Estates Administrator

Guide Dogs Victoria; Melbourne; Presencial; AUD 35 000 - 55 000; Tempo parcial

Resumo da oferta

Guide Dogs Victoria is seeking an organised estate administrator to manage cases from notification to finalisation, ensuring accurate records and proper documentation throughout.

You will liaise with executors, solicitors and trustees, handling sensitive information with discretion while juggling estates at different stages.

Qualificações

• Experience in estate administration or trustee services.
• Proven ability to handle deceased estate matters and related documents.
• Experience with database, CRM or case management systems.
• Not-for-profit sector experience or charitable bequests is a plus.
• Strong understanding of estate administration processes.
• Excellent organisational skills and attention to detail.
• Ability to manage a portfolio of estates at different stages.
• Ability to interpret wills, probate documents and estate accounts.
• Strong written and verbal communication.
• Sound numerical skills and ability to reconcile estate finances.
• Ability to identify issues and escalate risks.
• Discretion with sensitive information.
• Stakeholder management with legal/professional reps.
• Ability to work independently and handle competing priorities.
• Commitment to continuous improvement.

Responsabilidades

• Manage estate matters from initial notification through to receipt and finalisation.
• Maintain accurate estate records and review estate documentation.
• Monitor progress of estates and liaise with executors, solicitors, trustees and relevant parties.

Conhecimentos

Estate administration

Legal documentation

Trustee services

Not-for-profit sector experience

Stakeholder management

Attention to detail

Discretion/confidentiality

Portfolio management

Communication skills

Numerical skills

Ferramentas

CRM systems

Database knowledge

Case management software

Descrição da oferta de emprego

Guide Dogs Victoria | Kew | Part-Time | Permanent | On-Site

Help turn gifts in Wills into lasting impact

About Us

For nearly 70 years, Guide Dogs Victoria has been breaking down barriers so people can live life without limits. We place our clients at the centre of everything we do, ensuring their goals, preferences and lived experience shape every stage of the service journey.

Our highly trained dogs and specialist services support people living with low vision, blindness, disability, PTSD and other complex needs to build independence, capability, and confidence.

About the Role

You will manage estate matters from initial notification through to receipt and finalisation of Guide Dogs Victoria's entitlement, including maintaining accurate estate records, reviewing and coordinating estate documentation, monitoring the progress of estates and liaising with executors, solicitors, trustees and other relevant parties.

About You

You are highly organised, detail focused and comfortable managing sensitive legal and financial information. You can confidently manage multiple estate matters at different stages, communicate professionally with legal and other stakeholders, and know when an issue requires follow-up or escalation.

Key Skills & Experience you will bring:

• Demonstrated experience in estate administration, legal administration, trustee services or a closely related field.
• Experience managing deceased estate matters and associated legal and financial documentation.
• Experience using database, CRM or case management systems.
• Experience within the not-for-profit sector or administering charitable bequests would be highly regarded.
• Strong understanding of deceased estate administration processes.
• Excellent organisational skills and exceptional attention to detail.
• Ability to manage a portfolio of estates at different stages of administration and proactively progress outstanding matters.
• Ability to interpret Wills, probate documentation, estate accounts and other estate-related documentation.
• Strong written and verbal communication skills.
• Sound numerical skills and the ability to review and reconcile estate financial information.
• Ability to identify issues, discrepancies and potential risks and escalate them appropriately.
• High level of discretion and ability to manage sensitive and confidential information.
• Strong stakeholder management skills and confidence dealing with legal and professional representatives.
• Ability to manage competing priorities and work independently.
• Commitment to continuous improvement and service excellence.

Important

We are an equal opportunity employer committed to providing a work environment that embraces and values diversity, equity, inclusion and accessibility. We encourage applications from people of all backgrounds, including Aboriginal and Torres Strait Islander people, people with disabilities including low vision or blindness, people from CALD and LGBTQIA+ communities, and people of all ages.

We are committed to making reasonable workplace adjustments and supporting candidates through the recruitment and selection process. Please contact our team at**@guidedogsvictoria.com.auif you require any adjustments.

For further information please contact**@guidedogsvictoria.com.au.

We recognise and celebrate the diversity of our employees and volunteers and the benefits this brings to our organisation.

Our people enjoy an inclusive and culturally safe work environment free from all forms of discrimination.

Guide Dogs Victoria is a Child Safe organisation.