Trustee Services Administrator

4 days ago

Brisbane, Queensland, Australia Perpetual Limited Full time

More time off for the things that matter - Up to 6 weeks' leave-
- Work where we work best - Hybrid office/work-from-home environment-
- 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 Administrator 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

  • Manager, Trustee Review

    6 days ago

    Brisbane, Queensland, Australia Australian Retirement Trust Full time

    **A fantastic opportunity exists to join our Insurance Services team as a Manager - Trustee Review We now have a full-time permanent vacancy.****Why join us?**- State of the Art brand new office overlooking Southbank with end of trip facilities, yoga and multi faith room, barista coffee on every floor, indoor gardens and much more to encourage collaborative...

  • Client Service Officer

    6 days ago

    Brisbane, Queensland, Australia Equity Trustees Full time

    27th August, 2025 We have an exciting opportunity for a Client Service Officer – Health and Personal Injury to join our team in Brisbane.This role is key to supporting our Health and Personal Injury Client Relationship Managers (CRMs) by providing high-quality administrative and client-focused support.You will help ensure that our clients receive...

  • Client Service Officer

    1 week ago

    Brisbane, Queensland, Australia Equity Trustees Limited Full time $80,000 - $120,000 per year

    We have an exciting opportunity for a Client Service Officer – Health and Personal Injury to join our team in Brisbane. This role is key to supporting our Health and Personal Injury Client Relationship Managers (CRMs) by providing high-quality administrative and client-focused support. You will help ensure that our clients receive exceptional service while...

  • Administrative Support Specialist

    5 days ago

    Brisbane, Queensland, Australia beBeeService Administrator Full time $60,000 - $85,000

    Administrative Support SpecialistWe are seeking a highly organized and detail-focused Administrative Support Specialist to join our team. This role will provide administrative support to the Service Department, ensuring accuracy in documentation across the full cycle of work orders, projects, purchase orders, inspection reports, and service work history of...

  • Client Service Officer

    2 weeks ago

    Brisbane, Queensland, Australia Equity Trustees Full time

    Client Service Officer - Health and Personal InjuryJoin to apply for the Client Service Officer - Health and Personal Injury role at Equity TrusteesClient Service Officer - Health and Personal Injury1 day ago Be among the first 25 applicantsJoin to apply for the Client Service Officer - Health and Personal Injury role at Equity TrusteesGet AI-powered advice...

  • Client Service Officer

    5 days ago

    Brisbane, Queensland, Australia Equity Trustees Full time

    Client Service Officer - Health and Personal InjuryJoin to apply for the Client Service Officer - Health and Personal Injury role at Equity TrusteesClient Service Officer - Health and Personal Injury1 day ago Be among the first 25 applicantsJoin to apply for the Client Service Officer - Health and Personal Injury role at Equity TrusteesGet AI-powered advice...

  • Lawyer | 2 Temporary Opportunities

    1 week ago

    Brisbane, Queensland, Australia The Public Trustee of Queensland Full time $90,000 - $120,000 per year

    About the role As part of the Office of the Official Solicitor, you'll offer front-line, customer-focused legal services that are essential to supporting the multifaceted work of the Queensland Public Trustee (QPT). Our team addresses a broad spectrum of legal challenges, including complex litigation in probate, succession, and disability matters, as well as...

  • Expert Client Support Specialist

    4 days ago

    Brisbane, Queensland, Australia beBeeAdministrator Full time $90,000 - $120,000

    At the heart of our organization is a team dedicated to delivering exceptional client service. As a Trustee Services Administrator, you will play a vital role in supporting this mission.The wealth management business at our institution offers a unique blend of wealth management, advice, and trustee services. Our diverse capabilities include strategic advice...

  • Financial Administrator

    3 days ago

    Brisbane, Queensland, Australia beBeeAdministrative Full time $60,000 - $80,000

    Job Description:This role is an entry-level opportunity to join the Finance, Transformation & Operations division and work within the Deceased Estates team. The position involves processing deceased notifications in BOQ Group systems, responding to solicitors, public trustee, executors for estates, adhering to BCOP standards and timeframes, attending to...

  • Administration Support Officer To The Cfo

    5 days ago

    Brisbane, Queensland, Australia Ipswich Girls' Grammar School At Their Website And Enrol Online Full time

    Administration Support Officer to the CFOFlexible part-time role working at a senior administrative levelJoin our supportive and passionate business services teamSupportive School environment with a vision and goals focusIpswich Girls' Grammar School including Ipswich Junior Grammar School offers high quality, non-denominational education to students from...