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Trustee Coordinator

2 months ago


Sydney, New South Wales, Australia Perpetual Full time
About the Role

The Trustee Services Coordinator will provide technical and administrative support to the Trustee Services team on a national basis.

Key Responsibilities
  • Provide technical administrative support to the Trustee Services team
  • Maintain regular and effective contact with internal and external stakeholders
  • Manage team inboxes and assist with compliance tasks and service requests
  • Support the estate renunciation process and deliver exceptional client service
  • Assist with projects and operational improvement initiatives
About You

We are seeking an experienced administrative professional with a strong attention to detail and compliance focus.

  • Financial industry qualifications desirable
  • Minimum three years' experience in an administrative role, preferably with a financial services or trustee company
  • Proven excellence in written and verbal communication skills
  • Proven experience operating in a client-focused role
  • Strong knowledge of laws relating to trust and estate administration desirable
Our Culture

Our unique culture is underpinned by our three organisational behaviours: Stretch, Own it, Make an impact.

Employee Benefits
  • Work from anywhere in Australia for up to one month each year
  • An annual allowance to empower you to prioritise your personal wellbeing
  • Access to LinkedIn learning, study support and commitment to supporting professional development
  • Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks' secondment with Jawun
Diversity and Inclusion

We are committed to creating an inclusive workplace where diversity is celebrated and welcome applications from people from all backgrounds and communities.

  • WGEA Employer of Choice for gender equality since 2018
  • Strong commitment to all aspects of Diversity and Inclusion through a robust 7-pillar strategy
  • A growing number of employee-led networks who work to raise awareness and drive continued change
  • We support over 50 Indigenous communities through Native Title Trusts, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People.