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Estate Manager

3 months ago

Adelaide, Australia Equity Trustees Full time

Are you ready to make a meaningful impact by guiding families through one of life’s most challenging times? We’re seeking an Estate Manager to join our team at Equity Trustees. In this pivotal role, reporting to the Regional Manager, you’ll be responsible for delivering comprehensive estate administration services and managing a diverse portfolio of deceased estates. Your expertise will ensure compliance with all relevant legislative and regulatory requirements while fostering strong, empathetic relationships with all stakeholders involved.

We welcome applications from professionals across related fields such as law, accounting, paralegal work, financial planning, financial services, and paraplanning. We are looking for candidates who bring a measured approach, combined with the ability to build lasting relationships with a diverse clientele.

About The Role:

  • Managing a portfolio of distributable estates
  • Communicating and liaising with estate beneficiaries and both internal and external stakeholders
  • Ensuring the process for obtaining probate and distributing estates is carried out as per the will and as required by legislation in the relevant state
  • Working collaboratively with other estate administration team members, administrative support staff
  • Contributing to the review of standard estate letters, estate processes and procedures and being actively involved in finalising relevant documents
  • Monitoring account transactions' accuracy and timely processing and attending to estate administrative tasks within required time frames.

What You'll Need To Succeed:

  • Proven experience in financial services with a strong background in relationship management.
  • Expertise in law, accounting, paralegal work, financial planning, or paraplanning is highly regarded.
  • Familiarity with navigating highly regulated environments.
  • Strong empathy, sound judgment, and effective problem-solving abilities.
  • High levels of resilience and emotional intelligence.
  • Previous experience in a similar role will be highly valued.
  • A tertiary qualification in finance, law, or a related field is highly desirable.

What We Can Offer You

  • A warm, open and supportive culture in a vibrant and collaborative team
  • An attractive remuneration package, including reward and recognition programs
  • An employee wellness program, including discounted health insurance and an employee assistance program
  • A workplace volunteering and giving program to enable you to help others in the community
  • Discounted tax and estate planning services
  • Great central CBD location, modern office fit-out and end of trip facilities

About Us - Trusted Since 1888

Equity Trustees was established in 1888 and are now one of Australia’s largest specialist trustee companies. We help our clients grow, manage, and protect their wealth now and for generations. As a trustee company, it is our responsibility to always act in our client’s best interests, ensuring they feel safe, valued, and cared for.

Equity Trustees acquired Australian Executor Trustees in late 2022, significantly expanding the Trustee & Wealth Services part of the business. It is a transformative acquisition consistent with the company strategy of being Australia’s leading trustee, offering great opportunities for all employees across the newly integrated business.

We are committed to providing a flexible, rewarding workplace and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

This vacancy is managed directly by the Equity Trustees’ HR team. We will contact our preferred agency partners should we require additional support. Thank you.