Administrative Manager

1 week ago

Adelaide, South Australia beBeeEstateManagement Full time $67,589 - $72,333
Personal Estates Officer

We are seeking highly skilled and experienced candidates to join our team as Estate Services Officers.

  • Consult with and interview beneficiaries and clients while ensuring effective planning, organisation, and administration of estates and trusts.
  • Prepare accurate financial statements while contributing to the smooth operation of the office.
  • Provide preparation of wills and power of attorney documents in accordance with relevant standards, procedures, and legislation.
  • Coordinate the sale, transfer, and purchase of assets, including insurance cover and property inspections, while adhering to relevant legislation.
  • Regularly review trust investment portfolios and strategies while liaising with clients and arranging for the sale of small parcels investments.
Key Responsibilities
  • Ensure the effective planning, organisation, and administration of estates by interviewing and liaising with customer representatives.
  • Identify, record, and arrange for payment of customers' debts and accounts while ensuring the accuracy, integrity, and reliability of financial records.
  • Prepare accurate financial statements for reporting to and attending the Guardianship Board and other Court hearings as required.
  • Distribute the funds held in trust of estates of deceased customers in accordance with the customer's will or relevant legislation.
  • Review all estates on an annual basis by completing relevant documentation and complying with relevant Acts, Regulations, and Public Trustee delegations, policies, standards, and procedures.
Required Skills and Qualifications
  • Analytical skills and attention to detail.
  • Effective communication and interpersonal skills.
  • Strong organisational and time management skills.
  • A strong understanding of estate law and regulations.
  • The ability to work independently and as part of a team.
Benefits

This role offers a competitive salary and benefits package, including opportunities for professional development and growth.

Others

If you are a motivated and organised individual looking for a challenging and rewarding role, please apply now.

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