A growing number of employee-led networks who work to raise awareness and drive continued change

• We support over 50 First Nations Communities, helping to secure the communities' future.  We encourage applications from Aboriginal and Torres Strait Islander People

We’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.