Client Service Officer (with Legal experience)

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

The role directly administers between Deceased Estates at various stages of the administration process and maintains regular, professional and empathetic communication with internal stakeholders, external stakeholders and beneficiaries.

Client Details

Reputed State Government

Description...Click here to view more detail / apply for Client Service Officer (with Legal experience)

• 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.