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Assistant Client Relationship Manager - Community & Native Trusts

Employer
Equity Trustees
Location
Perth, Australia
Salary
Competitive
Closing date
Jun 11, 2024

View more

Job Function
Accounting/Audit/Tax
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
We're thrilled to offer you a remarkable opportunity to join our team. As an Assistant Client Relationship Manager, you'll play a pivotal role in supporting Native Title Relationship Managers by overseeing crucial operational, administrative, logistical, and compliance processes for key Native Title Trusts. Your responsibilities will also include nurturing relationships with Land Councils, Aboriginal Corporations, external service providers, regulatory bodies, and property management.

About the role:
  • Assist in presenting financial and trustee information
  • Coordination of property management activities
  • Assisting with purchases and sales of houses
  • Support Trusts' operational functions
  • Ensure efficient issue resolution
  • Ensure actions align with trust requirements
  • Resolve conflicts and collaborate with stakeholders
  • Identify and escalate compliance incidents

What you'll need to succeed:
  • Experience with Aboriginal communities and nonprofits is valued
  • Experience in property management or similar well-regarded.
  • Previous client-facing experience
  • Proven relationship-building skills
  • Strong organizational skills with keen attention to detail
  • Empathetic and resilient nature
  • Adaptability to diverse clients and cultures
  • Formal qualification or working towards one in finance, business, or law is valued

What we can offer you:
  • A warm, open, and supportive culture
  • An attractive remuneration package, including reward and recognition programs
  • An employee wellness program, including 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 2022
  • Discounted tax and estate planning services
  • Great central CBD location, Modern office fit-out

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 generations.

As a trustee company, it is our responsibility to always act in our client's best interests, ensuring they feel safe, valued, and cared for.

Equity Trustees acquired Australian Executor Trustees in late 2022, significantly expanding the Trustee & Wealth Services part of the business. It is a transformative acquisition consistent with the company strategy of being Australia's leading trustee, offering great opportunities for all employees across the newly integrated business.

We are committed to providing a flexible, rewarding workplace 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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