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Deceased Estate Administrator

Undefined
Accounts Clerks
Contract Full Time
Sydney
16 days ago
0

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.

 

ROLE PURPOSE

 

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.

 

ROLE RESPONSIBILITIES

 

The Deceased Estates Administrator will work within a collaborative team, with both client service and operational responsibilities.

Key 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

 

Essential:

  • 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

 

Desirable:

  • Experience with GBST Shares™ and DCA™ or a similar options back office system

  • ASX – scrip / settlements of corporate action experience

 

COMPETENCIES

  • Mature outlook

  • 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 Details*
NameAmount
Salary Type Normal Wages
Base Salary $0
Superannuation 9.5%
Bonus offered No
Total Package $0
* Salary details are calculated without bonus and monthly payout as per tax bracket without tax threshold and other allowances. Its always good to confirm these details with the employer or recruiter.
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