About the job
The Trustee Officer position is an exciting opportunity to join the Trustee Services team in Sydney CBD. This job plays a crucial role in the administration of trust, custody, and escrow arrangements, ensuring client obligations are met with precision and timeliness. The team thrives on collaboration and values individuals who take initiative and are eager to learn.
You'll be responsible for
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Coordinating trustee administration activities
Managing a portfolio of trust, custody, and escrow arrangements to ensure smooth operations.📧
Managing client communications
Overseeing the Trustee inbox, calendars, workflow logs, and client enquiries to maintain effective communication.📈
Preparing trust trial balances
Assisting with client accounting queries and ensuring accurate financial reporting.Key criteria
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Experience in financial services
Demonstrated experience in financial services or related environments.View
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Strong organisational skills
Proven ability to manage multiple priorities and meet deadlines.View
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Intermediate Microsoft Excel skills
Experience using Excel for data management and analysis.View
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