Organisation : State Trustees Limited
Location : Melbourne (Footscray, Dandenong or Bendigo)
Work type : Full-time
Sector : Government
Salary type : Annual Package
Application closing date : 5 Dec, 2022
About the organisation
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.
We are significantly increasing the size of our client services teams, which means we have additional roles available to help us serve even more members of the Victorian community. For more information about State Trustees visit www.statetrustees.com.au
About the role
About the Role
Internally known as an Estate Consultant, you will be a part of our experienced and passionate team. You will apply your strong customer service experience to case manage a portfolio of deceased estates.
Whilst demonstrating empathy during a difficult time, you will apply your communication and problem-solving skills whilst regularly engaging with estate beneficiaries and/or their representatives to manage the estate within set procedural requirements. This includes:
- Liaise with stakeholders verbally and in writing to ensure the efficient administration of an estate. A “pick-up the phone” service delivery approach is a must
- Prepare quality correspondence that is easy to understand
- Authorise payments and monitor transaction records
- Distribution of estate assets in accordance with the Will and/or relevant legislation
- Challenge processes with a continuous improvement mind-set
Who we’re looking for?
- Bring your whole self to work, enjoy the hustle and getting things done
- Give things a go, learn and course-correct
- Embrace the spirit of change, initiative and innovation
- Superstar team player with an outcomes-focus and customer-centric lens
Skills & Experience
To be successful you will need to demonstrate:
- Excellent customer service skills, including the ability to deal sensitively with distressed or emotionally sensitive callers
- Experience preparing correspondence
- Ability to prioritise work and manage work within service levels
- Proactive communication skills
- Ability to synthesise diverse points of view and recognise solutions
- Competent financial literacy
- Basic computer skills including use of Microsoft Office
- Experience in case managing a portfolio of claims (desirable)
- Deceased estate administration experience or similar role (desirable)
Employee Benefits
We offer a range of employee benefits including:
- Career development
- Flexible working conditions
- Free Will preparation
- Health and well-being programs
- Education assistance
- Purchased leave
- Employee assistance program
- Reward and recognition program
- Retailer discounts
- Charitable workplace giving
- Employee social club
Our Culture
For our clients, our people and the Victorian community, we demonstrate Care, Unity, Passion – we are here, we work together, and we bring our best.
How to apply
Applications not allowed for this job listing.
Please quote in application: Deceased Estate Administrator via Pro Bono Australia.
Sector: #Government
