Trust and Probate Accounts Specialist

This is a Trust and Probate Accounts Specialist role with David Allen based in Penrith, NSW, AU David Allen Role Seniority - mid level More about the Trust and Probate Accounts Specialist role at David Allen Join TeamDA as a Trust and Probate Accounts Specialist Do you enjoy working with detail, structure and accuracy, while also supporting people during some of life’s most sensitive moments? If you are looking for a role where your technical accounting skills are valued just as much as your ability to provide exceptional customer service, then this could be the perfect opportunity for you. As a Trust and Probate Accounts Specialist, you will be responsible for preparing and processing trust and probate accounts in accordance with relevant laws and regulations. This includes tasks such as: • Preparing and processing trust and probate accounts • Maintaining accurate records of all transactions and financial activity • Providing exceptional customer service to clients and stakeholders • Collaborating with other team members to achieve shared goals and objectives • Staying up-to-date with changes in laws, regulations, and industry best practices • Participating in training and professional development opportunities to enhance skills and knowledge • Working independently and as part of a team to meet deadlines and achieve results • Maintaining confidentiality and discretion when handling sensitive information • Performing other duties as required by the role or organization If you are looking for a challenging and rewarding role that allows you to make a real difference in people’s lives, then this could be the perfect opportunity for you. Apply now to join our team!