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 prospect 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 - Robust, 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