Client Service Officer

Description:

Description:

The Client Service Officer (CSO) is part of a Client Service Team collectively responsible for delivering high quality, consistent and timely Trust and long-term Estate administration services. A CSO will typically manage a caseload of Trusts and Estates at various stages of administration and a key challenge of the role is managing work outputs and competing demands/priorities to generate favorable outcomes to clients.

The client has identified six areas that matter most to our customers. They are insightfulness, empathy, personalised, convenient and time, value, and overall satisfactions. The ideal applicant will therefore possess excellent interpersonal, client service and communication skills and experience in dealing with a diverse range of clients, professionals, staff and members of the community.

While no former Trust or Estate administration experience is necessary, it is highly desirable if the candidate has worked in legal or financial sectors. Investigative, analytical and problem-solving skills are also necessary.

The CSO within the Service Centre carries an average caseload of 70 matters. The roles involve the necessary actions to administer Trusts and long-term deceased Estates in accordance with the legislation, rules, regulations and client's procedures relating to Trusts and Estates. Liaising with Trust and Estate stakeholders to identify information regarding assets, liabilities, tax etc. both verbally and in writing. They also liaise directly with the families/beneficiaries of an Trust and Estate matters both verbally and in writing. The CSO is required to attend to transactional and minor accounting work. They will also be liaising with other Teams within the client. The CSO would also be required to interpret relevant legislation, policies and procedures. Legal experience preferable.