Build your career in a skilled services environment 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 looking for confident, capable and highly organised people to join our Perth Trustee Operations team.
This is an opportunity to build valuable professional experience within a sophisticated financial services environment while working in an area that has genuine purpose and impact.
You'll be part of a high-performing team supporting the administration of Native Title Trusts.
The work is fast-paced and wide-ranging, combining high-volume enquiries with detailed administration, problem solving and the consistent application of trust policies and procedures.
You don't need previous trustee experience.
We'll teach you the technical side.
What matters is that you learn quickly, communicate confidently, use good judgement and can work accurately at pace.
About the role As an Officer - Trustee Operations, you'll spend much of your day speaking directly with beneficiaries by phone, as well as assisting people in person when required, while managing a high volume of applications, enquiries and administrative matters.
Some conversations are straightforward.
Others can be complex or challenging.
You'll need to listen and explain requirements clearly, while using good judgement, setting appropriate boundaries and working consistently within the terms of the trust.
It's a role is ideal for someone who can combine empathy with professionalism: understanding each beneficiary's needs, explaining what can be supported and helping them navigate the appropriate process.
You'll also work in an environment where people share knowledge, give each other feedback and continually learn.




You'll need to be comfortable asking questions, taking feedback on board and adapting quickly.
What you'll do In this role, you will: Respond confidently and professionally to beneficiary enquiries by phone, email and in person.
Guide beneficiaries through distribution applications and explain requirements clearly.
Process a high volume of applications accurately and efficiently.
Review information and supporting documentation.
Apply established policies and procedures consistently and fairly.
Maintain accurate records and update internal systems.
Handle difficult conversations calmly and professionally.
Identify when a matter requires escalation and involve senior team members appropriately.
Work closely with colleagues in a fast-paced, collaborative team.
About you You may currently work in professional services, administration or another fast-paced client service environment.
You don't need to have done this exact role before.
What matters most is your approach to work and your ability to learn.
You'll likely thrive here if you: Pick up new concepts, systems and processes quickly.
Communicate clearly, confidently and professionally with people.
Enjoy working at pace and having plenty to do.
Can manage competing priorities without losing attention to detail.
Combine empathy with the confidence to set clear boundaries.
Take ownership of your work and follow matters through.
Are open to feedback and quick to apply it.
Have good computer skills and enjoy learning new systems.




Bring energy, reliability and a positive approach to your team.
Want to build professional experience and take on greater responsibility over time.
If you are looking for an opportunity to accelerate your professional development, build specialist knowledge and establish yourself within a highly regarded professional services firm, we would encourage you to apply.
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 environment, 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 ************.
Reference number: *******_1 Profession:Trustee ServicesVarious Opportunities Company: Mutual Trust Date posted: 28th Jul, ****

📌 Client Services Officer - Native Title Trusts (Western Australia)
🏢 Mutual Trust
📍 Western Australia