Client Services Officer

2 weeks ago


Parramatta, New South Wales, Australia Whizdom Recruitment Full time
About the Role

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
Requirements
  • 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
What's On Offer
  • 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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