Trust Specialist

1 week ago

Sydney, New South Wales, Australia MyState Bank Full time $60,000 - $120,000 per year

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 is being advertised across Hobart, Sydney and Launceston.

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.

Our Successful Candidate Will Have

  • 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
It's an exciting time to join TPT Wealth. As part of the MyState group, TPT Wealth is part of a growing organisation, working alongside other brands such as Auswide Bank, MyState Bank and SELFCO finance.

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.

If you'd love to know more about this position, email us at Otherwise, to apply, hit "I'm interested" by midnight 19 October 2025 to apply for the role. We look forward to receiving your application

Employment with MyState is subject to background checks including Bankruptcy, Police, and Credit checks to verify your suitability to work in the finance sector. We are an equal opportunity employer, committed to creating an inclusive work environment where everyone is valued.

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