About the business Our client is a well established and growing insurance distribution group with a significant presence across the Australian market. Backed by a global insurance platform, they offer genuine career stability and progression within a business that continues to expand.

About the role We're seeking an experienced trust accounting professional with strong WinBEAT expertise to take on a senior role overseeing trust ledger operations across a large, multi entity portfolio. This is a genuine opportunity for someone who knows WinBEAT inside out to step into a role with real scope, responsibility, and visibility, whether you're already leading a team or ready to take that next step. What you'll be doing - Managing the accuracy and integrity of trust accounting across multiple ledgers and entities

- Supporting month end close and reporting processes
- Resolving unallocated cash, reconciliation discrepancies, and processing exceptions
- Contributing to audit preparation and compliance documentation




- Working closely with WinBEAT across day to day operations, with the opportunity to guide and support others using the system
- Acting as a go to resource for complex trust accounting and system related queries What we're looking for - Strong, current experience working within WinBEAT, (essential)
- A solid background in trust accounting, ideally within insurance broking (preferrd)
- Confidence taking ownership of processes and driving accuracy at scale
- Experience leading or mentoring others is highly regarded, though we're equally open to a strong technical specialist ready to grow into a leadership remit
- A calm, process driven approach suited to a high volume, deadline focused environment What's on offer - Market-competitive salary, negotiable based on experience
- Hybrid working arrangements
- Genuine career progression within a stable, growing organisation

📌 WinBEAT Trust Accountant Lead, Insurance Broking (Melbourne)
🏢 Ambition Group
📍 Melbourne