Trustee Services Coordinator
4 days ago
About the Role
We are seeking an experienced Trustee Services Coordinator to provide technical and administrative support to our 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 Trust Managers with regular compliance tasks and service requests
- Support the estate renunciation process and deliver exceptional client service
- Assist with projects and operational improvement initiatives
About You
To be successful in this role, you will have:
- Financial industry qualifications desirable
- Minimum three years' experience in an administrative role, preferably with a Financial Services or a Trustee Company
- Proven excellence in written and verbal communication skills
- Proven experience operating in a client-focused role
- Strong attention to detail and compliance focus
- Some knowledge of laws relating to trust & 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
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