Estate Consultant

2 weeks ago

Melbourne, Australia State Trustees Limited Full time

Dandenong location, with blended working from home
- Salary circa $70k + super & employee benefits
- Permanent, ongoing
- Applications close 15 February 2024

About the Role We have a rewarding opportunity for an individual with a deceased estates and/or customer service background to case manage a portfolio of deceased estates. This includes from the time State Trustees accepts the estate to the distribution of assets to beneficiaries. 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 verbally and in writing to ensure the efficient administration of an estate. A pick-up the phone service delivery approach is a must
- Preparing quality correspondence that is easy to understand
- Authorising payments and monitoring transaction records
- Distribution of estate assets in accordance with the Will and/or relevant legislation
- Challenging processes with a continuous improvement mind-set

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 with beneficiaries
- 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 well-being 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.
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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