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National Manager, Estates
- Banking, Finance, Insurance, Accounting and Trade jobs
- Legal Jobs
- Management (incl. project, product management & human resources)
Description
- Lead, develop, engage and motivate the Estate Management Team
- Manage technical administration of the end to end estate management process
- Manage co-executor and beneficiary relationships
- Drive strong client satisfaction scores amongst our co-executors and beneficiaries
- Create and nurture a sales culture that assists beneficiaries with broader EQT services
- Manage all risk and compliance obligations
Responsibilities
- Proven ability to lead, develop and manage people
- Strong business acumen including the ability to make sound commercial decisions.
- Strong internal and external stakeholder management skills
- Background creating and maintaining a highly engaged team
- Exceptional (client-centric) technical skills (specifically estate management), demonstrated within complex and highly regulated environments
- Ability to interpret sections of legislation governing wills on a national basis
- Strong technical competency within estates
Hard Skills
- Relationship building
- Customer success
- Team management
- Team building
- Team restructuring
- Risk assessments
- Business analysis
- Deliverable management
- Ability to use project management software
Soft Skills
- Leadership
We offer
- A warm, open and supportive culture
- An attractive remuneration package, including reward and recognition programs
- An employee wellness program, including discounted health insurance and an employee assistance program
- A workplace volunteering and giving program to enable you to help others in the community
- Discounted tax and estate planning services
- Great central CBD location, new office fit-out and end of trip facilities