Client Service Officer |with Legal experience|

The Client Service Officer is part of the Estate Administration team collectively responsible for delivering high quality, consistent and timely administration of Deceased Estates.

The role directly administers between 40-70 Deceased Estates at various stages of the administration process and maintains regular, professional and empathetic communication with internal stakeholders, external stakeholders and beneficiaries.

Client Details

Reputed State Government

Description

. The role involves (but is not limited to) the following responsibilities:

Interpretation of Wills and other legal documents.
Collating and submitting applications to the courts.
Writing to banks, insurance agencies, financial institutions, and other government agencies.
Paying claims and preparing distributions of estate assets to beneficiaries.
Building and maintaining relationships with beneficiaries through regular communication and updates.
Working closely with taxation, legal and professional services, property teams and subject matter experts to achieve quality outcomes focused on customer needs.

In addition to the key capabilities, the Client Service Officer will ideally possess strong financial acumen, initiative, and problem-solving skills, demonstrated ability to plan and prioritise work and meet deadlines, and have excellent interpersonal, customer service and communication skills.

Profile

Experienced in below skills:

Interpretation of Wills and other legal documents.
Collating and submitting applications to the courts.
Writing to banks, insurance agencies, financial institutions, and other government agencies.
Paying claims and preparing distributions of estate assets to beneficiaries.
Building and maintaining relationships with beneficiaries through regular communication and updates.
Working closely with taxation, legal and professional services, property teams and subject matter experts to achieve quality outcomes focused on customer needs.
Job Offer

What we offer:

Opportunity for hybrid role, with the ability to work from home up to 2 days per week.
Work life balance with flexible working hours.
Ongoing professional development with regular structured training and development programs.
Mentorship and coaching by team leaders.
Competitive remuneration with the opportunity to progress for the right candidates.
Role: Client Service Officer
Pay rate: $35/hr+Super
Duration: 02/0+/2024 - 21/11/2024 (The end date can be adjusted to 3 months after the start date)
Location: Broken Hill NSW
Hours: 7 per day/21 hours per week. This is a part-time role (3 days/week), with the possibility to transition to a full time role subject to business requirements.