Client Services Officer
vor 3 Wochen
Client Services Officer - Health and Personal InjuryWe have a fantastic opportunity for you to join us in a 6-month contract role to provide exceptional administrative support to Health and Personal Injury clients.
You will be a valued member of the Health and Personal Injury team, responsible for processing a high volume of payment requests, maintaining compliance, and providing administration support to the Client Relationship Managers within the team.
About the role: 6-month contract roleReceive and action client inquiries promptlySupport the client relationship manager with general administrative tasksEnsure compliance with relevant Tribunals and Trust DeedsActively update and maintain beneficiary databases for each clientMonitor workflow and manage multiple trust Outlook inboxes and action emailsCompliance with relevant policies and legislationEngage with internal and external stakeholdersContribute to a high-performing, engaged, and committed team What you'll need to succeed: Strong Administration skillsAbility to build and maintain relationshipsAbility to work in a complex fast-paced environmentSound communication, interpersonal, and problem-solving skillsKnowledge and experience using the Microsoft Office suiteAbility to work as part of a team and use initiativeExperience working in the Trustee industry or similar experience in the financial or legal sector is highly regarded What we can offer you: A warm, open, and supportive cultureAn attractive remuneration package, including reward and recognition programsAn employee wellness program, including discounted health insurance and an employee assistance programA workplace volunteering and giving program to enable you to help others in the communityWe are proud to be part of the Top 30 Best Workplaces to GivebackDiscounted tax and estate planning servicesGreat central CBD location, river views, and modern office 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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