Estate Support Officer

4 weeks ago

Footscray, Australia State Trustees Limited Full time

Footscray location with blended working from home & office arrangement
- Salary from $60,000 plus super, depending on experience
- Applications close 18 June 2023

About Us
State Trustees provides Victorians with financial and legal assistance during all stages of their life, including specialised services and products such as Will Writing, Powers of Attorney, Executor Services, Trustee Services, and Personal Financial Administration.
About the Role
Within this role you will provide essential assistance to the Estates teams to help ensure clients' and beneficiaries' affairs are managed within required legislative requirements and service standards
Duties

**The role will include the following duties**:

- Manage the distribution schedule and process for Estates
- Complete tasks relating to the initialisation of Estate files
- Administer inactive files
- Liaise with internal and external stakeholders, seeking information and responding to queries
- Prepare standard correspondence
- Administrative tasks and activities related to estate administration and/or progression

Skills & Experience
- Relevant administration and customer service experience
- Well-developed professional communication skills (written and spoken), including the ability to deal sensitively with distressed or emotionally sensitive callers
- Strong alignment to State Trustees culture and values
- Strong focus on delivering quality decisions for clients and stakeholders
- Basic computer literacy including competent use of Microsoft Office
- Demonstrated ability to prepare commercial standard correspondence, reports and recommendation

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

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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