Trust Administration Specialist
4 days ago
We are seeking a Conveyancing Administrator to join our Real Estate practice group in Melbourne. As a Conveyancing Administrator, you will provide high-level administrative support to our Conveyancing team with a focus on the tracking of trust monies.
Key Responsibilities:- Support the tracking of trust monies - this includes deposits, sending out trust deposit receipts, identifying and tracking unidentified trust monies.
- Liaise with Business Finance Trust Accounting Team on new trust accounting processes.
- Matter opening, ongoing maintenance, and billing.
- Maintenance of off-plan development project spreadsheets including recording details of deposits, tax file numbers, option schedules, etc.
- Provide timely and accurate administrative support to licensed conveyancers.
- Deliver high-quality, accurate work while managing deadlines, responding to change, and the competing priorities of all work.
- Assist with updating client information and relevant databases in a timely manner.
- Prior experience as a legal secretary within a Real Estate/Property team.
- Experience supporting a conveyancing practice, specifically off-plan conveyancing is desirable.
- A working understanding of managing trust monies in a conveyancing context.
- High attention to detail and level of accuracy in output is essential.
- Experience with Aderant Expert is desirable.
- High level of proficiency with the Microsoft suite (Outlook, Word, and PowerPoint), in particular, Excel is essential.
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Trusts & Estates Manager
2 days ago
Melbourne, Victoria, Australia Mutual Trust Full timeThe OpportunityReporting to the Partner of Family Succession and Trustee Services, this role offers the chance to work with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients on a range of diverse trusts and estates. You will collaborate with a skilled team focused on trust and estate administration services, playing a crucial role in executing the...
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Trust Administration Coordinator
2 days ago
Melbourne, Victoria, Australia Mutual Trust Full timeAbout UsMutual Trust is a Multi-Family Office providing integrated wealth services to successful families, family businesses, trustees, not-for-profits, and individuals. Our purpose is to help families achieve what matters most.Our TeamWe have over 220 staff, located across our offices in Adelaide, Melbourne, Sydney, and Perth. Our team enjoys a fun and...
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Estate Management Specialist
2 days ago
Melbourne, Victoria, Australia Mutual Trust Full timeJob DescriptionWe are seeking a highly skilled Estate Management Specialist to join our team at Mutual Trust. As a key member of our Family Succession and Trustee Services team, you will play a critical role in executing the succession plans of some of Australia's most prominent families.Your ResponsibilitiesManage all aspects of trustee, estate, and...
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Community Engagement Specialist
2 days ago
Melbourne, Victoria, Australia Mutual Trust Full timeAre you passionate about helping others and making a positive impact? We are seeking a dedicated Community Engagement Specialist to join our Trustee Services team in Perth. As an Indigenous Services Officer, you will be responsible for providing exceptional client service and support to beneficiaries of Indigenous trusts.This role requires strong...
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Community Engagement Specialist
3 days ago
Melbourne, Victoria, Australia Mutual Trust Full timeMutual Trust is a Multi-Family Office providing integrated wealth services to prominent families, businesses, and individuals. As an Indigenous Services Officer, you will play a pivotal role in ensuring high-quality service delivery to beneficiaries of Indigenous trusts.About the RoleYou will work closely with beneficiaries, assisting them with distribution...
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Trust and Compliance Manager
3 days ago
Melbourne, Victoria, Australia Buxton Pratt Consulting Full timeA Sales Trust Account Team Manager is required to join Buxton Pratt Consulting's Accounts team, providing exceptional leadership and expertise in trust account management.The ideal candidate will have a minimum of 4+ years experience in Sales Trust and possess excellent written and verbal communication skills.Key ResponsibilitiesHead up the Sales Trust team,...
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Programme Development Specialist
1 day ago
Melbourne, Victoria, Australia The Robertson Trust Full timeFunding Solutions Specialist\The Robertson Trust seeks an experienced Programme and Practice Officer to join our team. This role requires a strong understanding of programme development and delivery, as well as the ability to build relationships with diverse stakeholders.You will be responsible for developing and delivering effective proactive funding plans,...
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Trustee Support Officer
2 days ago
Melbourne, Victoria, Australia Mutual Trust Full timeWe are seeking a highly motivated Trustee Support Officer to join our Trustee Services team in Perth. As an Indigenous Services Officer, you will be responsible for providing administrative support and guidance to beneficiaries of Indigenous trusts.This role requires strong organisational skills, the ability to maintain accurate records, and a commitment to...
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Succession Planning Expert
2 days ago
Melbourne, Victoria, Australia Mutual Trust Full timeKey ResponsibilitiesThe Trust Administration Coordinator will be responsible for:Overseeing all aspects of trustee, estate, and attorney appointments.Coordinating with stakeholders to deliver exceptional results.Administering estate and trust processes.Contributing to strategic reviews of client estate plans.Developing policies, precedents, procedures, and...
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Trust Accounting Professional Melbourne
7 days ago
Melbourne, Victoria, Australia Innovative Talent Recruitment Full timeThis is an excellent opportunity for a Part-Time Commercial Finance Specialist to join our team in a permanent job-share role.The successful candidate will work 2-3 days per week alongside two highly skilled Trust Accountants, enjoying a collaborative team environment and competitive salary.The role involves:Managing trust accounts and ensuring compliance...
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Indigenous Services Officer
3 days ago
Melbourne, Victoria, Australia Mutual Trust Full timeWe are looking for a client-focused professional with experience in community engagement, case management or administrative services to join our Trustee Services team in Perth. This role is central to ensuring a high-quality service to beneficiaries of Indigenous trusts, providing both administrative processing and compassionate support.You will work closely...
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Sales Trust Account Team Leader
3 days ago
Melbourne, Victoria, Australia Buxton Pratt Consulting Full timeBuxton Pratt Consulting is a reputable real estate firm based in Melbourne, offering an exciting opportunity for an experienced Sales Trust Account Team Manager to join their dynamic Accounts team.This role provides a unique chance to oversee the Sales Trust Team and function for the company, ensuring seamless operations and high-volume sales...
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Beneficiary Support Coordinator
2 days ago
Melbourne, Victoria, Australia Mutual Trust Full timeMutual Trust seeks an experienced Indigenous Services Officer to join our Perth-based team. As a key member of our Trustee Services team, you will be responsible for delivering exceptional client service to beneficiaries of Indigenous trusts.About the PositionYour primary focus will be on:Providing administrative support to beneficiaries, including...
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Wealth Services Professional
2 days ago
Melbourne, Victoria, Australia Mutual Trust Full timeAbout The RoleThe Succession Planning Expert will play a critical role in helping families achieve their goals through effective succession planning. Key responsibilities include:Managing all aspects of trustee, estate, and attorney appointments.Coordinating with stakeholders to deliver exceptional results.Administering estate and trust...
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Sales Trust Account Team Manager
3 days ago
Melbourne, Victoria, Australia Buxton Pratt Consulting Full timeAn exciting opportunity to join one of Melbourne's leading real estate offices, as an integral part of their Accounts team and oversee the Sales Trust Team and function for the company.Based in a beautiful part of Melbourne's Inner CBD (Bentleigh Area), this office looks after some of Melbourne's premier properties and has built a reputation as an employer...
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Part-Time Trust Accounting Specialist
2 days ago
Melbourne, Victoria, Australia Innovative Talent Recruitment Full timeRole Overview:This part-time Commercial Trust Accountant opportunity offers a competitive salary and flexible work arrangement, allowing you to maintain a healthy work-life balance while working in a collaborative team environment.About You:We are looking for an experienced Trust Accountant who is skilled in managing trust accounts, ensuring compliance, and...
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Enterprise Trust Specialist
7 days ago
Melbourne, Victoria, Australia OneTrust Full timeOverviewOneTrust is a leading provider of data and AI security solutions. We help organizations securely handle company data, empowering them to drive innovation responsibly while mitigating risks.Your MissionThe Account Executive (AE) plays a critical role in delivering new client acquisition in zero-base accounts while ensuring successful relationships and...
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Trusted Advisor for End Users
2 days ago
Melbourne, Victoria, Australia ASSA ABLOY Global Solutions Full timeHID Global is a leader in access solutions, empowering people to create verified, trusted identities that get them where they need to go. We're seeking a highly skilled and experienced Business Development Manager to drive growth and expansion in mobile access sales and solutions within the organization.This position requires a knowledgeable and experienced...
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Digital Trust Acquisition Specialist
7 days ago
Melbourne, Victoria, Australia DigiCert Full timeWe're a leading global security authority that's changing the game in the cybersecurity industry. Our encryption is trusted by major e-commerce brands, the world's largest companies, and more.As a Global SDR, you'll play a critical role in generating new business opportunities by identifying, qualifying, and nurturing Enterprise leads. You'll work closely...
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Operations and Administrative Specialist
3 days ago
Melbourne, Victoria, Australia Superduper Full time**Operations Support Specialist**We are seeking a skilled Operations Support Specialist to support the Chief Operating Officer (COO) in streamlining operations across various departments. This role involves administrative support, executive assistant responsibilities, operational coordination, and process documentation.The successful candidate will possess...