Estate Manager, Perth

Published 2023-05-27
Expires 2023-06-27
ID #1593249499
Estate Manager, Perth
Australia, Western Australia, Perth,
Published May 27, 2023

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Estate manager

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Reporting to the Regional Manager, the Estate Manager provides estate administration services and manages several deceased estate matters, ensuring compliance with relevant legislative and regulatory requirements. Your day-to-day will consist of Managing a portfolio of distributable estates Communicating and liaising with estate beneficiaries and both internal and external stakeholders Ensuring the process for obtaining probate and distributing estates is carried out as per the will and as required by legislation in the relevant state Working collaboratively with other estate administration team members, administrative support staff Contributing to the review of standard estate letters, estate processes and procedures and being actively involved in finalising relevant documents Monitoring account transactions' accuracy and timely processing and attending to estate administrative tasks within required time frames. You are very organised, self-driven and have a 'can-do' attitude. You have excellent written and verbal communication skills and high attention to detail. In addition, you enjoy working as part of a team and have a high level of resilience and emotional intelligence. You are efficient, enjoy improving processes, and your computer skills are exceptional. Most importantly, you enjoy building client relationships by providing a quality service. Previous experience working in a similar role and a tertiary qualification in finance, law, or a related field will be highly regarded. About us - Trusted since 1888 Equity Trustees was established in 1888 and are now one of Australia's largest specialist trustee companies.  We help our clients grow, manage, and protect their wealth now and for generations.  As a trustee company, it is our responsibility to always act in our client's best interests, ensuring they feel safe, valued, and cared for. Equity Trustees acquired Australian Executor Trustees in late 2022, significantly expanding the Trustee & Wealth Services part of the business.  It is a transformative acquisition consistent with the company strategy of being Australia's leading trustee, offering great opportunities for all employees across the newly integrated business. We are committed to providing a flexible, rewarding workplace and supportive of individual development.  Just as you will help us grow our business, we will help you grow in your career. This vacancy is managed directly by the Equity Trustees' HR team.  We will contact our preferred agency partners should we require additional support.  Thank you.

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    Private person
    Registered on 7. Oct 2017

    Employer's info

    Registered on October 7, 2017

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