Great Supportive Team, Collins Street Offices, Flexible Working Location.
About Us Mutual Trust is a multi-family office providing integrated wealth services to Australia’s most successful families, family businesses, trustees, not-for-profits and individuals. Our purpose is to help families achieve what matters most.
The Opportunity We currently have a great opportunity for a Client Service Administrator to join our high performing Wealth Administration Team. You will support the Investment Advisory, Philanthropy and Family Office Teams through the provision of administration services to meet business objectives and client expectations.
Collaborate with other team members to ensure that integrated meeting packs, proposals, and presentation materials are complete in a timely manner
Client file handling including creation, maintenance, archiving and hardcopy fil
On-boarding and maintenance of clients including preparation of new client agreements and other applications
Assist with the preparation and distribution of reports to clients including data collection, collation, and distribution
Execution of trades including the processing of cash and term deposits and organise buys and sells of listed securities
Demonstrated administration experience ideally in professional Services, financial services or banking
Cert in Office Admin or Tertiary Quals in Finance desirable
Advanced MS Office Suite skills including Word, Excel, and Outlook
Strong time management and organisational skills
High attention to detail and accuracy
Culture & Benefits
Supportive flexible work arrangements and the opportunity to purchase additional leave
Professional training and development for staff of all levels
Yearly health and well-being allowance and activities for our staff
Employee assistance program offering free counselling and support for you and your family
Paid community / volunteer days and charity involvement
30/03/2021$0CBD & Inner Suburbs1 Administration & Office Support
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