Deceased Estates Administrator

2 weeks ago


Melbourne, Victoria, Australia State Trustees Limited Full time
Dandenong location, with flexibility to work between your home and office

  • Full Time, 12 month Fixed Term Position
  • Applications close 10 May 2023
About Us

We're the public trustee of Victoria with a strategic vision to support Victorians in protecting and growing their legacy and financial wellbeing.

With a sense of community, we offer critical financial and legal products and services including Will Writing, Powers of Attorney, Executor Services, Trustee Services and Personal Financial Administration.

About the Role

  • Liaise with stakeholders verbally and in writing to ensure the efficient administration of an estate. A "pickup the phone" service delivery approach is a must
  • Prepare quality correspondence that is easy to understand
  • Authorise payments and monitor transaction records
  • Distribution of estate assets in accordance with the Will and/or relevant legislation
  • Challenge processes with a continuous improvement mindset
Who we're looking for?

  • Bring your whole self to work, enjoy the hustle and getting things done
  • Give things a go, learn and coursecorrect
  • Embrace the spirit of change, initiative and innovation
  • Superstar team player with an outcomesfocus and customercentric lens
Skills & Experience

To be successful you will need to demonstrate:

  • Excellent customer service skills, including the ability to deal sensitively with distressed or emotionally sensitive callers
  • Experience preparing correspondence
  • Ability to prioritise work and manage work within service levels
  • Proactive communication skills
  • Ability to synthesise diverse points of view and recognise solutions
  • Competent financial literacy
  • Basic computer skills including use of Microsoft Office
  • Experience in case managing a portfolio of claims (desirable)
  • Deceased estate administration experience or similar role (desirable)
Employee Benefits

We offer a range of employee benefits including:

  • Career development
  • Flexible working conditions
  • Free Will preparation
  • Health and wellbeing programs
  • Education assistance
  • Purchased leave
  • Employee assistance program
  • Reward and recognition program
  • Retailer discounts
  • Charitable workplace giving
  • Employee social club
Our Culture

For our clients, our people and the Victorian community, we demonstrate Care, Unity, Passion - we are here, we work together, and we bring our best.

How to Apply
We are an Equal Employment Opportunity employer committed to fairness, diversity and respect. As such, State Trustees will respond to requests for reasonable adjustments from applicants with disabilities.

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