The role of Client Services Officer Native Title is responsible for consistently providing exceptional customer service and culturally sensitive support to Native Title Aboriginal clients across Western Australia.
About the role:
Process and action Native Title client enquiries, advise clients on their entitlements and assist them in completing their applications
Assess applications according to established trust deeds, policies and procedures, including engagement with external stakeholders to facilitate the distribution of direct benefits
Confidentially maintain beneficiary databases and membership records for each Native Title claimant group
Manage multiple enquiries over a range of Native Title trusts, ensuring their specific policies and guidelines are adhered to
Progress knowledge and awareness for vulnerable clients and how best to manage their enquiries
Ensure compliance with trust distribution policies and processes
Identify and escalate compliance incidents and contribute to client/beneficiary-focused resolution and management
Implement, understand and support the leadership team with ongoing auditing requirements
Attend and support Senior Management in Native Title Trust meetings, meet Advisory Trustees, record minutes, and follow up actions
Assist Client Services Manager and the broader team with monthly store and travel account reconciliation
What you'll need to succeed:
You are very organised, self-driven and have a 'can-do' attitude. You have excellent written and verbal communication skills and high attention to detail. In addition, you enjoy working as part of a team and have high resilience and emotional intelligence. You are efficient, enjoy improving processes, and your computer skills are exceptional. Most of all, you enjoy building client relationships by providing quality service and understanding the importance of maintaining confidentiality.
You have experience dealing with Aboriginal and Torres Strait Islander Peoples or Native Title and are committed and willing to understand complex and cultural needs.
As a preference, you have experience working in the Trustee industry, working with a specialised cross-section of stakeholders.
What we can offer you:
A warm, open, and supportive culture
An attractive remuneration package, including reward and recognition programs
An employee wellness program, including an employee assistance program
A workplace volunteering and giving program to enable you to help others in the community
We are proud to be part of the Top 30 Best Workplaces to Giveback 2022
Discounted tax and estate planning services
Great central CBD location, Modern office fit-out and end-of-trip facilities.
About us - Trusted since 1888
Equity Trustees was established in 1888 and are 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.
This vacancy is managed directly by the Equity Trustees' HR team. We will contact our preferred agency partners should we require additional support. Thank you.