_{16th July, 2026}

Are you an experienced trust professional or strong administrator (willing to learn) looking to lead meaningful client outcomes while managing a diverse portfolio of trusts? We're looking for a Trust Manager to join our Continuing Trusts team, where you'll use your technical expertise, relationship management skills, and client-focused approach to support beneficiaries and their families while ensuring the effective administration of complex trust arrangements.
 
This role offers the opportunity to manage a portfolio of testamentary and inter-vivos trusts, providing trusted advice and support to beneficiaries, families, solicitors, accountants, and other stakeholders. You'll play a key role in delivering exceptional client outcomes while ensuring compliance with relevant legislation, fiduciary obligations, and organisational policies.
 
What you'll do:

• Manage a portfolio of testamentary and inter-vivos trusts, ensuring all matters are administered effectively and in accordance with trust obligations and legislative requirements.
• Develop and maintain strong relationships with beneficiaries, families, legal representatives, accountants, and other stakeholders to deliver positive client outcomes.
• Prepare reports, recommendations, and submissions for Management and Committee review, supporting timely and informed decision-making.
• Resolve complex and, at times, contentious client matters through proactive communication, negotiation, and problem-solving.
• Ensure accurate trust administration, account management, and record keeping while maintaining compliance with relevant legislation and internal policies.
• Promote Equity Trustees' services to beneficiaries, legal professionals, and other referral partners while contributing to continuous improvement initiatives.

 
What you'll need to succeed:

• Demonstrated experience administering testamentary and inter-vivos trusts within a trustee, financial services, legal, or related environment (desirable but not essential).
• Strong knowledge of trust administration, trust accounting, and relevant legislation, including Trustee and Administration & Probate Acts (desirable but not essential).
• Exceptional stakeholder management skills, with the ability to communicate effectively, build rapport, and navigate sensitive client situations with empathy and professionalism.
• Strong analytical, organisational, and problem-solving abilities, with a demonstrated capacity to manage competing priorities and complex matters independently.
• A continuous improvement mindset, high attention to detail, and strong Microsoft Office skills.

What we offer:

• A warm, open, and supportive culture
• An attractive remuneration package, including reward and recognition programs
• An employee wellness program, including discounted health insurance and 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 2024
• Discounted tax and estate planning services
• 16 weeks paid parental leave for the primary carer
• Great central CBD location, modern office fit-out and end-of-trip facilities
• Flexible/Hybrid working environment

About us - Trusted since 1888
 
Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for future generations. As a trustee company, we are responsible for always acting in our client's best interests, ensuring they feel safe, valued, and cared for.
We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.
 
Equity Trustees is over 135 years strong - and growing. Apply now to be part of a successful contemporary trustee company!

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