• Footscray, Dandenong or Bendigo office, with blended work from home/office arrangement
• 1 x part time, permanent role – 45 hours p/f
• 1 x part time, 12-month fixed term role – 45 hours p/f
• Salary circa $52k + Super + Great Employee Benefits
• Applications close 7 July 2022

About State Trustees

We provide 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.

For more information about how State Trustees assists Victorians please visit our website www.statetrustees.com.au.

About the Role

The Deceased Estate Administration Officer provides day to day administrative support to the Deceased Estates teams to help ensure clients' and beneficiaries' affairs are managed within required legislative requirements and service standards.

Duties

• Prepare high quality correspondence
• Conducts outbound calls and receives inbound calls as required to support the business
• Assist in completion of tasks for initialisation of Deceased Estate files
• Administration of inactive Deceased Estate files
• Closure of small balance Estates including transfer of funds
• Data entry and filing
• Process payments

Role Requirements

• Relevant administration and customer service experience
• Ability to prepare commercial standard correspondence
• Sound communication skills (written and verbal)
• Demonstrated ability to prepare commercial standard correspondence, reports and recommendations
• Excellent time management and organisational skills
• Efficient in the Microsoft suite including a basic skill level with Microsoft Excel

A certificate in Business/Office Administration or associated business discipline will be highly regarded.

Employee Benefits

Our people's wellbeing is important, and we are proud to offer the following benefits:

• 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

Most importantly, you will be part of an organisation that works collaboratively to improve the lives of Victorians.

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

Click the Apply button to commence the application process. Please include a cover letter and resume.

Employment at State Trustees is conditional upon satisfactory Criminal History Check and Anti Money Laundering Check.

State Trustees is an Equal Employment Opportunity employer committed to fairness, diversity and respect. As such, State Trustees will respond to requests for reasonable adjustments from applicants with disabilities.

State Trustees strongly encourages applications from Aboriginal and Torres Strait Islander people.