Lawyer/Consultant, Family Succession & Trustee Services

About Us
Mutual Trust is a modern Multi-Family Office providing integrated wealth services to some Australia's most successful families, family businesses, trustees, not-for-profits and individuals. Our purpose is to help families achieve what matters most.
About Our Team
Mutual Trust has over 210 staff, located across our offices in Melbourne, Sydney, Perth and Adelaide. Our team enjoys a fun and engaging culture. We have diverse roles and opportunities across wealth management, accounting, tax, family office, agri-business, trustee and philanthropy competencies, supported by a broad corporate team of legal, financial, marketing and P&
C professionals.
The Opportunity
Reporting to the Partner of Family Succession and Trustee Services, this role offers the chance to work with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients on a range of diverse estates and trusts. You will collaborate with a skilled team focused on estate and trust administration services, playing a crucial role in executing the succession plans of some of Australia's most prominent families. This position provides professional growth opportunities through direct involvement in significant and complex financial management matters.
Key Responsibilities

• Provide comprehensive trustee services and legal advice, supporting the Family Succession &
  Trustee Services (FSTS)team in managing cases where Mutual Trust serves as Trustee, Executor, Financial Manager, and Attorney.
• Provide legal advice in Mutual Trust's capacity as Trustee of Indigenous Trusts.
• Assist in the administration and management of estate planning and trust operations.
• Communicate complex information effectively to clients and stakeholders.
• Resolve client issues efficiently, employing strong problem-solving skills.
• Proactively support business growth by engaging in and enhancing business development initiatives.

About You
You're a driven professional with:

• Minimum of 3 years' legal experience with a solid foundation in estate planning, estate and trust administration.
• Australian legal practitioner with a current practising licence.
• Degree in accounting or a related field preferred.
• Client focused, with excellent problem-solving skills.
• Outstanding communication skills and the ability to simplify complex scenarios and information for clear and effective understanding.
• A team player who is highly motived, committed to both personal and professional development.
• Advanced Word, Excel and PowerPoint skills.

Culture &
Benefits
Joining Mutual Trust offers you the opportunity to enjoy:

• Supportive flexible work arrangements and the opportunity to purchase additional leave.
• Professional training and development for staff of all levels.
• Yearly health and well-being allowance and activities.
• Work with industry experts in highly specialised roles.
• Employee assistance program offering free counselling and support for you and your family.
• Annual performance payment based on the business and your performance.
• Paid community/volunteer days and charity involvement.

How to Apply
Mutual Trust is a purpose-led organisation. We achieve this with people who are Excellent, Heartfelt, Inspiring and Principled. If these values resonate with you, please submit your application online with the following:

1. A cover letter, and
2. A detailed resume in Word format.

If you would like more information on this role, please call Kate Farmer on .

Only applicants with permanent residency or without visa restrictions will be considered.