Client Service Officer

7 days ago


Parramatta, Australia MBC Recruitment (AU) Full time

**19th February, 2024**:
**Position**: Client Service Officer
**Start**: ASAP
**Duration**: 3 month contract - possibility of extension
**Salary**: $35/hour + superannuation
**Location**: Parramatta

**Overview**

The Client Service Officer (CSO) is part of a Client Service Team collectively responsible for delivering high quality, consistent and timely POA and long-term Estate administration services**.**

**Primary Purpose of the Position**

The Client Service Officer (CSO) is part of a Client Service Team collectively responsible for delivering high quality, consistent and timely Power of Attorney (POA) and long-term Estate administration services. A CSO will typically manage a caseload of POAs and Estates at various stages of administration and a key challenge of the role is managing work outputs and competing demands/priorities to generate favourable outcomes to customers.

While no former POA or Estate administration experience is necessary, it is highly desirable if you have worked in legal or financial sectors. Investigative, analytical and problem-solving skills are also necessary.

**Key accountabilities/responsibilities**
- Manage a high-volume caseload and administer POAs and long-term deceased Estates in accordance with the legislation, rules, regulations and procedures relating to POAs and Estates
- Liaising with POA and Estate stakeholders to identify information regarding assets, liabilities, tax etc. both verbally and in writing
- Liaise directly with the families/beneficiaries of a POA and Estate matters both verbally and in writing
- Provide excellent customer service

**Essential Criteria**
- Previous experience in a similar role, or legal or financial administration experience
- Excellent customer service and ability to work in a team environment
- Clear and professional communication style
- Strong investigative, analytical and problem-solving skills

***:
Job Code: 526975

Recruitment - Parramatta, NSW

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