Job Function: Administration / Secretarial Work Type: Ongoing - full time About this role Footscray location with flexible hybrid working arrangement Salary circa $70k plus super 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.
About the Role
Internally known as a New Estates Consultant, you will play a key role in creating a unique client experience by engaging in quality conversations with the public.
You will use quality questioning skills to obtain vital and critical information required to administer estates in the best interest of the client.
Duties
Seek information from callers & other parties (Police, Funeral Directors, Coroners, Legal Professionals, Social Workers and others in related fields) about the deceased's personal, financial and legal affairs Conduct follow-ups and research to locate family members, ancestral history, or asset documents and analyze findings for estate acceptance Communicate information to callers regarding State Trustees' products and services Provide a high level of customer service, 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 provide high quality updates and ensure this is understood Identify & action new business opportunities to promote products and services Ability to prioritize 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 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 Knowledge of deceased estate administration and Wills will be highly regarded Employee Benefits
One-off work-from-home set up payment Health and well-being programs Employee assistance program Reward and recognition program Free Will preparation 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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