New Estates Consultant

vor 22 Stunden

Melbourne, Österreich State Trustees Ltd Vollzeit

Footscray location with hybrid working arrangement
Salary circa $70k plus super
Applications close 27 January 2025


About State Trustees
We are 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.
For more information about State Trustees please visit www.statetrustees.com.au

About the Role
As a New Estates Consultant, you will play a key role in 'onboarding' our new deceased estates.
To do this, you will demonstrate diligent care, respect and technical expertise to elicit the required information to enable the estate to be progressed timely.
Duties

Providing a high level of customer service, both verbally and in writing, to ensure the efficient onboarding of an estate.
A pick-up the phone service delivery approach is a must to provide high quality updates and ensure this is understood
Effectively manage a portfolio of estates with the primary objective of confirming eligible beneficiaries and confirming assets that will form part of the estate.
To do this, you will engage with family, friends and other parties to ascertain the deceased client's required personal, financial and legal affairs
Communicate information to callers regarding State Trustees' products and services to enable us to provide value based on client/beneficiary needs
Identify & action new business opportunities to promote products and services
Create, update and maintain client records, including progress reports, internal and external communications
Ability to prioritise work and manage work within service levels
Challenging processes with a continuous improvement mind-set


Skills & Experience

Excellent customer service skills, including the ability to deal sensitively with distressed or emotionally sensitive callers
Experience in case managing a portfolio of cases
Para-legal experience and knowledge of deceased estate administration and Wills (highly regarded)
Proactive communication with stakeholders via phone and email
Ability to read, interpret, apply and explain relevant legislation, policies and procedures
Sound analytical skills and computer literacy including competent use of Microsoft Office


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

Health and well-being programs
Flexible working conditions
Purchased leave
Reward and recognition program
Free Will preparation
Retailer discounts
Charitable workplace giving
Employee social club


How to Apply
Click the Apply button to commence the application process.
In your application, 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.

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