Trust Manager - Charitable Trusts & Philanthropy

Reporting to the National Manager, Charitable Trusts, you will take on a diverse Trust Manager role within the Charitable Trusts & Philanthropy (CTP) team. You will manage a portfolio of charitable trusts, strengthen stakeholder relationships, and support continuous improvement across philanthropy processes, systems, and regulatory obligations. Every day will bring meaningful work that directly contributes to positive social outcomes and better governance in the for‑purpose sector. You'll join a highly engaged, values-led team committed to excellence in trust governance and community impact. This role offers strong potential for professional growth, including opportunities to deepen technical expertise and contribute to team-wide strategy and initiatives. About the Role

Manage a portfolio of primarily non-discretionary charitable trusts, ensuring trust purposes are met and trustee obligations fulfilled. Coordinate and support oversight/governance committees, including preparing materials and attending meetings. Ensure compliance with Equity Trustees' trust management processes and contribute to ongoing business process improvements. Support key regulatory responsibilities including ACNC, ATO and fundraising compliance. Build relationships with charitable organisations and maintain up‑to‑date eligibility and contact information. Collaborate across the Philanthropy team and broader business to deliver high‑quality client service. Participate in business-wide projects, system transitions, and the development of guides, training materials and procedures. What You Need

Knowledge of charitable trust governance, the Trustee Acts, Charities Act, and related regulatory frameworks (desirable not essential). Experience in philanthropy, structured giving or grants management (desirable not essential). Strong organisational skills, with the ability to prioritise effectively and manage competing deadlines. High attention to detail and a continuous improvement mindset. Excellent stakeholder engagement and relationship-building skills. Strong research and problem-solving capability. Proficiency across Microsoft Office suite A collaborative, team-focused approach and a willingness to share knowledge. Tertiary qualifications. Additional relevant qualifications (law, finance, philanthropy, social investment) well regarded. Membership of relevant professional bodies or previous trust management experience would be advantageous. 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 2025 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

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 145 years strong - and growing. Apply now to be part of a successful contemporary trustee company!

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