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Trusts & Estates Professional

7 days ago

Melbourne, Victoria, Australia Mutual Trust Full time
About the Role
Mutual Trust is a Multi-Family Office providing integrated wealth services to successful families, family businesses, trustees, not-for-profits, and individuals. As our Trusts & Estates Manager, you will oversee all aspects of trustee, estate, and attorney appointments, ensuring high-level client service, compliance, and consistency.

About You
We are looking for a motivated professional with at least 3 years of experience in estate planning, trust, and estate administration. A degree in law, business, commerce, accounting, or finance is preferred. You should have a client-focused mindset, strong problem-solving abilities, exceptional communication skills, and a collaborative approach.

About Mutual Trust
Mutual Trust has over 220 staff across offices in Adelaide, Melbourne, Sydney, and Perth. Our team enjoys a fun and engaging culture, with diverse roles and opportunities in family succession and trustee services, wealth management, accounting, tax, family office, agri-business, and philanthropy competencies.