• Footscray, Bendigo or Dandenong location, with blended working from home/office/on-the-road arrangement
• Salary circa $70k + super & employee benefits
• Applications close 12 May 2024

About Us

We proudly serve as the public trustee of Victoria, driven by a strategic vision aimed at supporting Victorians in safeguarding and enhancing their legacies and financial well-being. Grounded in a strong sense of community, we provide essential financial and legal products and services, including Will Writing, Powers of Attorney, Executor Services, Trustee Services, and Personal Financial Administration. For more information, please visit www.statetrustees.com.au

About the Role

We present a fulfilling opportunity for individuals with backgrounds in deceased estates and/or customer service to oversee a portfolio of deceased estates. This responsibility encompasses managing estates from the moment State Trustees accepts them to the distribution of assets to beneficiaries.

In this role, you will engage regularly with estate beneficiaries and/or their representatives to administer estates within a legislative framework. Your duties include:

• Delivering exemplary customer service verbally and in writing to ensure the efficient administration of estates, adopting a proactive "pick-up the phone" service delivery approach.
• Crafting clear and concise correspondence.
• Authorising payments and meticulously monitoring transaction records.
• Overseeing the distribution of estate assets in accordance with the Will and/or relevant legislation.
• Championing processes with a continuous improvement mindset.

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 with beneficiaries
• 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 recognise the power of diversity and creating an environment where all our people feel they belong and reflect the communities in which we live, work and serve. We care about recruiting the best people, regardless of gender identity, age, ability, sexual orientation or cultural background. If you think you can do the job and would be a great fit for our team, we'd love to hear from you.