Public Trust Executive

2 days ago

Ipswich, Australia beBeeCollaborator Full time $100,000 - $125,000
Job Title: Senior Public Trust Officer

This role presents a unique opportunity to work in the estate administration and financial services sector.

About the Role

The program focuses on empowering individuals through trusted estate administration, education, and financial services. As a senior public trust officer, you will collaborate with internal and external stakeholders to achieve optimal financial outcomes for clients while ensuring compliance with office policies and procedures.

Key Responsibilities
  • Manage a caseload of complex files and provide professional advice to clients.
  • Offer guidance, coaching, and support to junior staff members.
  • Ensure adherence to office policies, procedures, and relevant legislation.
  • Engage with stakeholders to achieve the best possible financial results for clients.
  • Deliver exceptional customer service and contribute to a positive team environment.
Required Skills and Qualifications
  • A proactive and collaborative individual with experience in financial administration and customer service.
  • Ability to guide and mentor junior staff, supporting their development.
  • Demonstrated capacity to manage complex files and empathize with clients, with effective de-escalation skills.
  • Interpretation and application of legislation, policy, and procedures within delegated limits.
  • Strong organizational and multitasking abilities to manage a caseload efficiently.
  • Commitment to inclusive, respectful, and ethical conduct.
What We Offer
  • A dynamic work environment with diverse responsibilities.
  • Opportunities for personal and professional growth.
  • A supportive culture prioritizing employee mental health and wellbeing.

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