Trust Officer - Beneficiary & Trustee Operations

Mutual Trust; Western Australia; Hybrid; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Health and wellbeing allowance

Employee assistance program

Annual performance payment

Volunteer days

Job summary

Mutual Trust, a professional services firm in Perth, is seeking a capable customer service professional to join the Trustee Operations team. You will support Native Title Trust beneficiaries, guiding them through applications and answering questions while handling a high volume of enquiries with accuracy and discretion.

Training and support will be provided. The role emphasizes empathy, clear communication, and maintaining trust requirements in a busy environment.

Qualifications

• Experience in professional services, administration or busy client service environments encouraged.
• Ability to learn quickly and communicate clearly and professionally.
• Capable of balancing empathy with professionalism in a fast-paced setting.

Responsibilities

• 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.

Skills

Customer service

Communication

Attention to detail

Time management

Empathy

Job description

Mutual Trust, a professional services firm in Perth, is seeking a capable customer service professional to join the Trustee Operations team. You will support Native Title Trust beneficiaries, guiding them through applications and answering questions while handling a high volume of enquiries with accuracy and discretion.

Training and support will be provided. The role emphasizes empathy, clear communication, and maintaining trust requirements in a busy environment.