Client Onboarding Administrator

7 days ago

Melbourne, Australia State Trustees Limited Full time

Location: Melbourne | Western Metropolitan

Job type: Full time

Organisation: State Trustees Limited

**Salary**: $53,152 - $60,915

Occupation: Administration/Secretarial

Reference: VG/TS/1766440ES2
- **Footscray location, with flexible work from home and office arrangement**:

- **Salary circa $53,000 plus super**:

- **Assist in onboarding our new estates**:

- **Applications close 22 February 2024**

**About State Trustees**

We are 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 Team**

Our New Estates team's primary focus is to grow revenue and funds under management by offering competitive products that meet the needs of the Victorian public. This includes providing information and answering queries regarding State Trustees Wills, estates and estate administration process.

**About the Role**

Internally known as a New Estates Administrator, you will provide daily administrative support to the New Estate Consultants to help ensure administrative tasks within the onboarding of new estates are completed in a timely and efficient manner.

**Duties**
- Prepare correspondence for Consultants to service providers and other business professionals
- Collate/collect all required information for new allocations including will files
- Set up estate files and distributes to relevant Consultants in other business units

**Skills & Experience**
- Relevant administration and customer service experience
- Ability to prepare commercial standard correspondence
- Sound communication skills (written and spoken)
- Computer literacy including basic skill level with Microsoft Excel

**Employee Benefits**

Our people's wellbeing is important, and we are proud to offer the following benefits:

- One-off work-from-home setup payment
- Career development
- Health and well-being programs
- Flexible working conditions
- Education assistance
- Purchased leave
- Employee assistance program
- Reward and recognition program
- Free Will preparation
- Retailer discounts
- Charitable workplace giving
- Employee social club

Most importantly, you will be part of an organisation that works collaboratively to improve the lives of Victorians.

**How to Apply**
- We recognise the power of diversity and creating an environment where all our people feel they belong and reflect the communities in which we live, work and serve. We care about recruiting the best people, regardless of gender identity, age, ability, sexual orientation or cultural background. If you think you can do the job and would be a great fit for our team, we'd love to hear from you._

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