Retail Store Environment Manager overseeing development, production, and inventory management of retail store elements. Managing projects and vendor partners for store openings and renovations.
About the role
- Trust Manager managing client accounts and operations for Perpetual Foundation. Focused on relationship management in a hybrid work environment across Sydney and Melbourne.
Responsibilities
- Manage 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 policy
- Management of Perpetual Foundation Endowment communications and annual distributions process
- Support and contribute to the strategic direction and activity of the Perpetual Foundation
- Build a thorough understanding of the needs and circumstances of clients so that client needs are effectively managed
- Work collaboratively with specialist teams to support the service delivery and client experience, including Financial Advisers, Investment Specialists, Tax and Property Specialists
Requirements
- 3 plus years’ experience working in Trustee, Not-For-Profit, Financial Services, Legal or Operational roles
- Experience in client account management
- Sound problem solving, decision-making skills and communication skills (written and verbal)
- Influencing, negotiating and decision-making skills
- Strong attention to detail with an ability to manage multiple priorities
- Understanding of risk and compliance obligations in a Financial Services environment (desired)
Benefits
- More Time Off for What Matters: Enjoy up to 6 weeks of leave
- Flexible Work Environment: Ability to work from the office (Sydney or Melbourne) and at home - Hybrid role
- Study support and commitment to supporting professional development
- Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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