Client Services Officer

3 weeks ago

Perth, Western Australia Equity Trustees Full time
Client Services Officer - Community Trust

Join our Native Title & Community Trusts team in Perth and play a key role in delivering exceptional client service to Aboriginal clients in Western Australia. As a Client Services Officer, you will support Native Title beneficiaries by responding to enquiries, assisting with applications, and ensuring trust distributions are delivered in a culturally sensitive and professional way.

You'll manage client interactions with care and accuracy while ensuring compliance with trust policies, maintaining beneficiary records, and helping improve processes. This is a role where empathy, respect, and attention to detail truly make a difference in people's lives.

Key Responsibilities
  • Respond to and manage client enquiries with empathy and professionalism.
  • Support clients with applications and assess them against trust policies.
  • Maintain beneficiary databases and records across multiple trusts.
  • Ensure compliance and escalate issues where required.
  • Assist with trust meetings, minutes, and follow-ups.
  • Assist with administrative tasks, including monthly reconciliations of travel and store accounts.
You\'ll Need to Succeed
  • Experience working with diverse communities, with the ability to engage sensitively and respectfully.
  • Strong communication and relationship-building skills, with empathy and confidentiality.
  • Ability to manage heavy workloads, multiple priorities, and complex client needs.
  • Proficiency with Microsoft Office and database systems.
  • Experience in the Trustee or financial services industry or with specialised stakeholder groups.
What We Offer
  • A warm, open, and supportive culture
  • An attractive remuneration package, including reward and recognition programs
  • An employee wellness program, including discounted health insurance and an Employee Assistance Program
  • 16 weeks of paid parental leave for the primary carer
  • Great central CBD location, modern office fit-out, and end-of-trip facilities
  • Flexible/Hybrid working environment
About Us - Trusted Since 1888

Equity Trustees was established in 1888 and is now one of Australia\'s largest specialist trustee companies. We help our clients grow, manage, and protect their wealth, always acting in their best interests.

We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career. Equity Trustees is 145 years strong and growing. Apply now to be part of a successful contemporary trustee company


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