Client Services Manager / Trust Officer
Ability One Financial Management Pty Ltd – Macquarie Park, Sydney NSW
Personal Injury Law – Allied Health (Legal)
Part-time progressing to full-time
$52–$54 per hour

About the Role

We are seeking an experienced Client Services Manager/Trust Officer to join our growing team at AOFM, a respected Australian private Financial Management and Trustee company.

This role will commence as part-time (3 days per week) and progress to full-time within 3 months, in line with business growth. Our office is conveniently located at 32 Delhi Road, Macquarie Park, Sydney.

An experienced Senior Support Coordinator, Case Manager, or Allied Health professional will find this role rewarding, interesting, and well within their competencies.

About Us

At AOFM, we specialise in providing tailored financial management, Life planning and trustee services to clients living with disability. Our clients require a highly personalised service that not only meets but exceeds expectations, ensuring their unique needs are managed with professionalism, compassion, and care.

Key Responsibilities

Build and maintain strong professional relationships with clients and their families

Network and develop industry connections to better support client outcomes

Advocate for clients and ensure their needs are represented

Prepare professional reports for the Financial Manager and Public Trustee

Liaise with internal and external stakeholders to deliver exceptional service

Resolve complex client challenges with professionalism and care

Refer clients to appropriate skilled professionals where necessary

Skills & Experience

Strong background in disability case management, allied health, or social work

Excellent written and verbal communication skills

High level of emotional intelligence and interpersonal skills

Strong organisational and time management abilities

Creative problem-solving and practical life-planning skills

Ability to work independently and collaboratively within a team

Proficiency in Microsoft Word, Excel, and general computer literacy

Clear understanding of referral pathways and effective stakeholder engagement

Minimum 2-3 years of experience in disability case management, allied health, or social work

Relevant tertiary qualification in Social Work, Allied Health, Psychology, or related field

Australian work rights and ability to obtain a Working with Children Check

Current professional registration with relevant body (AASW, AHPRA, or equivalent) preferred

Ability to obtain and maintain a National Police Check

What We Offer

Engaging, meaningful work within a supportive and dynamic team

Competitive hourly rate ($52–$54, depending on experience)

Opportunities to make a direct and lasting impact on the lives of clients

A role that grows with you as our business expands

How to Apply
If you are a compassionate professional with the skills and drive to support people living with disability in a highly specialised role, we'd love to hear from you.

Send your resume to [email protected]