Trustee Admininstration officer Trustee Admininstration officer …

Morgan McKinley
in Sydney, New South Wales, Australia
Permanent, Full time
Be the first to apply
Morgan McKinley
in Sydney, New South Wales, Australia
Permanent, Full time
Be the first to apply
Trustee Admininstration officer
Job Summary
  • Sydney CBD
  • Permanent
  • BBBH793671
  • Sep 20, 2021
  • $60k - $80k
Job Description
Trustee Administration Officer - Full Time Position - Paying upto $70k Including Super + plus potential bonus - well known and trusted organisation

Role and Responsibilities

1. Client Service
  • Build effective relationships with clients
  • Act upon Client instructions within required timeframes (SLAs)
  • Respond to client enquiries relating to various services, financial products, fees and conditions
  • Provision of timely information and reports to clients and internal stakeholders
  • Use initiative, work with strict deadlines & perform tasks with high level of accuracy
  • Communicate effectively on issues / problems to Senior Management and ensure a proper and timely follow-up to ensure resolution
  • Appropriate handling of confidential and sensitive information
2. Account Management
  • Manage Corporate Trust bank account opening and closure requests within agreed SLA
  • Timely establishment of internal and external online banking user administration
  • Maintain accounts in line with company policies and procedures, industry codes of conduct, and client instructions
  • Maintain accurate records in internal systems; both electronic and paper-based format
  • File and maintain account documents and ensure they in compliance with account conditions
3. Risk Management
  • Identify risks and determine ways to mitigate them
  • Review and provide input into team Risk Profile
  • Conduct assigned biannual Control Self Assessments
  • Manage compliance with legal and statutory requirements
4. Accounts Administration
  • Issue client correspondence in accordance with corporate guidelines
  • Set up and manage new users in multiple internal/external systems.
  • Manage and resolve all account/user/transaction related queries with all Corporate Trust banking partners.
  • Verification of documentation and due diligence
  • Investigate & resolve operational and various IT issues
  • Assisting Senior Management to perform an overview function identifying operational trends, issues and areas for improvement
  • Provide guidance, support, act as resource & assist team members from multiple operational areas relating to queries from both business and technology aspects
  • Support and provide analysis for changes and issues
The ideal candidate will have the below skills
  • Understanding of trusts & related documentation
  • Solid understanding of AML and KYC
  • Demonstrated customer service and relationship management skills
  • Experience with foreign currency transactions, global payment formatting, domestic banking platforms, RTGS, & debt directory exchange
  • Ability to effectively prioritise, manage deadlines and understand new ideas and concepts quickly
  • Good knowledge and understanding of financial markets and the Financial Services Industry
  • Knowledge of Privacy Act obligations, relevant industry codes and legislation
  • Strong analytical, problem solving skills, attention to detail and the ability to multi task
If you believe you have the right skill set I would love to hear from you, please apply or send your CV to

Morgan McKinley logo
More Jobs Like This
See more jobs