Client Onboarding Administrator - Melbourne, Australia - State Trustees Limited

State Trustees Limited

Verified Company

Melbourne, Australia

1 week ago

Posted by:

Olivia Brown

beBee Recruiter

Description

Location:
Melbourne | Western Metropolitan

Job type:
Full time

Organisation:
State Trustees Limited

Salary:
$53,152 - $60,915

Occupation:
Administration/Secretarial

Reference:
VG/TS/1731538E

-
Footscray location, with blended working from home/office arrangement:

Assist in onboarding our new clients:

-
Applications close 16 July 2023

About State Trustees

We are the public trustee of Victoria with a strategic vision to support Victorians in protecting and growing their legacy and financial wellbeing.

With a sense of community, we offer critical financial and legal products and services including Will Writing, Powers of Attorney, Executor Services, Trustee Services and Personal Financial Administration.

About the Role

As an experienced administrator, you will provide daily administrative support to the New Business Consultants to help ensure leads are actioned in a timely manner and the administrative tasks within the on-boarding of new clients are completed.

Duties

Prepare correspondence for clients, internal consultants, service providers and other business professionals
Sort and distribute mail, faxes and other correspondence daily including forwarding of client correspondence to the appropriate team members
Coordinate all required information for new allocations including will files
Sets up new client files and distributes to relevant client services areas
Attend to telephone enquiries and records telephone messages for the team

Skills & Experience

Relevant administration and customer service experience
Ability to prepare commercial standard correspondence
Sound communication skills (written and spoken)
Computer literacy including basic skill level with Microsoft Excel

Employee Benefits

We offer a range of employee benefits including:

Career development
Health and wellbeing programs
Flexible working conditions
Education assistance
Purchased leave
Employee assistance program
Reward and recognition program
Free Will preparation
Retailer discounts
Charitable workplace giving
Employee social club

How to Apply

We recognise the power of diversity and creating an environment where all our people feel they belong and reflect the communities in which we live, work and serve. We care about recruiting the best people, regardless of gender identity, age, ability, sexual orientation or cultural background. If you think you can do the job and would be a great fit for our team, we'd love to hear from you._