
Expert Administrator for Financial Services
1 week ago
About our organisation
We offer a unique mix of wealth management, advice and trustee services. Our capabilities include strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy.
The Trustee Services Team is dedicated to providing expert technical and administrative support to our clients nationally.
Main Responsibilities:
- Providing technical administrative support
- Maintaining regular contact with stakeholders
- Management of inboxes
- Assisting with compliance tasks and service requests
- Supporting the estate renunciation process
- Delivering exceptional client service
- Contributing to projects and operational improvement initiatives
About You
- Financial industry qualifications are desirable
- A minimum of three years' experience in an administrative role, preferably in a financial services or trust company
- Excellent written and verbal communication skills
- Proven experience in a client-focused role
- Strong attention to detail and compliance focus
- Some knowledge of laws relating to trust & estate administration is desirable
Culture and Benefits
- We value employees who embody organisational behaviours: Stretch, Own it, Make an impact
- We offer benefits that promote work-life balance, professional development and community engagement
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