Trust Administrator

🎉Join Our Team as our new Trust Administrator!

Are you a detail-oriented professional with a passion for accuracy and efficiency? Do you thrive in a fast-paced environment where your work directly contributes to the success of a dynamic organisation? If so, we have the perfect opportunity for you!

🔷 About CBN

At Community Broker Network, we’re not just supporting insurance businesses - we’re shaping the future of the industry. As Australia’s largest network of general insurance authorised representatives, we empower over 300 businesses and 1,000 employees across the country.

Our team offers market access, technology, education, marketing, HR, business advice, and more, supporting brokers from Perth to Cairns.

We’re a certified Great Place to Work with an incredible culture, and a genuine commitment to helping our people grow.

Our values:

🔹We Listen (Understand)

🔹We Achieve (Accomplish)

🔹We Are One (Together)

🔷 Purpose of the Role

As a Trust Administrator, you will play a vital role in managing insurance broking trust funds, including processing receipts, payments, reconciliations, and ensuring compliance with trust accounting regulations. You will liaise with internal and external stakeholders to streamline operations, provide reporting insights, and continuously seek improvements in financial processes.

✨ What You’ll Do

• Process insurance broking trust fund transactions, including receipts, payments, and reconciliations.
• Ensure compliance with trust accounting regulations and industry standards.
• Accurately process client receipts, underwriter and adviser payments, and client refunds.
• Identify and correct errors in insurance accounting transactions.
• Build strong relationships with internal teams, Authorised Brokers, and Underwriters to enhance financial processes.
• Provide accurate and timely reporting to internal and external stakeholders.
• Manage incoming accounts mail, emails, and phone inquiries.
• Support continuous improvement initiatives within Accounting Operations.
• Participate in key projects that contribute to CBN’s strategic objectives.

💡 What You’ll Bring

• Experience in the general insurance industry and /or the insurance broking sector.
• Familiarity with General Insurance Broker platforms and accounting systems.
• Strong proficiency in Microsoft Office.
• Excellent attention to detail and accuracy in financial transactions.
• Strong problem-solving skills and a proactive approach to identifying improvements.
• Effective communication skills to collaborate with internal and external stakeholders.

🔷Our Awesome Benefits!

🏆 Great Place to Work certified 3 years in a row

🌟Hybrid working flexibility: x3 Days in the Office, x2 Days at Home!

🧘Well-being allowance

🥰2x Mental health days and birthday leave (on top of annual leave)

💰Competitive salaries

📚 Study support / L&D

💫Generous incentive & bonus plan

👶 Paid parental leave

❤️ Salary continuance benefit

✈️ Generous Travel insurance and cyber security insurance discounts

👏Celebrates personal & professional achievements

🎉 Regular team building functions, events and cultural activities

😍 Other benefits: discounted gym memberships, health insurance, retail stores and more!

On top of that, you’ll join a collaborative, approachable and fun culture that lives and breathes its core values and focuses on continuous improvement.

Ready to make your mark?

We encourage applications from results-oriented individuals who are passionate about building strong communities and achieving ambitious goals.

For further information about the position please contact HR at [email protected]