Estate Administrator

1 week ago

Adelaide, South Australia beBeeEstate Full time $76,061 - $80,000
Job Title:

Personal Estates Officer

">About the Opportunity

This role involves providing administrative support to clients managing protected award and power of attorney estates. The successful candidate will work closely with clients to ensure effective planning and administration of personal estates.

Key Responsibilities
  • Plan and administer personal estates by providing high-quality customer service and making decisions within delegated authority.
  • Advise and negotiate with clients and their representatives on estate administration, developing tailored communication and risk strategies.
  • Build strong relationships with government agencies, health and welfare providers, professionals, accountants, solicitors, and real estate agents.
  • Review financial statements for accuracy, manage budgets and investments, verify tax liabilities, and ensure compliance with all obligations.
  • Attend court hearings, manage conflicts, conduct legal issue investigations, and refer to a senior lawyer when necessary.
  • Achieve realistic sale prices for estate assets, manage the sale or purchase of vehicles and properties, and ensure proper insurance coverage while obtaining optimal returns on investments.
Requirements
  • Strong verbal negotiation skills, with the ability to communicate confidently and persuasively.
  • Ability to handle conflict situations with discretion, negotiating successful outcomes.
  • Proven ability to exercise sound judgment and act with empathy when dealing with estate-related parties.
  • Capability to work independently with minimal supervision while being meticulous and thorough.
  • High level of competence in numerical calculations and preparation of financial statements.
About Us

We are a leading provider of trust services in South Australia, offering a range of services to individuals and families. Our team is dedicated to providing expert advice and support to help our clients achieve their goals.

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