Trustee Co-Ordinator

3 weeks ago

Sydney, Australia Perpetual 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 Jawun

Diversity 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

We support over 50 Indigenous communities through Native Title Trusts, helping to secure the communities future. We encourage applications from Aboriginal and Torres Strait Islander People.

We are committed to creating an inclusive workplace where diversity is celebrated andwelcome applications from people from all backgrounds and communities. Our goal is to provide a work environment that enables you to thrive, whatever your circumstances.

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