Back to job search
Client Service Officer
The Client Service Officer is part of the Administration team collectively responsible for delivering high quality, consistent and timely administration of Deceased Estates.
About the role:
This role is based in person at the Parramatta office.
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.
Key responsibilities will include:
The successful candidate:
What's on offer?
• Opportunity for hybrid role.
• Work life balance with flexible working hours.
• Ongoing professional development with regular structured training and development programs.
• Mentorship and coaching by team leaders.
This contract is available for an initial 3-month term with likely extensions.
Located in Paramatta.
How to Apply
Please upload your resume to apply. We will be in touch with further instructions for suitably skilled candidates. Please note that you will be required to complete selection criteria to complete your application for this role.
Call George Wright on 0480 011 549 or email georgew@whizdom.com.au for any further information. Applications close 18/09/2024 @ 5pm
Candidates will need to be willing to undergo pre-employment screening checks which may include, ID and work rights, security clearance verification and any other client requested checks.
Client Service Officer
| Job title : | Client Service Officer |
| Contract type : | Contract |
| Location : | Parramatta |
| Sectors : | |
| Salary : | $35 Per Hour + Super |
| Start date : | 2024-09-16 |
| Duration : | 3 Months |
| Job Reference : | V-45719 |
| Contact name : | George Wright |
| Contact email : | georgew@whizdom.com.au |
| Job published : | 3 months ago |
The Client Service Officer is part of the Administration team collectively responsible for delivering high quality, consistent and timely administration of Deceased Estates.
About the role:
This role is based in person at the Parramatta office.
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.
Key responsibilities will include:
- 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.
The successful candidate:
- Will ideally possess strong financial acumen,
- Initiative, and problem-solving skills,
- Demonstrated ability to plan and prioritise work and meet deadlines
- Excellent interpersonal, customer service and communication skills.
What's on offer?
• Opportunity for hybrid role.
• Work life balance with flexible working hours.
• Ongoing professional development with regular structured training and development programs.
• Mentorship and coaching by team leaders.
This contract is available for an initial 3-month term with likely extensions.
Located in Paramatta.
How to Apply
Please upload your resume to apply. We will be in touch with further instructions for suitably skilled candidates. Please note that you will be required to complete selection criteria to complete your application for this role.
Call George Wright on 0480 011 549 or email georgew@whizdom.com.au for any further information. Applications close 18/09/2024 @ 5pm
Candidates will need to be willing to undergo pre-employment screening checks which may include, ID and work rights, security clearance verification and any other client requested checks.
Job has Expired