Trusts & Bequests Project Officer

Summary about this job

Detail information about job Trusts & Bequests Project Officer. Terms and conditions vacancy

Working within Australia Property Trusts Working within a not for profit organisation with genuine progression and a fantastic culture. 

Reporting directly to the Trusts & Bequests Manager this newly created position is an exciting chance for somebody who is looking for a challenge to come on board to really make the role their own. 

The Role:

• Promote the accurate and compliant allocations of trusts and bequests
• Review and assess new trusts and bequests
• Research to develop an accurate register of trusts and bequests
• Support change projects
• Review and update information on a range of platforms to ensure accurate information is available
• Provide advice and refer complex trusts and bequests appropriately 

Skills Required:

• At least 3 years industry experience 
• Sound knowledge of trusts and bequests and the role of Trustees
• Qualifications in a related field (business, commerce, administration or legal services preferred)
• Self driven
• Strong administration skills 
• Team player

You will be part of an outgoing, friendly team environment and have the opportunity to learn from an experienced Trusts & Bequests Manager who has a wealth of experience within the industry.