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Estate and Trust Administrator

2 weeks ago


Melbourne, Victoria, Australia Mutual Trust Full time
About the Position
This role offers the chance to work with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients on trusts and estates. You will collaborate with a skilled team focused on trust and estate administration services, executing the succession plans of prominent families. As part of our team, you will oversee trust and estate management, stakeholder coordination, estate and trust administration, estate planning, policy and compliance development, and business growth and strategy.

Your Skills and Qualifications
To succeed in this role, you should have at least 3 years of experience in estate planning, trust, and estate administration. A degree in law, business, commerce, accounting, or finance is preferred. You should also possess advanced Word, Excel, and PowerPoint skills, as well as a collaborative approach and a commitment to personal and professional growth.

About Our Team
Mutual Trust has a supportive and flexible work environment, offering opportunities to purchase additional leave each year. We recognize ourselves as an Employer of Choice for Gender Equality and provide ongoing training and development for staff. Our benefits include a yearly health and wellbeing allowance, employee assistance program, annual performance payment, paid community/volunteer days, and an award-winning staff giving program.