Customer Service Officers (Indigenous Trusts) (Perth)

Customer Service Officers (Indigenous Trusts) (Perth)

07 Aug
|
Mutual Trust
|
Perth

07 Aug

Mutual Trust

Perth

Build a meaningful career
Mutual Trust is a privately owned, purpose-led professional services firm providing integrated wealth, advisory and trustee services to families, individuals, trusts, businesses and communities.
We are currently looking for client service and administration professionals to join our Perth Trustee Operations team, helping beneficiaries navigate enquiries, applications and access to trust services.
This is a unique opportunity for someone with excellent customer service skills, maturity, accuracy and resilience to build a long-term career in an area of work that is meaningful, growing and highly specialised.
About the role
As an Officer - Trustee Operations, you will support the day-to-day administration of Native Title Trust services, including helping beneficiaries with distribution applications and related enquiries.
This is a busy, primarily phone-based role where you will guide beneficiaries, process distribution applications, check information, update records and help ensure requests are handled accurately, respectfully and in line with required procedures.
You do not need prior trustee experience - we provide training and support.
What matters most is your customer service capability, maturity, attention to detail and willingness to learn.
What you will do
In this role, you will:
respond to beneficiary enquiries by phone, email and in person
assist with distribution applications and related administration
explain process requirements clearly and respectfully to beneficiaries
check information and supporting documentation
maintain accurate records and update internal systems
follow up missing information where required; and
escalate complex or sensitive matters to senior team members.
About you




You may come from customer service, contact centre, claims, case coordination, administration or other service-based environment.
You will be well suited to this role if you:
are confident and professional on the phone
enjoy helping people
can stay calm in busy or challenging situations
have strong attention to detail
are comfortable following procedures
are reliable, organised and team-oriented
have good computer skills, and
are looking for a role where you can learn and grow over time.
Culture & Benefits
Joining Mutual Trust offers you the opportunity to enjoy:
Inclusive and equitable culture - proudly recognised as an Employer of Choice for Gender Equality (Workplace Gender Equality Agency).
Award winning industry leadership - winner of the Euromoney Private Banking Awards **** - Australia's Best for Family Office Services.
Professional training and development for staff of all levels.
Yearly health and well-being allowance and ongoing activities.
Employee assistance program that offers free counselling and support for you and your family.
Annual performance payment (based on your performance and Firm-wide results).
Paid community / volunteer days and an award-winning staff giving program.
Reward and Recognition program.
Ongoing staff entertainment.
The Perth team
Our Perth office is home to a close-knit team of around 25 staff, representing all areas of the business.
We pride ourselves on fostering a collaborative and supportive workplace, where everyone works together and maintains a friendly, welcoming atmosphere.
If you're looking to join a team that values camaraderie and professionalism, you'll feel right at home here.
Apply now, including a cover letter.
or for more information call Ree Bonganay on
03 •••• •466
.

📌 Customer Service Officers (Indigenous Trusts) (Perth)
🏢 Mutual Trust
📍 Perth

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