Manager Trusts, Estates

1 week ago

Melbourne, Australia Mutual Trust Full time

Newly created role, working with a diverse team and clients
- Hybrid work model
- home & office
- Full Time

**About Us**
Mutual Trust is a multi-family office providing integrated wealth services to Australia’s most successful families, family businesses, trustees, not-for-profits and individuals. Our purpose is to help families achieve what matters most.

**The Opportunity**
Working alongside experienced professionals with diverse areas of expertise, you will be providing estate and trust administration services and playing a key role in the fulfilment of the succession plans of some of Australia’s most successful families.

**Key Responsibilities**:

- Manage service delivery of the estates and trusts where Mutual Trust is appointed leveraging different areas of expertise both internally and externally to deliver exceptional service to our clients
- Work directly with our clients and build strong and trusting relationships with the families we support
- Participate in improvement initiatives to deliver market leading trustee services
- Actively contribute to our growing business by supporting business development activities
- Work closely with senior management to ensure compliance is managed appropriately

**About You**:
Ideally, you will have the following skills and experience
- Knowledge and experience (7 years+) in administering estates and trusts gained either through the legal, accounting or trustee company industries
- Client-focused with excellent communication skills
- Keen to work for a growing business with genuine opportunities for career development
- A principled appreciation for the role of a professional Trustee
- A qualification in law, accounting or other similar discipline or experience gained working the area
- Work collaboratively across teams and other disciplines
- Strong analytical and problem-solving skills
- Growth mind-set
- Understanding of risk and compliance obligations in a Financial Services environment.

**Culture & Benefits**:

- Supportive flexible work arrangements and the opportunity to purchase additional leave
- Professional training and development for staff of all levels
- Yearly health and well-being allowance and activities for our staff
- Work with industry experts in highly specialised roles
- Employee assistance program offering free counselling and support for you and your family
- Annual performance payment based on the business and your performance
- Paid community / volunteer days and charity involvement
- Reward and Recognition program

**How to Apply**:

- a cover letter
- and a detailed resume.

**COVID-19 NOTICE**
The safety of our people and clients is our greatest priority. Due to the changing circumstances of COVID-19 your working location, as advertised in this advert may change to remote working. These changes if applicable will be discussed at screening and interview stage.

949887

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