Estate Administrator

4 days ago

Adelaide, South Australia beBeeAdministration Full time $85,790 - $95,713
About the Role

We are seeking an experienced professional to fill a challenging Estate Administration position. This role will involve providing a high level of administrative support to individual customers with complex deceased, trusts or protected and power of attorney estates.

The successful candidate will have excellent analytical and problem-solving skills, as well as strong communication and interpersonal skills.

Key Responsibilities
  • Ensuring that beneficiaries' and customers' needs are satisfied within the provisions of relevant Acts and office procedures.
  • Assisting with the mentoring and coaching of lower classified officers.
  • Ensuring the effective management, planning, organisation and administration of complex estates and trusts under the officer's control.
  • Preparing accurate financial statements.
  • Conducting regular risk assessment of estate assets/funds.
  • Arranging for the sale or transfer of assets and arranging for the purchase of assets at an appropriate price.
  • Keeping accurate and complete records of business activities and complying with relevant legislation.
Requirements
  • Proven ability to determine priorities, cope with high volumes of work, plan and organise workloads, set targets, meet deadlines and achieve high standard results.
  • Proven ability to exercise sound judgement in decision making and to act with tact, discretion and empathy when dealing with all persons.
  • Proven ability to analyse, research and solve problems and effectively manage conflict situations.
  • High level of competence with numerical calculations and preparation of financial statements.
  • Experience in either the administration of complex estates, or financial accounting and reporting of a complex nature.
  • Proven ability to communicate with a wide range of people, verbally and in writing, including interviewing and the preparation of reports on behalf of senior management.
  • A sound understanding of relevant legislation, including the Public Trustee Act and the Administration and Probate Act.
  • Knowledge of the principles and practice of workplace health and safety and equal opportunity.
What We Offer
  • A prime location with modern offices.
  • Flexible working arrangements that recognise the importance of work-life balance.
  • An impactful role where you contribute to continuous improvement efforts and deliver outstanding project outcomes.
  • A collaborative and hard-working team motivated to provide excellent customer service.

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