Salary AUD5,000 - AUD85,000 per annum + +bonus
Consultant Lindsay Cramond
Date posted 20 August 20192019-08-29 2019-09-19 financial-services Sydney New South Wales AU AUD 5000 85000 85000 YEAR Robert Walters https://www.robertwalters.com.au https://www.robertwalters.com.au/content/dam/robert-walters/global/images/logos/web-logos/square-logo.png
* To be the relationship manager for our clients and the point of contact for internal and external stakeholders * To ensure the estate accounts are administered efficiently, effectively and profitably in line with legislative and business/compliance guidelines * To provide outstanding customer service to our clients
- Ensure estates are administered in accordance with the Will, company policy and procedures, and, legislation.
- Develop and maintain a thorough understanding of Estates practise and law
- Manage a book of clients on a profitable & sound commercial basis, ensuring compliance with process and policy regarding distributions, investment reviews, record-keeping.
- Investigate and report on risk and compliance issues including assisting with controlled self-assessment testing (CSA) and audit issue resolution as directed
- Assist in issue resolution with Trust Managers & other internal teams
- Work proactively to improve procedures relating to Estate administration
- Participation in project work as required
We are looking for:
- Strong relationship management and interpersonal skills
- Tertiary qualified with 3 years in a legal and/or fiduciary environment
- Excellent project management and change management experience
- Proven ability to deal comfortably with a complex operating environment
- Demonstrated stakeholder relationship management and influencing skills
- Proven ability to move comfortably between high-level management and hands-on administration
- Experience of creating policies and procedures and of implementing new processes
To apply please click apply or call Lindsay Cramond on 02 8289 3218 for a confidential discussion.