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Deceased Estates Administrator

Hays Banking - Melbourne, VIC

Any Industry
Source: uWorkin

Source: uWorkin


Your new company
This Top 4 bank is a is a leading financial services organisation globally. They are passionate about treating customers fairly and ethically and are dedicated to creating opportunities for the community. They strive for positive change through a focus on education, good business practices and community wellbeing.

Your new role
A result focused individual is essential for success in this position. As part of the Account Services team, your main responsibilities will include:

  • Managing customer profiles of deceased estates and liaising with branch staff to process banking requests that come through an internal CRM system
  • Verifying documentation and inputting information into the databases, this may include, updating customer details, processing refunds and other transactions
  • Communicating effectively with internal stakeholders to resolve any issues and ensure information integrity

Your working days will be Monday to Friday between the operating hours of 7:30am – 6:30pm (37.5 hours per week).

What you'll need to succeed
We are looking for motivated individuals with:

  • Experience in managing customer profiles in a banking or insurance environment (highly regarded)
  • A general understanding of deceased estates and related accounts.
  • Previous data entry and processing experience in an administrative role.
  • Strong verbal and written communication skills.
  • Demonstrated customer service experience
  • Thorough attention to detail.

What you'll get in return
Industry-leading training program (6 weeks full time training once commencing in the role), ongoing coaching, a great opportunity for career progression with a company that promotes a diverse work force and stands by its values.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV to Kim Nguyen - [email protected]

If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

LHS 297508 #2480760