New Estates Administrator

3 days ago

Footscray, Australia State Trustees Limited Full time

**Footscray location, with blended working from home/office arrangement**:

- **Assist in onboarding our new clients**:

- **Applications close 11 March**

**About State Trustees**

We are the public trustee of Victoria with a strategic vision to support Victorians in protecting and growing their legacy and financial wellbeing. With a sense of community, we offer critical financial and legal products and services including Will Writing, Powers of Attorney, Executor Services, Trustee Services and Personal Financial Administration.

**About the Role**

As an experienced administrator, you will provide daily administrative support to the New Business Consultants to help ensure leads are actioned in a timely manner and the administrative tasks within the on-boarding of new clients are completed.**

**Duties**
- Prepare correspondence for clients, internal consultants, service providers and other business professionals
- Sort and distribute mail, faxes and other correspondence daily including forwarding of client correspondence to the appropriate team members
- Co-ordinate all required information for new allocations including will files
- Sets up new client files and distributes to relevant client services areas
- Attend to telephone enquiries and records telephone messages for the team

**Skills & Experience**
- Relevant administration and customer service experience
- Ability to prepare commercial standard correspondence
- Sound communication skills (written and spoken)
- Computer literacy including basic skill level with Microsoft Excel

**Employee Benefits**

We offer a range of employee benefits including:

- Career development
- Health and well-being programs
- Flexible working conditions
- Education assistance
- Purchased leave
- Employee assistance program
- Reward and recognition program
- Free Will preparation
- Retailer discounts
- Charitable workplace giving
- Employee social club**

**How to Apply**
- We recognise the power of diversity and creating an environment where all our people feel they belong and reflect the communities in which we live, work and serve. We care about recruiting the best people, regardless of gender identity, age, ability, sexual orientation or cultural background. If you think you can do the job and would be a great fit for our team, we'd love to hear from you._

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