Trustee Services Coordinator

4 days ago


Sydney, New South Wales, Australia Perpetual Full time

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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