
Trust Estate Administrator
2 weeks ago
Trust Specialist Role
Manage deceased estates, trusts, powers of attorney, and financial administration appointments with professionalism and integrity.
Key Responsibilities:
- Expertly manage a book of estate, trust, power of attorney, and personal injury customers in compliance with legislative frameworks.
- Provide exceptional customer service and support through proactive communication and problem-solving approaches.
- Successfully manage workload and service milestones to achieve timely and quality outcomes for clients.
- Identify opportunities for process improvement and deliver enhanced customer experiences.
About the Ideal Candidate
We seek an individual who can adapt quickly, possessing experience in trustee, legal, or financial services in a customer-facing role. The successful candidate will have excellent interpersonal and communication skills, as well as the ability to prioritize tasks and demonstrate initiative and problem-solving abilities.
Our Organization
Our organization values collaboration, innovation, and customer-centricity, and we are passionate about delivering exceptional trustee services.
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