Client Services Officer
2 weeks ago
The Client Services Officer is a key member of our Administration team, responsible for delivering high-quality administration of Deceased Estates.
This role is based in our Parramatta office and involves direct administration of 40-70 Deceased Estates at various stages of the administration process.
You will maintain regular, professional, and empathetic communication with internal stakeholders, external stakeholders, and beneficiaries.
Key Responsibilities- Interpretation of Wills and other legal documents
- Collating and submitting applications to the courts
- Writing to banks, insurance agencies, financial institutions, and other government agencies
- Paying claims and preparing distributions of estate assets to beneficiaries
- Building and maintaining relationships with beneficiaries through regular communication and updates
- Working closely with taxation, legal, and professional services, property teams, and subject matter experts to achieve quality outcomes focused on customer needs
- Strong financial acumen
- Initiative and problem-solving skills
- Demonstrated ability to plan and prioritize work and meet deadlines
- Excellent interpersonal, customer service, and communication skills
- Opportunity for a hybrid role
- Work-life balance with flexible working hours
- Ongoing professional development with regular structured training and development programs
- Mentorship and coaching by team leaders
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Client Service Officer
2 weeks ago
Parramatta, New South Wales, Australia Future You Full timeClient Service OfficerFuture You is seeking an experienced Client Service Officer to join their team in Parramatta. As a key member of the Estate Administration team, you will be responsible for delivering high-quality administration of Deceased Estates.Key ResponsibilitiesInterpretation of Wills and other legal documents.Collating and submitting...
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Client Service Officer
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Parramatta, New South Wales, Australia Future You Full timeClient Service OfficerFuture You is seeking an experienced Client Service Officer to join our team in Parramatta. As a key member of our Estate Administration team, you will be responsible for delivering high-quality administration of Deceased Estates.Key ResponsibilitiesInterpretation of Wills and other legal documents to ensure accurate and timely...
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Client Service Officer
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