Since launching in 1989, CMC Markets (CMC) has become one of the world's leading online financial trading businesses. CMC is listed on the London Stock Exchanges and serves retail and institutional clients through regulated offices and branches in 13 countries.
CMC offers an award winning online and mobile trading platform, enabling clients to trade up to 10,000 financial instruments across shares, indices, foreign currencies, commodities and treasuries through contracts for difference. In Australia, the Group also offers stockbroking services.
CMC is committed to recruiting, developing, retaining and motivating exceptional people who are talented, innovative and focused on delivering excellence. We acknowledge that this goes hand in hand with the Group’s ongoing and future success. This is achieved through embedding the Group’s values throughout the workforce as well as offering competitive rewards and benefits.
Deceased Estate Administrator
CMC Markets Stockbroking (CMC) provides retail and wholesale stockbroking services including trading, clearing and settlement of transactions. Services are provided to a large base of retail clients, as well as customers of a number of banking and financial partners through a whitelabel service offering.
Since launching in 1989, CMC Markets has become one of the world's leading online CFD and financial spread betting providers, with nearly 67 million trades executed annually across Australia, Europe, Asia and North America. In addition to its CFD business, in Australia, CMC Markets Stockbroking is an award winning discount broker and ASX participant that services the needs of both a retail and Institutional client base.
The Deceased Estates Administrator’s primary function is to provide professional, efficient and specialised management of client estates.
The Estate Team is responsible for providing clients with a dedicated administrative service to support individuals, trusts and power of attorney estates, ranging from simple to complex estate matters.
They are a single point of contact for clients to arrange the transfer and/or sale of equity holdings as per the Executor’s instructions, ensuring the beneficiaries’ and customers’ needs are prioritised and satisfied within the provisions of relevant Acts, Regulations and office procedures.
The Estate Team understands how sensitive estate matters can be and as such, works with sensitivity and the highest attention to detail to ensure that all requests are handling in a sensitive, timely and compassionate manner.
The Deceased Estates Administrator will work within a collaborative team, with both client service and operational responsibilities.
Provide excellent, accurate and high calibre client service to ensure a positive experience for all clients, acting as a brand ambassador in all client interactions
Monitor and track all open estates in progress, in line with SLAs and industry timeline requirements. Ensure these are followed up in a timely manner with detailed and accurate instructions provided to the client
Proactively respond to all client enquiries in a professional and attentive manner, and where applicable provide clients with process and platform education
Identify opportunities to improve the client experience, and implement changes through clear communication and process changes both internally and externally
Maintain KPI and SLA targets, both Individually and as a team
Escalate all client issues in a timely manner to appropriate levels to ensure a consistently high level of client service
Assess and respond to documentation required and completed, to ensure compliance with company standards, regulatory requirements and Australian law
Manage the locking and unlocking of HINs when needed, within the regulatory timeframe
Processing of Off Market Transfers to Beneficiaries
Investigate and assess Trust Deeds, ASIC searches and general Estate documents to ensure compliance and completeness
Communicate with appropriate internal teams to maintain a smooth front to back experience for all involved, ensuring the least disruptive outcome for the clients and beneficiaries affected
KEY SKILLS AND EXPERIENCE
Prior estate management experience
Prior industry experience with equity and/or options processing
Experience with Microsoft office products
Strong customer service orientation
Operates with integrity and a highly client centric mindset, with an ability to build and enhance strong and meaningful client relationships
Excellent verbal and written communication skills
Ability to work effectively as part of a team
Experience with GBST Shares™ and DCA™ or a similar options back office system
ASX – scrip / settlements of corporate action experience
Demonstrate accuracy and attention to detail
Excellent numeracy skills
Must be well-organised and able to prioritise daily tasks to meet deadlines
Ability to multi-task and work autonomously whilst working to strict deadlines
Ability to quickly grasp new concepts
Able to communicate effectively with both internal and external stakeholders and customers where required
|Salary Type||Normal Wages|