Client Services Officer

3 weeks ago

Perth, Western Australia Equity Trustees (incorporating Australian Executor Trustees) Full time
Overview

We are currently seeking a Client Relationship Manager to join our growing Community Trusts team. Based in Perth, this full-time role works closely with First Nations communities, Aboriginal organisations, and local advisory groups across WA. Reporting to the Lead, Community Trusts, you will be responsible for representing Equity Trustees as Trustee across a portfolio of Native Title and community trusts. You'll coordinate meetings, present financial and trustee information, and support the operational and compliance needs of each trust. This includes managing relationships with land councils, prescribed body corporates, legal and financial advisers, and other external stakeholders.

This is a unique opportunity for someone who brings a strong relationship focus and an interest in governance, community engagement, or trust administration. We're open to people from diverse professional backgrounds, whether you've worked in finance, run your own business, or held senior community roles. It's your interpersonal and organisational skills that will set you up for success here.

Key Responsibilities
  • Build and maintain strong, trusted relationships with clients and communities
  • Represent Equity Trustees at meetings and AGMs, including delivering presentations
  • Support trust decision-making processes, including budgets and committee governance
  • Coordinate trust operations including compliance and stakeholder engagement
  • Work closely with internal colleagues and external providers to deliver great outcomes
What You\'ll Need to Succeed
  • A continuous improvement approach to problem-solving and process design
  • Are a confident communicator and presenter, comfortable working with community groups and committees
  • Have experience managing client or stakeholder relationships in complex environments
  • Can navigate sensitive or confidential discussions with empathy and professionalism
  • Have strong organisational skills and a detail-focused approach
  • Are Perth-based and available to travel locally for client meetings as required
Seniority level
  • Entry level
Employment type
  • Full-time
Job function
  • Finance and Sales

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