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Wills and Estates Administrator

3 weeks ago

Townsville, Queensland, Australia Killik & Co Full time

Our Wills and Estates team is seeking a skilled Administrator to assist with the administration of estates, wills, and lasting powers of attorney (LPAs). As a key member of our team, you will be responsible for maintaining databases, sending communications, and making distributions. If you have previous administration experience and are interested in developing knowledge in estates and trusts administration, we encourage you to apply.

About the Role:

  • Assist with the administration of estates, wills, and lasting powers of attorney (LPAs)
  • Maintain databases and records
  • Send communications to beneficiaries and co-executors
  • Raise invoices and take fees
  • Monitor the shared mailbox for tasks and general queries
  • Making distributions to the beneficiaries
  • Liaising with other teams within the business on new business
  • Reconciliation of estate accounts
  • Preparing draft wills
  • Drafting LPAs
  • Creation of tax certificates
  • Liaising with the Tax team and providing them with information
  • Other administration of estates and wills as needed

Candidate Profile:

  • Previous administration experience
  • Strong interpersonal skills to handle sensitive family situations
  • Diligent and thorough individual who can work unsupervised
  • Able to prioritise work and be organised
  • Interest in developing knowledge in estates and trusts administration
  • Basic knowledge of wills and estates law, capital gains tax, inheritance tax and accounting principles advantageous