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Deceased Estate and Probate Specialist

1 month ago

Melbourne, Australia State Trustees Limited Full time

Location: Melbourne | Western Metropolitan

Job type: Full time

Organisation: State Trustees Limited

**Salary**: $83,206 - $114,555

Occupation: Legal

Reference: VG/TS/17334002E
- **Footscray location with flexible work from home and office arrangement**:

- **Salary circa $85,000 plus super depending on experience**:

- **Applications close 25 July 2023**

**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.

We are a caring, passionate and united team of over 500 people across 3 locations Footscray, Dandenong and Bendigo, Footscray, Dandenong and Bendigo.

**About the Role**

This is an autonomous role that calls for a highly experienced sales and service leader who will be the face of State Trustees' Executor Assist service offering. Whilst this role includes case management, you will be well placed to demonstrate your ability to convert leads into sales.

In addition, you will train, mentor and guide other employees on the Executor Assist process and with a continuous improvement mindset, review, improve and maintain related processes and procedures.

**Skills and Experience**
- Tertiary qualifications in a legal or business-related discipline or equivalent experience
- Frontline customer service experience with a mindset that communicating with our clients is business critical
- Experience in sales with a demonstrated ability to convert leads to sales
- Experience in deceased administration, such as in a para-legal case management work environment
- Ability to effectively communicate with all clients and prospective clients, including those who may be grieving or finding the estates process challenging
- Experience in effectively managing a portfolio of cases end-to-end
- Well-developed analytical, conceptual, investigative and problem-solving skills
- Intermediate to advanced knowledge of the Microsoft office suite and salesforce

Experience in Financial Services, Legal or Trustee industries will be highly regarded.

**Employee Benefits**

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

- One-off work-from-home set up 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.

**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 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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