Trusts & Estates Manager

Job Description

The Opportunity Reporting to the Partner of Family Succession and Trustee Services, this role offers the chance to work with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients on a range of diverse trusts and estates. You will collaborate with a skilled team focused on trust and estate administration services, playing a crucial role in executing the succession plans of some of Australia's most prominent families. What You’ll Do Trust & Estate Management : Oversee all aspects of Mutual Trust’s trustee, estate and attorney appointments to ensure high-level client service, compliance and consistency. Stakeholder Coordination : Act as the primary contact for trusts, estates and attorney appointments, liaising with tax specialists, external lawyers, beneficiaries, co-trustees and co-executors. Estate & Trust Administration : Manage estate and trust administration processes, handling day-to-day operations independently and addressing complex issues with management input. Estate Planning : Assist with strategic reviews of client estate plans, including Wills, Powers of Attorney, Trust Deeds and corporate structures. Policy & Compliance Development : Contribute to the drafting, implementation and refinement of policies, precedents, procedures and manuals for trustee services. Business Growth & Strategy : Support the expansion of Trustee Services by contributing to strategy and business development initiatives. About You You're a motivated professional with: At least 3 years of experience in estate planning, trust, and estate administration. A degree in law, business, commerce, accounting or finance (preferred). A client-focused mindset with strong problem-solving abilities. Exceptional communication skills, with the ability to simplify and convey complex information clearly. A collaborative approach, driven by a commitment to personal and professional growth. Advanced Word, Excel and PowerPoint skills. Culture & Benefits Joining Mutual Trust offers you the opportunity to enjoy: Supportive flexible work arrangements. Opportunity to purchase up to four weeks additional leave each year. Recognised as an Employer of Choice for Gender Equality (Workplace Gender Equality Agency). Professional training and development for staff of all levels. Yearly health and well-being allowance and ongoing activities. Work with industry experts in highly specialised roles. Employee assistance program that offers free counselling and support for you and your family. Annual performance payment (based on your performance and Firm-wide results). Paid community/volunteer days and an award-winning staff giving program. Reward and Recognition program. Ongoing staff entertainment. About Us Mutual Trust is a Multi-Family Office providing integrated wealth services to some of Australia’s most successful families, family businesses, trustees, not-for-profits and individuals. Our purpose is to help families achieve what matters most. About Our Team Mutual Trust has over 220 staff, located across our offices in Adelaide, Melbourne, Sydney and Perth. Our team enjoys a fun and engaging culture. We have diverse roles and opportunities across family succession and trustee services, wealth management, accounting, tax, family office, agri-business and philanthropy competencies, supported by a broad corporate team of legal, financial, marketing and People and Culture professionals. How to Apply Please submit your application online with the following: A cover letter, and A detailed resume in Word format. If you would like more information on this role, please call Kate Farmer on 03 9605 9645. Only applicants with permanent residency or without visa restrictions will be considered. #J-18808-Ljbffr