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Trustee Administration Officer
2 months ago
Mutual Trust is seeking a highly skilled and detail-oriented Trustee Administration Officer to join our team. As a key member of our Trustee team, you will play a vital role in delivering exceptional client service and ensuring the smooth administration of trust activities.
Key Responsibilities- Manage and process distribution applications for Indigenous trusts, ensuring accuracy and compliance with all regulations.
- Provide outstanding customer service by handling phone and email inquiries from beneficiaries, liaising with stakeholders, and meeting with trust beneficiaries.
- Oversee the Perth administration inbox, monitor voicemail messages, and maintain organized records using Microsoft Office and other systems.
- You are reliable, detail-oriented, and self-motivated, with a strong ability to prioritize tasks and meet deadlines.
- Proficiency in Microsoft Office and comfort with using various computer systems is essential.
- Experience in data entry, customer service, or call centre environments is crucial. Familiarity with Indigenous communities or cultural diversity is a plus.
- You thrive in a busy, fast-paced team-oriented environment and contribute positively and collaboratively.
- Supportive flexible work arrangements.
- Opportunity to purchase up to four weeks additional leave each year.
- Recognized as an Employer of Choice for Gender Equality (Workplace Gender Equality Agency).
- Professional training and development for staff of all levels.
- Yearly health and well-being allowance and ongoing activities.
- Work with industry experts in highly specialized roles.
- Employee assistance program that offers free counseling and support for you and your family.
- Annual performance payment (based on your performance and Firm-wide results).
- Paid community/volunteer days and an award-winning staff giving program.
- Reward and Recognition program.
- Ongoing staff entertainment.
Mutual Trust is a Multi-Family Office which provides integrated wealth services to some of Australia's most successful families, family businesses, trustees, not-for-profits, and individuals. Our purpose is to help families achieve what matters most.
Mutual Trust has over 210 staff, located across our offices in Melbourne, Sydney, Perth, and Adelaide. Our team enjoys a fun and engaging culture. We have diverse roles and opportunities across wealth management, accounting, tax, family office, agri-business, trustee, and philanthropy competencies, supported by a broad corporate team of legal, financial, marketing, and P&C professionals.
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