Client Services Officer

4 days ago

Perth, Western Australia Equity Trustees Full time

**Key Responsibilities**:

- Maintain accurate beneficiary databases and records for Native Title claimant groups.
- Manage multiple enquiries across various trusts, ensuring adherence to specific policies.
- Enhance awareness and management strategies for vulnerable clients.
- Ensure compliance with trust distribution policies and identify/escalate compliance incidents.
- Support audit requirements and contribute to continuous improvement in processes.
- Attend trust meetings, prepare minutes, and coordinate follow-ups with Senior Management.
- Assist with administrative tasks, including monthly reconciliation of travel and store accounts.

**What You'll Need to Succeed**
- Proven ability to engage sensitively with Aboriginal and Torres Strait Islander Peoples and understand complex cultural needs.
- A proactive, detail-oriented approach to managing heavy workloads and multiple priorities.
- Strong written, verbal, and interpersonal skills, with a focus on confidentiality and empathy.
- Advanced skills in Microsoft Office and database management.
- Experience in the Trustee or financial services industry or with specialised stakeholder groups.

**What we offer**:

- 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.
- We are proud to be part of the Top 30 Best Workplaces to Giveback 2024.
- Discounted tax and estate planning services.
- 16 weeks paid parental leave for the primary carer.
- Great central CBD location, Modern office fit-out and end-of-trip facilities.
- Flexible/Hybrid working environment.

**About us - Trusted since 1888**

Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for future generations. As a trustee company, we are responsible for always acting in our client's best interests, ensuring they feel safe, valued, and cared for.

We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

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