Trustee Co-ordinator

3 days ago

Sydney, Australia Perpetual Limited Full time

More time off for the things that matter - Up to 6 weeks’ leave- Central Sydney CBD office location- Career opportunities available and attractive salary package

The wealth management business consists of three distinct brands in addition to Perpetual Private - Fordham, Jacaranda financial planning and Priority Life - offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations and Indigenous communities throughout Australia.

The role of Trustee Services Co-Ordinator is focused on providing technical and administrative support to the Trustee Services team on a national basis.

About the role
- Technical administrative support
- Maintain regular and effective contact with internal and external stakeholders
- Management of team inboxes
- Assist Trust Managers with regular compliance tasks and service requests
- Support the estate renunciation process
- Deliver Exceptional Client Service
- To assist with projects and operational improvement initiatives

About you
- Financial industry qualifications desirable
- Minimum three years' experience in an administrative role, preferably with a Financial Services or a Trustee Company.
- A proven excellence in written and verbal communication skills.
- Proven experience operating in a client focused role.
- Strong attention to detail and compliance focus.
- Some knowledge of laws relating to trust & estate administration desirable.

Behaviours
- Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.- Employee benefits-
- Work from anywhere in Australia for up to one month each year
- An annual allowance to empower you to prioritise your personal wellbeing
- Access to LinkedIn learning, study support and commitment to supporting professional development
- Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks’ secondment with JawunDiversity and inclusion-
- WGEA Employer of Choice for gender equality since 2018
- Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
- A growing number of employee-led networks who work to raise awareness and drive continued change

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