Job Title: Senior Public Trust Officer
This role presents a unique opportunity to work in the estate administration and financial services sector.
About the Role
The program focuses on empowering individuals through trusted estate administration, education, and financial services. As a senior public trust officer, you will collaborate with internal and external stakeholders to achieve optimal financial outcomes for clients while ensuring compliance with office policies and procedures.
Key Responsibilities
* Manage a caseload of complex files and provide professional advice to clients.
* Offer guidance, coaching, and support to junior staff members.
* Ensure adherence to office policies, procedures, and relevant legislation.
* Engage with stakeholders to achieve the best possible financial results for clients.
* Deliver exceptional customer service and contribute to a positive team environment.
Required Skills and Qualifications
* A proactive and collaborative individual with experience in financial administration and customer service.
* Ability to guide and mentor junior staff, supporting their development.
* Demonstrated capacity to manage complex files and empathize with clients, with effective de-escalation skills.
* Interpretation and application of legislation, policy, and procedures within delegated limits.
* Strong organizational and multitasking abilities to manage a caseload efficiently.
* Commitment to inclusive, respectful, and ethical conduct.
What We Offer
* A dynamic work environment with diverse responsibilities.
* Opportunities for personal and professional growth.
* A supportive culture prioritizing employee mental health and wellbeing.