Trust Specialist

4 days ago

Hobart, Australia MyState Limited Full time

Trust Specialist

Exciting opportunity to join TPT Wealth's Trustee Services team as a Trust Specialist.

TPT Wealth is a major provider of financial products and services including Wills, Estates and Trustee Services, Managed Investments, and Commercial Lending. Established as a Trustee Company in 1887, TPT is a wholly owned subsidiary of MyState Ltd.

The role, based in Hobart or Launceston Tasmania, is responsible for the management of deceased estates, trusts, powers of attorney and financial administration appointments.

**Responsibilities for this role include**:

- Manage a book of Estate, Trust, Power of Attorney and Personal Injury customers in accordance with the legislative and regulatory framework governing a private trustee company.
- Provide proactive and high-quality customer service and support, with a positive, empathetic attitude and a solution-focussed approach.
- Manage workload and service milestones in order to achieve timely and quality outcomes for clients and satisfy Key Performance Indicators
- Identify opportunities to improve the way we do things and deliver better customer outcomes.

**About you**

Your ability to learn and adapt will be key. You'll be great at balancing planned and reactive work, and always look to put customers first.
- Experience in trustee, legal or financial services in a customer-facing role
- Sound interpersonal and communication skills (both written and verbal)
- The ability to prioritise competing tasks in a dynamic work environment
- Demonstrated initiative and problem solving skills

**About us**

Oh hi We're MyState. You might know us as Tasmania's local bank, but our group also includes TPT Wealth. Now employing over 350 people and offering products and services all around Australia, MyState Limited is growing really quickly, both in and outside of Tassie. It's a really exciting time to join our team.

We're determined to do things in way they've never been done before, and make a real difference in the lives of our customers. We know we're better when we're in this together and only win when our people, customers and community win too.

Our strategy is bold and brave, and we're growing really quickly. That means lots of failing, learning, and trying again. It takes energy and courage to chase the better every day. Does that sound like you? Could you be the next person we're looking for?

We're small enough to care (and really mean it), but big enough to make an impact.

Our vision for TPT Wealth is to become a national business known for delivering exceptional Trustee Services.

**Related documents**
- Trust Specialist
- Published on 16 Jan 2025, 11:47 PM

Job ID 9EQ7F

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