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Estate Administration Specialist
2 months ago
- Manage a diverse portfolio of deceased estates, ensuring compliance with legislative and regulatory requirements.
- Communicate effectively with estate beneficiaries, internal stakeholders, and external parties.
- Coordinate the probate process, ensuring timely distribution of estates according to the will and relevant legislation.
- Collaborate with the estate administration team, administrative support staff, and other stakeholders to achieve shared goals.
- Contribute to the review and development of standard estate letters, processes, and procedures.
- Monitor account transactions, ensuring accuracy and timely processing, and attend to estate administrative tasks within required time frames.
- Proven experience in financial services, with a strong background in relationship management.
- Expertise in law, accounting, paralegal work, financial planning, or paraplanning is highly regarded.
- Familiarity with navigating highly regulated environments.
- Strong empathy, sound judgment, and effective problem-solving abilities.
- High levels of resilience and emotional intelligence.
- Previous experience in a similar role will be highly valued.
- A tertiary qualification in finance, law, or a related field is highly desirable.
Equity Trustees was established in 1888 and is 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.
What We Can Offer You- A warm, open, and supportive culture in a vibrant and collaborative team.
- An attractive remuneration package, including reward and recognition programs.
- An employee wellness program, including discounted health insurance and an employee assistance program.
- A workplace volunteering and giving program to enable you to help others in the community.
- Discounted tax and estate planning services.
- A great central CBD location, modern office fit-out, and end of trip facilities.
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.
Contact InformationThis vacancy is managed directly by the Equity Trustees' HR team. We will contact our preferred agency partners should we require additional support.
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