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Trustee Coordinator
2 months ago
We are seeking a highly skilled Trustee Services Coordinator to join our team on a national basis. As a key member of our Trustee Services team, you will provide technical and administrative support to our Trustee Services team, ensuring the smooth operation of our trust services.
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
We are looking for a highly motivated and organized individual with a strong attention to detail and compliance focus. You will have a minimum of three years' experience in an administrative role, preferably with a financial services or trustee company. You will also have a proven excellence in written and verbal communication skills and experience operating in a client-focused role.
Employee Benefits- Work from anywhere in Australia for up to one month each year
- An annual allowance to empower you to prioritize your personal wellbeing
- Access to LinkedIn learning, study support, and commitment to supporting professional development
- Lend your expertise and support Indigenous organizations to achieve their own development goals with a six weeks' secondment with Jawun
Perpetual is a leading wealth management business with a diverse range of capabilities, including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning, and philanthropy. Our clients include individuals, families, businesses, not-for-profit organizations, and Indigenous communities throughout Australia.
