Trustee Coordinator

4 days ago


Sydney, New South Wales, Australia Perpetual Full time
About the Role

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
About You

We are looking for a candidate with a strong background in financial services or a trustee company, with a minimum of three years' experience in an administrative role. You will have excellent written and verbal communication skills, a proven ability to operate in a client-focused role, and a strong attention to detail and compliance focus.

What We Offer
  • A competitive salary and benefits package
  • The opportunity to work with a leading wealth management business
  • A dynamic and supportive team environment
  • Professional development opportunities
About Perpetual

Perpetual is a leading wealth management business with a strong commitment to diversity and inclusion. We offer a range of benefits and programs to support our employees' wellbeing and career development.


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