About Us: Mutual Trust is a multi-family office providing integrated wealth services to 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 of people enjoy a fun and engaging culture. We have diverse roles and opportunities across accounting, tax, family office, agri-business, trustee and philanthropy competencies. The Opportunity: Working closely with our Philanthropy team, across our national business, you will be responsible for various administration matters such as research, grants analysis and reporting.
The role does require a very well organised person with strong computer and data base management skills along with the ability to deal with a cross section of clients and to be comfortable in representing the philanthropy team at various networking and marketing events. Key Responsibilities: Coordinating the documentation for various foundations, liaising with the compliance team on all outcomes and action points Corresponding with our various other stakeholders such as not-for-profit organisations and philanthropic sector Assist with the preparation of client invoices, maintaining effective client files and grants on our CRM management database Processing of all correspondence to grants, payments and setting up new client profiles Provide marketing assistance with communication, preparation of all marketing materials and events About You: The preferred candidate will have a strong understanding and a genuine passion for philanthropy and or the community sector. Ideally, you will have some knowledge or experience in Philanthropy or Not for Profit environments and be seeking to take the next step in your career path.
You will need to demonstrate the following to be considered for this role: Exceptional oral, written and interpersonal skills are imperative for this role as you will be liaising with various clients and stakeholders Strong computer skills, including proficiency in the Microsoft Office suite Database management and documentation Project management, organisational and time management skills and attention to detail Ability to work collaboratively as part of a small team, flexibly and outside of business hours when required Degree in Community Development, Social Services, Research or Communications will be well regarded. Culture & Benefits: 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 for our staff 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....