![State Trustees Limited](https://media.trabajo.org/img/noimg.jpg)
Estate Consultant
2 weeks ago
- Salary circa $78k + super & employee benefits
- Fixed term contract, until 20 September 202
- Applications close 9 August 2023
About the Role We have a rewarding opportunity for an individual with a deceased estates, case management or customer service background to manage a portfolio of deceased estates.
In this role you will engage regularly with estate beneficiaries and/or their representatives to manage the estate within a legislative framework.
This includes:
- Providing a high level of customer service to our clients and other stakeholders as the primary point of contact, both verbally and in writing, to ensure the efficient administration of an estate. A pickup the phone service delivery approach is a must to improve the quality of the update and ensure this is understood
- Authorising payment, identifying and recording liabilities
- Distribution of estate assets in accordance with the Will and/or relevant legislation
- Challenging processes with a continuous improvement mindset
- Excellent customer service skills, including the ability to deal sensitively with distressed or emotionally sensitive callers
- Experience in case managing a portfolio of claims Experience preparing correspondence
- Ability to prioritise work and manage work within service levels
- Proactive communication with beneficiaries/clients
- Ability to synthesise diverse points of view and recognise solutions
- Competent financial literacy
- Basic computer skills including use of Microsoft Office
- Deceased estate administration experience or similar role (desirable)
- 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.
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