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Trustee Services Coordinator
2 months ago
About the Position
The role of the Trustee Services Coordinator is integral to providing both technical and administrative assistance to the Trustee Services team across the nation.
Key Responsibilities
- Deliver technical administrative support to the team.
- Maintain consistent and effective communication with both internal and external stakeholders.
- Oversee the management of team inboxes to ensure efficient workflow.
- Assist Trust Managers with compliance tasks and service requests on a regular basis.
- Support the estate renunciation process as needed.
- Commit to delivering exceptional client service at all times.
- Contribute to projects and initiatives aimed at operational improvements.
Candidate Profile
- Desirable qualifications in the financial sector.
- A minimum of three years' experience in an administrative capacity, ideally within Financial Services or a Trustee Company.
- Demonstrated excellence in both written and verbal communication skills.
- Proven experience in a client-focused role.
- Strong attention to detail with a focus on compliance.
- Some familiarity with laws pertaining to trust and estate administration is advantageous.
Organizational Culture
Our unique culture is driven by three core behaviors: Stretch, Own it, and Make an Impact.
Employee Benefits
- Opportunity to work remotely from anywhere in Australia for up to one month each year.
- An annual allowance dedicated to promoting personal wellbeing.
- Access to LinkedIn Learning, study support, and a commitment to professional development.
- Engage with Indigenous organizations through a six-week secondment with Jawun to support their development goals.
Diversity and Inclusion Commitment
- Recognized as a WGEA Employer of Choice for gender equality since 2018.
- Strong dedication to all aspects of diversity and inclusion through a comprehensive seven-pillar strategy.
- A growing number of employee-led networks focused on raising awareness and driving change.
- Support for over 50 Indigenous communities through Native Title Trusts, ensuring the communities' futures.
We are devoted to fostering an inclusive workplace where diversity is celebrated and welcome applications from individuals of all backgrounds and communities. Our objective is to create a work environment that allows everyone to thrive, regardless of their circumstances.
