Deceased Estate Administration Officer

All vacancies of AustraliaBanking & Financial ServicesDeceased Estate Administration Officer

With a strong customer focus, you will administer a portfolio of standard deceased estates from the date we accept to file closure.

Summary about this job

Client Services

Company: State Trustees Ltd

Location: Melbourne

Work type: Full Time

Salary: n\a

Phone: +61-7-4412-9697

Fax: +61-7-3188-4434

E-mail: n\a

Site:

Detail information about job Deceased Estate Administration Officer. Terms and conditions vacancy

  • Based at our Dandenong office
  • Consult with beneficiaries, external service providers and internal teams
  • Work with professionals dedicated to protecting the legacy of Victorians
  • Based at our Dandenong Office
  • Applications close 22 July 2018

About the Company
State Trustees provides Victorians with financial and legal assistance during all stages of their life, including specialised services and products such as Will Writing, Powers of Attorney, Executor Services, Trustee Services, and Personal Financial Administration.

Watch our video on why we are a great organisation to work for and why you should consider joining State Trustees State Trustees - Our People (YouTube). For more information about how State Trustees assists Victorians please visit our website www.statetrustees.com.au

About the Role
With a focus on strong customer service, you will administer a portfolio of standard deceased estates with up to a value of $50,000 from the point at which State Trustees accepts the estate until the file is ready to be closed.

Working within a legislative framework, your responsibilities will include:

  • Preparing high quality correspondence and reports
  • Authorising payments and monitoring transaction records
  • Consulting with beneficiaries and external service providers to ensure the efficient administration of an estate
  • Proactively managing risks and distributing various assets

Role Requirements
To be successful you will need to demonstrate:

  • Experience in estate administration or similar administrative role
  • Ability to prepare commercial standard correspondence, reports and recommendations
  • Well-developed professional communication skills (written and spoken), including the ability to deal sensitively with distressed or emotionally sensitive callers
  • Ability to synthesise diverse points of view and recognise solutions
  • Competent financial literacy
  • Basic computer literacy including competent use of Microsoft Office and the ability to use multiple systems simultaneously

How to Apply
Click the Apply button to commence the application process. In your application, please include your resume and cover letter.

You are not required to address Key Selection Criteria and may skip this step in the application process.

Employees within redeployment (subject to suitability) will be given first priority if applying for this position.

You are encouraged to speak with your Team Leader/Manager prior to submitting your application.

State Trustees is an Equal Opportunity Employer and values Diversity.


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