Address 19th February, 2024
Position: Client Service Officer Start: ASAP Duration: 3 month contract – possibility of extension Salary: $35/hour + superannuation Location: Parramatta Overview The Client Service Officer (CSO) is part of a Client Service Team collectively responsible for delivering high quality, consistent and timely POA and long-term Estate administration services. Primary Purpose of the Position The Client Service Officer (CSO) is part of a Client Service Team collectively responsible for delivering high quality, consistent and timely Power of Attorney (POA) and long-term Estate administration services. A CSO will typically manage a caseload of POAs and Estates at various stages of administration and a key challenge of the role is managing work outputs and competing demands/priorities to generate favourable outcomes to customers. While no former POA or Estate administration experience is necessary, it is highly desirable if you have worked in legal or financial sectors. Investigative, analytical and problem-solving skills are also necessary. Key accountabilities/responsibilities
Manage a high-volume caseload and administer POAs and long-term deceased Estates in accordance with the legislation, rules, regulations and procedures relating to POAs and Estates
Liaising with POA and Estate stakeholders to identify information regarding assets, liabilities, tax etc. both verbally and in writing
Liaise directly with the families/beneficiaries of a POA and Estate matters both verbally and in writing
Provide excellent customer service
Essential Criteria
Previous experience in a similar role, or legal or financial administration experience
Excellent customer service and ability to work in a team environment
Clear and professional communication style
Strong investigative, analytical and problem-solving 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 526975 – Client Service Officer. Your details may be provided to the Client to progress your application.
Job Code: 526975
Recruitment – Parramatta, NSW
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