Trustee Services Coordinator

7 days ago

Sydney, New South Wales, Australia Perpetual Full time

Employee Benefits

  • Enjoy up to 6 weeks of leave for personal priorities.
  • Located in the heart of Sydney's CBD.
  • Competitive salary package with opportunities for career advancement.

The wealth management division encompasses multiple brands, including Perpetual Private, Fordham, Jacaranda Financial Planning, and Priority Life. We provide a comprehensive suite of services in wealth management, advisory, and trustee functions. Our expertise spans strategic advice on superannuation, retirement planning, investment management, asset protection, insurance, tax strategies, estate planning, aged care, social security, succession planning, and philanthropy. Our clientele includes individuals, families, businesses, not-for-profit entities, and Indigenous communities across Australia.

Role Overview

  • Provide technical and administrative assistance to the Trustee Services team on a national scale.
  • Maintain consistent and effective communication with both internal and external stakeholders.
  • Manage team correspondence and inboxes efficiently.
  • Assist Trust Managers with compliance tasks and service requests.
  • Support the estate renunciation process.
  • Deliver exceptional client service.
  • Contribute to projects and operational enhancements.

Candidate Profile

  • Financial industry qualifications are preferred.
  • At least three years of experience in an administrative capacity, ideally within Financial Services or a Trustee Company.
  • Demonstrated excellence in both written and verbal communication.
  • Proven track record in a client-focused role.
  • Strong attention to detail with a compliance-oriented mindset.
  • Familiarity with trust and estate administration laws is advantageous.

Organizational Culture

Our culture is defined by three core behaviors: Stretch, Own it, and Make an impact.

Diversity and Inclusion Commitment

  • Recognized as a WGEA Employer of Choice for gender equality since 2018.
  • Strong dedication to diversity and inclusion through a comprehensive 7-pillar strategy.
  • Active employee-led networks promoting awareness and driving change.
  • Support for over 50 Indigenous communities through Native Title Trusts, fostering their development goals.

We are dedicated to fostering an inclusive workplace where diversity is celebrated, welcoming applications from individuals of all backgrounds and communities. Our objective is to create an environment that allows everyone to thrive, regardless of their circumstances.

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