Estate Administrator
3 weeks ago
Are you passionate about delivering exceptional client experiences and ensuring that the technical administration of estates is carried out meticulously and following the highest standards of compliance? We are looking for an Estate Administrator to work closely with our Estate Managers in overseeing the technical administration of a diverse portfolio of deceased estates.
As an Estate Administrator, you will play an essential role in overseeing the end-to-end process of estate administration, ensuring that estates are distributed in accordance with the terms of the Will and/or relevant legislation. Your responsibilities will span various key areas, including client focus, business processes, stakeholder management, team collaboration, and compliance.
On a day-to-day basis, you can expect to
- Collaborate with the Estate Managers and key stakeholders to administer estates in line with the Will and/or relevant legislation.
- Provide high-level technical and compliance outcomes
- Address legacy issues to reduce the time required to administer estates.
- Refine and improve precedents to streamline estate administration processes.
- Actively participate in estate and broader business projects as required.
- Establish and maintain strong relationships with internal and external stakeholders.
- Deliver consistently excellent client experiences.
- Identify and escalate incidents and complaints, contributing to client-focused resolution.
We are looking for an experienced administrator with a can-do, positive attitude who enjoys working in a vibrant and collaborative team. You have a high attention to detail and are super organised. This role offers the opportunity to significantly impact client experiences, streamline processes, and contribute to the growth of our Estates business.
**About us - Trusted since 1888**
Equity Trustees was established in 1888 and are now one of Australia's largest specialist trustee companies. We help our clients grow, manage, and protect their wealth now and for generations. As a trustee company, it is our responsibility to always act in our client's best interests, ensuring they feel safe, valued, and cared for.
Equity Trustees acquired Australian Executor Trustees in late 2022, significantly expanding the Trustee & Wealth Services part of the business. It is a transformative acquisition consistent with the company strategy of being Australia's leading trustee, offering great opportunities for all employees across the newly integrated business.
We are committed to providing a flexible, rewarding workplace and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.
- This vacancy is managed directly by the Equity Trustees' HR team. We will contact our preferred agency partners should we require additional support. Thank you_.
**#LI-Hybrid
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