We are excited to offer you the opportunity to join our friendly team as an Estate Support Officer in our Estate Management team. This role provides high-quality administrative support to the national Estate Management team, helping to ensure the smooth and timely management of estates. You’ll be working closely with Estate Managers and Estate Administrators to streamline processes, enhance efficiency, and improve client satisfaction.
We’re looking for someone with strong administration skills, attention to detail, and a passion for delivering excellent client service. If you thrive in a team environment and enjoy supporting others to achieve great outcomes, this could be the perfect opportunity for you.
About the role:
- Prepare and issue beneficiary letters using proprietary systems (Salesforce, SharePoint, ELO).
- Arrange estate commencement tasks, including insurance instructions, funeral payments, mail redirections, and document certifications.
- Support probate applications and coordinate asset redemption requests.
- Assist with bank account reconciliations, property sales, and asset sales alongside Estate Administrators.
- Collaborate with internal teams and external stakeholders to improve efficiency and streamline processes.
What you need to succeed:
- Strong written and verbal communication skills.
- Excellent attention to detail and ability to follow internal documentation processes.
- Proven ability to work collaboratively with internal stakeholders.
- Intermediate computer skills, particularly in MS Office Suite.
- Strong administration skills and experience
What we can offer you:
- A warm, open and supportive culture
- An attractive remuneration package, including reward and recognition programs
- An employee wellness program, including discounted health insurance and an employee assistance program
- An individual learning and development budget to help you grow
- A workplace volunteering and giving program to enable you to help others in the community
- Group Salary Continuance insurance to protect you when you need it most
- Discounted tax and estate planning services
- Great central CBD location, modern offices, and end-of-trip facilities.
About us - Trusted since 1888
Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for generations to come. As a trustee company, it is our responsibility to always act in our clients' best interests, ensuring they feel safe, valued, and cared for.
We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.
Equity Trustees is 135 years strong - and growing. Apply now to be part of a successful contemporary trustee company!
Agencies please note that this vacancy is being managed directly by the Equity Trustees’ HR team. We will contact our preferred agency partners should we require additional support. Thank you.