Estate Consultant

Job Details
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Department: State Trustees Limited
Work Type: Fixed term - full time
Job Function: Asset Management and Planning
Classification: STL 4
Work Location: Melbourne - Southern Metro
Reference: VG/TS/1750256E
Closing Date: 02-Oct-2023
Salary Range: $69,324.00 - $83,205.00
Job Duration: Until 20 Sept 2024
Attachments: Estate Consultant Position Description.pdf (PDF, 212KB)
Job Specification

Contact: Talent Acquisitions Team

Position Details

  • Dandenong location, with blended working from home/office/on-the-road arrangement
  • Salary circa $78k + super & employee benefits
  • Fixed term contract, until 20 September 2024
  • Applications close 2 October

About the Role

We have a rewarding opportunity for an individual with a deceased estates, case management or customer service background to manage a portfolio of deceased estates. This includes from the time State Trustees accepts the estate to the distribution of assets to beneficiaries.

In this role you will engage regularly with estate beneficiaries and/or their representatives to manage the estate within a legislative framework.  This includes:

  • Providing a high level of customer service to our clients and other stakeholders as the primary point of contact, both verbally and in writing, to ensure the efficient administration of an estate.  A pick-up the phone service delivery approach is a must to improve the quality of the update and ensure this is understood
  • Authorising payment, identifying and recording liabilities
  • Distribution of estate assets in accordance with the Will and/or relevant legislation
  • Challenging processes with a continuous improvement mind-set

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 in case managing a portfolio of claims Experience preparing correspondence
  • Ability to prioritise work and manage work within service levels
  • Proactive communication with beneficiaries/clients
  • Ability to synthesise diverse points of view and recognise solutions
  • Competent financial literacy
  • Basic computer skills including use of Microsoft Office
  • 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.

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.

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