Description:
- $35 per hour + Super | 9am-5pm Monday to Friday
- NSW State Government | Newcastle Location
- 29th April Start | Estimated 4-month assignment, with a potential to extend
- $35 per hour + Super | 9am-5pm Monday to Friday
- NSW State Government | Newcastle Location
- 29th April Start | Estimated 4-month assignment, with a potential to extend
About the Company
Our large NSW State Government client protects, promotes and supports the rights, dignity, choices and wishes of the vulnerable people of NSW. They do this by providing multidisciplinary services including Will-making, estate planning, executorship, trustee, financial management and guardianship services.
About the Role
They are currently seeking multiple experienced Client Service Officers to join their team in Newcastle. This is an estimated 4month temporary assignment, with a potential to extend. You will be required to work 9am-5pm Monday to Friday with a 1hour lunch break.
Working within the Estate Planning & Administration team, you will provide high quality consistent and timely Trust and long-term Estate management services to vulnerable clients. You will be required to manage a busy caseload of roughly 40-50 Trusts/Estates at various administration stages, managing competing priorities whilst generating favourable customer outcomes.
Responsibilities
- Manage a busy caseload of complex and critical estates
- Proactively manage and maintain systems, files and records
- Develop strategies and make substitute decisions to manage customer finances including medium to long term planning
- Build rapport and consult with the customer to understand their financial needs and existing arrangements
- Deliver high quality, professional and empathetic customer service
- Actively listen to the concerns and enquiries of customers
- Facilitate the resolution of complaints and issues, escalate as required
- Work closely with the Estate Management & Administration and Public Guardian divisions to achieve quality customer outcomes
- Discuss progress with Senior Client Service Officer
- Complete financial administrative duties
- Records and database management, ensuring high integrity, accuracy and confidentiality
- Ensure compliance with best practice and legislative requirements
About You
- Professional, resilient and empathetic interpersonal skills
- Impeccable communication skills, both verbal and written
- Strong computer literacy and proficiency with MS office suite
- Superior organisational skills with the ability to prioritise and multi-task competing deadlines/timeframes.
- High attention to detail
- Solid analytical, investigative and problem solving skills
- Trust and Estate management experience advantageous, alternatively case management or client services experience
Requirements
- Demonstrated Legal or Finance Sector experience essential
- Previous experience within a complex/sensitive environment
- Willingness to complete a National Police Check
- Ability to commence and commit to the duration of the assignment
How to Apply
Applications will be reviewed within 48 hours of the job posting. Please apply by submitting your resume (in Word format) via the “Apply Now” tab to be considered for the role. Only suitable applicants will be contacted .
For other similar roles currently available, please go to our jobs page https://www.alexanderappointments.com.au/job-results
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5 Apr 2024;
from:
uworkin.com