Family Office Manager
7 days ago
About the Opportunity
This is an exceptional opportunity to join Mutual Trust as a Family Office Manager within our Family Office division, where you will play a key role in shaping the financial futures of ultra-high-net-worth families across multiple generations. You will be instrumental in integrating our Family Office services, encompassing Family Strategy, Intergenerational Planning, Governance and Education, into comprehensive solutions tailored to each family's needs. With a focus on client relationships and holistic advice, this role offers a clear pathway to becoming a senior family advisor, contributing to the growth and success of our clients and the firm.
Key Responsibilities
- Lead the integration of family strategy, intergenerational planning, governance, and education to deliver comprehensive and holistic solutions for clients.
- Apply your accounting and tax knowledge to support clients in achieving their long-term financial and non-financial goals.
- Manage client relationships by providing proactive and tailored Family Office services, ensuring excellent service delivery.
- Collaborate with internal and external advisors to build integrated, multi-disciplinary teams that meet the unique needs of each family.
- Continuously enhance the client experience, exceeding expectations and fostering long-term partnerships.
About You
You bring over 5 years of experience in financial management and advisory services, with a strong track record of achieving successful outcomes for clients. You:
- Hold a tertiary degree in Accounting, Business, Commerce, Legal or Financial Planning, with a post-graduate qualification from a relevant accounting industry body (e.g. CA or CPA designation).
- Possess strong analytical capabilities and excellent communication skills, both verbal and written.
- Demonstrate exceptional problem-solving skills and are highly service-oriented.
- Have a high emotional intelligence (EQ), enabling you to build trust and rapport with clients while navigating complex family dynamics.
- Thrive in a client-focused environment, managing multiple portfolios and providing integrated, multidisciplinary advice.
Culture & Benefits
Joining Mutual Trust offers you the opportunity to enjoy:
- Supportive flexible work arrangements.
- Opportunity to purchase up to four weeks additional leave each year.
- Recognised as an Employer of Choice for Gender Equality (Workplace Gender Equality Agency).
- Professional training and development for staff of all levels.
- Yearly health and well-being allowance and ongoing activities.
- Work with industry experts in highly specialised roles.
- Employee assistance program that offers free counselling and support for you and your family.
- Annual performance payment (based on your performance and Firm-wide results).
- Paid community / volunteer days and an award-winning staff giving program.
- Reward and Recognition program.
- Ongoing staff entertainment.
About Our Team
Mutual Trust has over 210 staff, located across our offices in Melbourne, Sydney, Perth and Adelaide. Our team enjoys a fun and engaging culture. We have diverse roles and opportunities across wealth management, accounting, tax, family office, agri-business, trustee and philanthropy competencies, supported by a broad corporate team of legal, financial, marketing and P&C professionals.
-
Family Office Manager
2 days ago
Melbourne, Victoria, Australia Mutual Trust Full timeAbout the RoleMutual Trust is seeking a highly skilled and experienced Family Office Manager to join our team. As a key member of our Family Office division, you will play a critical role in shaping the financial futures of ultra-high-net-worth families across multiple generations.Key ResponsibilitiesFamily Strategy and Planning: Lead the integration of...
-
Family Violence Specialist
7 days ago
Melbourne, Victoria, Australia MacKillop Family Services Full timeAbout the RoleMacKillop Family Services is seeking a highly skilled and compassionate Family Violence Specialist to join our specialist family violence team. As a key member of our team, you will provide child-focused, trauma-informed support to infants, children, and young people in collaboration with their mother and other supports.Key...
-
Melbourne, Victoria, Australia Family Doctor Full timeFamily Doctor is seeking a skilled Medical Practitioner to join our team at the Sunbury Medical Centre. This is a fantastic opportunity for a Doctor to take over an existing patient base and build a successful practice.Benefits:Join a GP-owned and operated clinicTake over an existing patient base with strong potential for growthEnjoy a supportive and...
-
Melbourne, Victoria, Australia Family Doctor Full timeAbout Family DoctorFamily Doctor is a reputable medical practice that offers a supportive and dynamic work environment for medical practitioners.Benefits of Practising with Family DoctorGP Ownership and Operation: Our clinics are owned and operated by General Practitioners, ensuring a strong focus on patient care and community involvement.Strategic...
-
Melbourne, Victoria, Australia Family Doctor Full timeFamily Doctor is seeking a skilled Medical Practitioner to join our team at Sunbury Medical Centre, a large and modern clinic serving the local community.Benefits:Opportunity to work in a GP-owned and operated clinicTake over an existing patient base and build a loyal client networkEnjoy strong nursing support and high billing potentialBenefit from a...
-
Family Violence Specialist
2 days ago
Melbourne, Victoria, Australia MacKillop Family Services Limited Full timeChildren's Family Violence PractitionerMcAuley Community Services for Women is a pioneering organization that provides comprehensive support to women and children affected by family violence.We are seeking a highly skilled and compassionate Children's Family Violence Practitioner to join our specialist family violence team. As a key member of our team, you...
-
Family Violence Practitioner
7 days ago
Melbourne, Victoria, Australia inTouch Multicultural Centre against Family Violence Full timeAbout the RoleThe Family Violence Practitioner (Case Manager) works with a high degree of autonomy, exercising initiative and judgment to support and manage clients experiencing family violence through the life cycle of the client's engagement with inTouch. Their role is to access, monitor, plan and manage cases, as well as advocating for and linking women...
-
Children's Family Violence Practitioner
5 days ago
Melbourne, Victoria, Australia MacKillop Family Services Limited Full timeJob Summary:McAuley Community Services for Women is a leading provider of family violence support services. We are seeking a highly skilled and compassionate Children's Family Violence Practitioner to join our specialist family violence team.About the Role:The successful candidate will provide child-focused, trauma-informed family violence support to...
-
Children's Family Violence Practitioner
7 days ago
Melbourne, Victoria, Australia MacKillop Family Services Limited Full timeAbout the RoleMcAuley Community Services for Women is a leading provider of specialist family violence services, dedicated to supporting women and children to achieve safety and independence.We are seeking a highly skilled and compassionate Children's Family Violence Practitioner to join our specialist family violence team. As a key member of our team, you...
-
Experienced Dental Assistant
5 days ago
Melbourne, Victoria, Australia Family Doctor Pty Ltd Full timeExperienced Dental Assistant - Camberwell Family DentalWe are seeking a highly skilled and motivated Dental Assistant to join our dental practice on a casual basis. Our dental practice, Family Doctor Pty Ltd, is a dynamic and friendly team with a strong commitment to delivering exceptional patient care.Key Responsibilities:Provide exceptional customer...
-
Family Lawyer
15 minutes ago
Melbourne, Victoria, Australia Legal People Full timeFamily Lawyer OpportunityWe are seeking a highly skilled and experienced Family Lawyer to join our team at Legal People. As a Family Lawyer, you will be responsible for providing expert legal advice and representation to clients in family law matters.Key Responsibilities:Providing legal advice and representation to clients in family law matters, including...
-
Experienced Dental Assistant
5 days ago
Melbourne, Victoria, Australia Family Doctor Pty Ltd Full timeExperienced Dental Assistant - Camberwell Family DentalWe are seeking a highly skilled and motivated Dental Assistant to join our dynamic dental practice on a casual basis. Our dental practice is a well-established, reputable, and friendly team with a strong commitment to providing exceptional patient care.Key Responsibilities:Deliver exceptional customer...
-
Part-Time Medical Office Assistant
7 days ago
Melbourne, Victoria, Australia Family Doctor Pty Ltd Full timeAbout Family Doctor Pty Ltd:Family Doctor Pty Ltd operates a network of GP-owned and managed medical and dental facilities, dedicated to delivering exceptional healthcare services to our community. We take pride in our extensive range of medical offerings and our commitment to comprehensive patient care.Position Overview:We are currently seeking a part-time...
-
Part-Time Medical Office Coordinator
7 days ago
Melbourne, Victoria, Australia Family Doctor Pty Ltd Full timeAbout Family Doctor Pty Ltd:Family Doctor Pty Ltd operates a network of GP-owned and managed medical and dental facilities, dedicated to delivering exceptional healthcare services to our community. We take pride in our extensive range of medical offerings and our commitment to comprehensive patient care.Position Overview:We are currently seeking a part-time...
-
Medical Office Coordinator
2 days ago
Melbourne, Victoria, Australia Family Doctor Pty Ltd Full timeAbout Us:Family Doctor Pty Ltd is a leading healthcare provider committed to delivering high-quality medical services to our patients. Our team of dedicated professionals is passionate about providing comprehensive patient care and promoting a culture of excellence in everything we do.About the Role:We are seeking a highly skilled and experienced Medical...
-
Medical Office Coordinator
7 days ago
Melbourne, Victoria, Australia Family Doctor Pty Ltd Full timeAbout Us:Family Doctor Pty Ltd is a leading healthcare provider committed to delivering exceptional patient care and services. Our team of dedicated professionals strives to provide a comprehensive range of medical services to the community.About the Role:We are seeking a highly skilled and experienced Medical Receptionist to join our team at Family Doctor...
-
Senior Family Advisor
5 days ago
Melbourne, Victoria, Australia Mutual Trust Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Family Advisor to join our Family Office division at Mutual Trust. As a key member of our team, you will play a critical role in shaping the financial futures of ultra-high-net-worth families across multiple generations.Key ResponsibilitiesFamily Strategy and Planning: Lead the integration...
-
Family Law Specialist
32 minutes ago
Melbourne, Victoria, Australia Legal People Full timeFamily Law Career Opportunity **About the Role** We are seeking a highly skilled and experienced Family Law Specialist to join our team at Legal People. As a key player in our family law practice, you will have the opportunity to work on a range of complex family law issues for private clients, including financial agreements, property settlements, divorce,...
-
Payroll and Finance Officer
5 days ago
Melbourne, Victoria, Australia Family Doctor Pty Ltd Full timeJob SummaryA great opportunity has arisen for a skilled Payroll and Finance Officer to join the Support Office of Family Doctor Pty Ltd, a growing and dynamic company in the medical industry.The RoleThe Payroll and Finance Officer will be responsible for accurately processing the fortnightly payroll for approximately 1000 employees in a timely and efficient...
-
Charity Services Officer
7 days ago
Melbourne, Victoria, Australia Australian Taxation Office Full timeAbout the RoleWe are seeking a Charity Services Officer to join the Australian Charities and Not-for-profits Commission (ACNC) team at the Australian Taxation Office.Key Responsibilities:Action tasks and activities that support the delivery of ACNC's core charity regulation services.Provide customer service, records management, and data cross-checking across...
