In-Demand Trustee Jobs in Parramatta, Nsw

Senior Case Manager
Insignia Financial Ltd —Sydney NSW
- Full-time
- Organisational skills
- Communication skills
7d
Senior Manager Advice Governance
AMP Limited —Sydney NSW
- Full-time
- Presentation skills
- Financial services
- AI
14d
Regional Property Manager
Perpetual Limited —Sydney NSW
- Full-time
- Management
- Communication skills
- Work from home
Group Pricing Analyst Contract
MetLife —Sydney NSW
- Temporary
- Microsoft Excel
- Analysis skills
- Machine learning
- Parental leave
- Employee assistance program
Client Manager, Responsible Entity Services – Perpetual Corporate Trust
Perpetual Limited —Sydney NSW
- Up to $133,000 a year
- Full-time
- Management
- Administrative experience
- Financial services
- Work from home
Senior Manager, Investment Operations, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Management
- Research
- Analysis skills
- Work from home
8d
Payroll Manager, Perpetual Wealth
Perpetual Limited —Sydney NSW
- Full-time
- Microsoft Excel
- Management
- Finance
- Work from home
Administrator
Perpetual Limited —Sydney NSW
- Full-time
- Administrative experience
- Communication skills
- Time management
- Work from home
4d
Senior Procurement Officer
NSW Trustee and Guardian —Sydney NSW
- $133,348 - $146,945 a year
- Full-time
- Parental leave
- Employee assistance program
6d
Claims Care Case Manager
MetLife —Sydney NSW
- Full-time
- Customer service
- Administrative experience
- AI
- Parental leave
- Employee assistance program
Financial Analyst (Management Accountant)
Secure Parking —North Sydney NSW
- From $100,000 a year
- Full-time
- Microsoft Excel
- Finance
- Analysis skills
Quick Apply
5d
Financial Accountant (Finance Analyst)
Perpetual Limited —Sydney NSW
- Full-time
- Microsoft Excel
- Microsoft Office
- Finance
- Work from home
Senior Manager Insurance
AMP Limited —Sydney NSW
- Full-time
- Hybrid work
- Analysis skills
- Product management
- Financial services
11d
Senior Compliance Officer
PIMCO —Sydney NSW
- Full-time
- Research
- Analysis skills
- Financial services
Performance Analytics Manager
Apex Group —Sydney NSW
- Full-time
- Microsoft Excel
- Office experience
8d
Paraplanner, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Hybrid work
- Organisational skills
- Time management
- Work from home
Senior Manager Risk, Wrap Product & Investments
Insignia Financial Ltd —Sydney NSW
- Full-time
- Financial services
Procurement Specialist (Vendor Manager), Perpetual Wealth
Perpetual Limited —Sydney NSW
- Full-time
- Finance
- Bachelor's degree
- No degree
- Work from home
8d
Senior Research Analyst
Perpetual Limited —Sydney NSW
- Full-time
- Research
- Finance
- Master's degree
- Work from home
7d
Director of Fundraising and Community Relations (FCR) (Sydney)
Islamic Relief Australia —Sydney NSW
- Full-time
- Management
- Salesforce
- Microsoft Office

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trustee jobs near parramatta, nsw

Senior Case Manager

Insignia Financial Ltd -
Sydney NSW

Apply Now

Job Details

Full-time
7 days ago

Qualifications

Organisational skills
Communication skills

Full Job Description

Date: 18 Aug 2026

Location:
SYDNEY, NSW, AU, 2000

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Employment Type: Max Term Full Time
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A career that works for you
Helping around 2 million Australians do more with their money
Together, we’re making it happen

The opportunity to join our team

We are seeking a highly experienced Senior Case Manager to join our Trustee Claims team, where you will play a pivotal role in managing complex Total and Permanent Disability (TPD), Income Protection (IP), Death and Terminal Illness claims. As a trusted technical expert, you will assess complex claims matters, provide technical leadership across the team and make sound, member-focused decisions that align with legal, regulatory and Trustee obligations. This role offers the opportunity to act as an Authorised Trustee Delegate, making formal determinations on behalf of the Trustee while balancing fairness, compliance and risk considerations. You will work closely with leaders and stakeholders across the business, contributing to governance, continuous improvement initiatives and claims strategy. If you are passionate about delivering exceptional member outcomes while mentoring others and driving technical excellence, this is an opportunity to make a meaningful impact.

Key Responsibilities:
Manage a portfolio of complex and high-profile TPD, Income Protection, Death and Terminal Illness claims from assessment through to determination.
Review, authorise and provide technical oversight for complex and adverse claims decisions as an Authorised Trustee Delegate.
Coach, mentor and support Claims Associates to strengthen technical capability, decision quality and customer outcomes.
Review contribution refund and reclassification requests and ensure decisions are made in accordance with Trustee delegations and governance requirements.
Provide technical advice and subject matter expertise on TPD, IP and broader insurance-related matters, projects and initiatives.
Contribute to the development and maintenance of procedures, policies, templates and quality assurance practices across Trustee Claims.
Identify and implement process improvement opportunities that enhance member experiences and improve operational effectiveness.
Partner with internal and external stakeholders, including insurers, legal teams, customer resolutions and advisers, to deliver fair, consistent and timely claim outcomes.

What you will bring:
Significant experience in superannuation and life insurance claims management, with deep expertise in complex TPD and Income Protection claims.
Strong knowledge of superannuation legislation, Trustee obligations and insurance policy interpretation.
RG146 qualifications, with insurance-related qualifications such as ANZIIF or DFP highly regarded.
Proven ability to assess complex medical, legal and policy matters while exercising sound judgement and making balanced decisions.
Experience coaching, mentoring and developing others to build technical capability and performance.
Excellent stakeholder management, communication and relationship-building skills across a broad range of internal and external parties.
A strong customer focus with the empathy and resilience to support members and beneficiaries through sensitive and often complex circumstances.
Exceptional organisational skills with the ability to manage competing priorities, maintain high levels of accuracy and consistently deliver quality outcomes.

To Apply

Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-join-our-team.

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.

Apply Now

Refine Your Search

trustee jobs in parramatta, nsw

Senior Case Manager

Senior Manager Advice Governance

Regional Property Manager

Group Pricing Analyst Contract

Client Manager, Responsible Entity Services – Perpetual Corporate Trust

Senior Manager, Investment Operations, Perpetual Wealth Management

Payroll Manager, Perpetual Wealth

Administrator

Senior Procurement Officer

Claims Care Case Manager

Financial Analyst (Management Accountant)

Financial Accountant (Finance Analyst)

Senior Manager Insurance

Senior Compliance Officer

Performance Analytics Manager

Paraplanner, Perpetual Wealth Management

Senior Manager Risk, Wrap Product & Investments

Procurement Specialist (Vendor Manager), Perpetual Wealth

Senior Research Analyst

Director of Fundraising and Community Relations (FCR) (Sydney)

I want to receive the latest job alert for trustee in parramatta, nsw

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