CAS Client Administration Services

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. 

Key Responsibilities:

  • 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

About You

  • 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 $0 CBD & Inner Suburbs 1 Administration & Office Support
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