Client Relationship Manager
1 week ago
What you'll need to succeed:
- Experience in a relationship manager role, preferably financial or legal fields
- Strong organisational skills and a passion for supporting individuals from diverse backgrounds and cultures, especially those with limited capacity
- The ability to multi-task in a busy environment
- Self-driven with a 'can-do' attitude
- High resilience and emotional intelligence, with a thoughtful and considerate approach
- Understanding and knowledge, of financial management, tribunal requirements, and relevant legislation (e.g., Corporations Act, Trustee Act, Guardianship and Administration Act) preferred but not essential
- A warm, open and supportive culture
- An attractive remuneration package, including reward and recognition programs
- An employee wellness program, including discounted health insurance and an employee assistance program
- A workplace volunteering and giving program to enable you to help others in the community
- Discounted tax and estate planning services
- Great central CBD location, modern office fit-out and end-of-trip facilities.
Equity Trustees is 145 years strong - and growing. Apply now to be part of a successful contemporary trustee company
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