Job Function: Administration / SecretarialWork Type: Ongoing - full timeAbout this roleFootscray location with flexible hybrid working arrangementSalary circa $70k plus superAbout 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 affairsConduct follow-ups and research to locate family members, ancestral history, or asset documents and analyze findings for estate acceptanceCommunicate information to callers regarding State Trustees' products and servicesProvide 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 understoodIdentify & action new business opportunities to promote products and servicesAbility to prioritize work and manage work within service levelsChallenging processes with a continuous improvement mind-setSkills & Experience Excellent customer service skills, including the ability to deal sensitively with distressed or emotionally sensitive callersExperience in case managing a portfolio of casesProactive communication with stakeholders via phone and emailAbility to read, interpret, apply and explain relevant legislation, policies and proceduresSound analytical skills and computer literacyKnowledge of deceased estate administration and Wills will be highly regardedEmployee Benefits One-off work-from-home set up paymentHealth and well-being programsEmployee assistance programReward and recognition programFree Will preparationHow 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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