We are looking for a full-time Analyst – Wills and Estates (Trusts) to join our Trustee & Wealth Services (TWS) team in Adelaide.
We are ideally looking for someone with strong administration skills and a passion for process improvement.
The role will involve working with various systems to support the management of traditional trustee services, client onboarding, and estate management.
You will need to learn systems quickly and maintain high attention to detail as you assist with setting up trusts, processing payments, and handling client communications.
This is a great opportunity to join us where you'll be encouraged to build a long-term career with us.
Key Responsibilities:
Provide high-quality administration support in managing client records, trust setups, payments, and bank account details.
Assist with client onboarding and offboarding using NavOne/HUB24, maintaining accurate client data.
Answer calls, assist with sending client letters for will reviews, and ensure clear communication.
Handle various operational tasks including document execution, archiving, and safe custody of physical assets.
Contribute to process improvement initiatives to enhance business efficiencies and client outcomes.
Work collaboratively with internal teams and external stakeholders to ensure compliance with audit and regulatory requirements.
Support continuous learning within the team and contribute to the development of procedural manuals.
Key Skills & Experience:
Experience in office administration.
Strong attention to detail and the ability to manage multiple systems simultaneously.
Experience in reception or call centre environments is a plus.
Ability to work effectively in a fast-paced environment and adapt to changing priorities.
Clear and concise communication skills, with the ability to engage with clients and internal teams.
A proactive, solution-oriented mindset with a focus on continuous improvement.
Experience with business services administration, document execution, and compliance controls is preferred.
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 2022.
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.
Equity Trustees is over 130 years strong - and growing.
Apply now to be part of a successful contemporary trustee company!
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