Estates Administrator

6 days ago

Sydney, New South Wales, Australia beBeeEstate Full time $79,032 - $86,539

Client Service Officer: Estate Administration

As a Client Service Officer in our Estate Planning and Administration division, you will play a vital role in delivering high-quality services to our customers. Your primary responsibility will be to manage a caseload of estate administration matters, ensuring timely and efficient delivery of results.

Key responsibilities include:

  • Managing a caseload of 40 to 70 estate administration matters, prioritizing tasks and meeting deadlines.
  • Providing exceptional customer service, responding promptly to customer inquiries and concerns.
  • Collaborating closely with internal stakeholders across various divisions to achieve quality outcomes.
  • Escalating complex cases and significant complaints to the Senior or Principal Client Service Officer as needed.
  • Proactively managing and progressing estate matters from initiation through to finalization, maintaining accurate records and upholding compliance standards.

To succeed in this role, you will require strong financial acumen, initiative, and problem-solving skills, coupled with excellent interpersonal, customer service, communication, and collaboration skills. You must also possess a demonstrated ability to prioritize work and meet deadlines, and be willing to acquire knowledge of relevant legislation and industry practices.

Requirements:

  • Strong financial acumen and problem-solving skills.
  • Excellent interpersonal, customer service, communication, and collaboration skills.
  • Ability to prioritize work and meet deadlines.
  • Willingness to acquire knowledge of relevant legislation and industry practices.

Benefits:

  • Flexible working arrangements, including flexible hours, job sharing, and remote work options.
  • Access to professional development opportunities, including study leave and acting opportunities.
  • A range of leave options, including recreation leave, parental leave, and flex leave.

What We Offer:

We offer a dynamic and supportive work environment that fosters growth and development. Our team is committed to delivering exceptional customer service and making a positive impact in the lives of our customers. If you are a motivated and customer-focused individual who is passionate about providing high-quality services, we encourage you to apply for this exciting opportunity.

  • Estate Administrator

    1 week ago

    Sydney, New South Wales, Australia beBeeAdministration Full time $84,659 - $92,301

    Delivering Excellence in Estate AdministrationThe role of a Client Service Officer within the Estate Planning & Administration division is to provide high-quality administration of deceased estates.This involves interpreting wills and other legal documents, facilitating communication with financial institutions, processing claims, and distributing estate...

  • Wills And Estates Plt Position

    4 weeks ago

    Sydney, New South Wales, Australia National Probate And Estates Group Full time

    Join to apply for the Wills and estates PLT position role at National Probate and Estates Group2 days ago Be among the first 25 applicantsBased in the heart of Sydney's CBD, the National Probate and Estates Group is a wills & estates law firm offering will-drafting, estate administration, and estate litigation services across all Australian States and...

  • Wills And Estates Plt Position

    1 week ago

    Sydney, New South Wales, Australia National Probate And Estates Group Full time

    Join to apply for theWills and estates PLT positionrole atNational Probate and Estates Group2 days ago Be among the first 25 applicantsBased in the heart of Sydney's CBD, the National Probate and Estates Group is a wills & estates law firm offering will-drafting, estate administration, and estate litigation services across all Australian States and...

  • Estate Administrator

    1 week ago

    Sydney, New South Wales, Australia beBeeEstateAdministrator Full time $60,000 - $78,000

    Job Title: Estate AdministratorAre you a detail-oriented and organized individual with excellent communication skills?We are seeking a highly motivated Estate Administrator to join our team in Parramatta.Job DescriptionThe successful candidate will be responsible for administering up to 70 Estates at various stages of the administration process. This will...

  • Wills and estates PLT position

    3 weeks ago

    Sydney, New South Wales, Australia National Probate and Estates Group Full time

    Join to apply for the Wills and estates PLT position role at National Probate and Estates Group2 days ago Be among the first 25 applicantsBased in the heart of Sydney's CBD, the National Probate and Estates Group is a wills & estates law firm offering will-drafting, estate administration, and estate litigation services across all Australian States and...

  • Estate Administration Specialist

    7 days ago

    Sydney, New South Wales, Australia beBeeCustomerService Full time $29,984 - $75,520

    Deceased Estates AdministratorWe are seeking a skilled and compassionate Deceased Estates Administrator to join our team.The successful candidate will be responsible for managing a caseload of deceased estates, providing exceptional customer service, and ensuring timely and efficient administration of assets.Key Responsibilities:Administer a caseload of...

  • Real Estate Administrator

    7 days ago

    Sydney, New South Wales, Australia Ic Realty Full time

    Real Estate Administrator**Do you thrive in a fast-paced environment and enjoy providing exceptional support? Are you detail-oriented and have a knack for organization? If so, we want you on our team****[Company Name]**, a dynamic real estate agency in [City, State], is seeking a highly motivated Real Estate Administrator to join our growing team. In this...

  • Corporate Estate Administrator

    1 week ago

    Sydney, New South Wales, Australia beBeeEstateAdministration Full time $45,000 - $75,000

    Delivering Estate Administration Services">We are seeking an experienced professional to deliver high-quality, consistent and timely administration of estates. ">About the Role

  • Estate Administration Specialist

    1 week ago

    Sydney, New South Wales, Australia beBeeAdministration Full time $79,032 - $86,439

    About the RoleThis is an exciting opportunity to join a team that delivers high-quality administration of deceased estates. As a Client Service Officer, you will be responsible for managing a caseload of estates at various stages of administration.Your key responsibilities will include:Interpreting wills and other legal documentsCommunicating with...

  • Estate Planning and Administration Specialist

    1 week ago

    Sydney, New South Wales, Australia beBeeEstate Full time $120,000 - $180,000

    Job Opportunity: Wills & Estates SpecialistWe are seeking a skilled Wills and Estates Lawyer to join our organization.Create and lead a new division focusing on estate planning, probate, and estate administration with full support and autonomy.Enjoy a flexible work arrangement: choose remote, hybrid, or office-based in Sydney CBD.The ideal candidate will be...