Client Service Officer

Accountant Jobs
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Client Service Officer

Accountant Jobs
2 views

Description

Position: Client Service Officer
Duration: 3 month assignment
Pay rate: $35 per hour plus superannuation
Location: Broken Hill, NSW

Overview
The Client Service Officer is part of the Estate Administration team collectively responsible for delivering high quality, consistent and timely administration of Deceased Estates.

Primary Purpose of the Position

The Client Service Officer 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 accountabilities/responsibilities

The role involves (but is not limited to) the following responsibilities:

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
Essential Criteria
Strong financial acumen, initiative and problem-solving skills
Demonstrated ability to plan and prioritise work to meet deadlines
Excellent interpersonal and customer service skills
When applying for this role, please include a Word version of your resume (not PDF). Please note that only Australian based applicants will be considered for this role.

By applying for this position, you give MBC Recruitment the Right to Represent you for the position of JP 738636 – Client Service Officer. Your details may be provided to the Client to progress your application.

Apply Now!
Job Code: 738636
Recruitment – Broken Hill, NSW
#recruitment
Additional information
Hybrid/Flexible Work Hours
Ongoing professional development
Competitive remuneration

Attributes

Company Name: MBC Recruitment

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    -31.9652, 141.4512

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