Deceased Estate Administrator

With a strong customer service focus, liaise with beneficiaries and family members to case manage a portfolio of deceased estates.
Job Details
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Department: State Trustees Limited
Work Type: Various
Job Function: Asset Management and Planning
Classification: STL 4
Work Location: Melbourne - Southern Metro
Reference: VG/TS/1654709EF
Closing Date: 05-Dec-2022
Salary Range: $67,965.00 - $81,573.00
Job Duration: N/A
Attachments: Estate Consultant Position Description.pdf (PDF, 194KB)
Job Specification

Contact: Talent Acquisition team

Position Details

  • Dandenong, Footscray or Bendigo location, with flexibility to work between your home and office
  • Permanent and fixed term contracts available
  • Applications close 5 December 2022

About Us

We're 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

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

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

We are 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.

We strongly encourage applications from Aboriginal and Torres Strait Islander people.

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