Bequest & Estate Administrator (Part-Time)

Guide Dogs NSW/ACT; St Leonards; On-site; AUD 30,000 - 42,000; Part time

Benefits offered by this job

Salary packaging

Employee Assistance Program

Me Days

Paid parental leave

Personal leave

Additional leave

Employee benefits

Professional development

Job summary

Guide Dogs NSW/ACT is seeking an Estates Administrator for the Marketing and Philanthropy team. This permanent part-time role (21 hours per week) can be spread across three days or flexibly across four or five days, focusing on estate notifications and pecuniary gifts from notification through to payment.

You will prepare correspondence and legal documents, liaise with solicitors, maintain confidential records, and support income forecasting and reporting for the Annual Report.

Qualifications

• Experience in business administration or a related field.
• Strong interpersonal and communication skills with internal and external stakeholders.
• Excellent organisation skills, flexibility and the ability to prioritise competing tasks.
• Sound judgement, tact and a strong commitment to confidentiality.
• High accuracy and attention to detail.
• Capacity to meet the physical demands and inherent requirements of the role.

Responsibilities

• Enter and maintain estate notifications accurately in relevant systems.
• Process and receipt bequest payments, including cheque, EFT and shares, in line with Finance procedures.
• Administer pecuniary gifts from notification through to receipt of payment.
• Prepare standard correspondence, legal documents and forms.
• Obtain information and documents from solicitors and executors, including Grants of Probate.
• Maintain complete, accurate and confidential estate records and audit trails.
• Keep internal stakeholders informed about estate income, progress and expected payment timing.
• Maintain estate and bequest information to support income forecasting.
• Prepare the bequestor recognition list for the Annual Report and digital wall display.

Skills

Interpersonal communication

Organisational skills

Confidentiality

Attention to detail

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

CRM systems

Tools

Microsoft Word

Microsoft Excel

PowerPoint

CRM systems

Job description

Guide Dogs NSW/ACT is seeking an Estates Administrator for the Marketing and Philanthropy team. This permanent part-time role (21 hours per week) can be spread across three days or flexibly across four or five days, focusing on estate notifications and pecuniary gifts from notification through to payment.

You will prepare correspondence and legal documents, liaise with solicitors, maintain confidential records, and support income forecasting and reporting for the Annual Report.