Senior Estate Administrator

About Bequest Assist Bequest Assist was founded in 2019 with the aim of improving bequest administration for Australian charities. Many not-for-profits rely on income from generous bequestors to fund their work, and we help them receive more of that income faster and more efficiently. Charities of every size employ Bequest Assist to step in once they’ve been notified of a bequest. We handle all of the communication with solicitors and executors, collecting documents, managing any legal or administrative complexity, and ensuring the charity receives their bequest as fully and quickly as possible. We are not solicitors, but strive to all become experts in deceased estates for the benefit of our clients. So far, Bequest Assist has secured over $3 million in funds that charities would have otherwise missed out on, or not received for years. We are a small team working almost entirely remotely and look for team members who value the flexibility that remote work provides. We appreciate colleagues with attention-to-detail, a can-do-attitude and enthusiasm for helping charities receive more Gifts in Wills income. As we grow and our organisation changes, flexibility and willingness to pitch-in on new tasks is essential. In return, the organisation offers generous working conditions (such as additional leave), flexible hours and a warm, inviting culture. You can read more about Bequest Assist on our website: https://bequestassist.com.au/ About this role The majority of Bequest Assist’s work is managing estates, from reading wills and asset lists to communicating with solicitors and summarising issues for our charity clients. Both Senior and general Estate Administrators handle simple estate matters, but Senior team members also work on those that are more legally or administratively complex (although note that Bequest Assist does not provide legal advice). Examples of more complex estates that this role would take responsibility for include: When a will is contested (for example by a family member); When there is an informal will or codicil; When there are questions if the individual had testamentary capacity; When a solicitor or executor is being uncooperative or is unwilling to act; When there is a request for executor’s commission or estate expenditure; When there are complex assets in the estate, such as a business or shares; and When there is a life interest in the estate. The Senior Estate Administrator will be responsible for (amongst other things): Taking the lead on complex estates; Communicating via phone and email with solicitors and executors; Drafting formal communications for solicitors and executors, such as an objection to an unreasonable request for commission; Summarising matters for charity clients to get their instructions on how to proceed; Holding online conferences with charity co-beneficiaries to determine a course of action; and Attend virtual mediation on behalf of charity clients. Note that everyone in the organisation (including the Senior Estate Administrator) starts work on basic estates and trains up to more complex matters over time. All team members continue working on basic estates between their more complex work. The Senior Estate Administrator will also be responsible for answering phone calls from solicitors and attending to data maintenance. From time to time, the Senior Estate Administrator may also be asked to assist with internal Bequest Assist tasks. Because we are a small and nimble organisation, willingness to jump in on new and sometimes random tasks is necessary. If of interest, the Senior Estate Administrator would also have the opportunity to get involved with other Bequest Assist work such as: Performing large-scale data analysis for charity clients; Producing reports on estate management topics; Leading projects around niche estate management issues (like unsaleable shares or life interests) including deep research and solution development; Helping to improve the Bequest Assist Estate Management System through work with a Salesforce developer and on procedure design; Improving our email templates; Hosting demonstrations for potential new clients; and Assisting to present Bequest Assist’s regular educational webinars. About you We’re looking for a positive and detail-oriented team player who wants to dig into estates and ensure we get the best outcome for charities. The ideal candidate will appreciate the flexibility that remote work and flexible hours provides, and be looking for a longer term role. Requirements Either 1 year working in estate administration for a charity or law firm, or 2 years working as a non-estates specific solicitor or senior paralegal (but not currently practising – we are not a law firm and cannot support a practising certificate). Organised and private working-from-home set-up (we will supply technology). Ability to work 4-5 days per week (negotiable) predominantly between the hours of 9-5 but we offer flexibility on work hours. We are happy to accommodate shorter or longer days. Attributes A can-do and positive attitude. Passion for the work of our charity clients and ensuring they receive more Gifts in Wills income. Desire to learn new things. Professional manner and cool head under pressure. Exceptional oral and written communication skills. Strong attention to detail and organisation. Capabilities with the range of IT systems we use including Salesforce (CRM), Outlook, Microsoft Teams and the Office Suite. Please note that 100% of our estate work takes place in Salesforce and you must be able to become a fast and proficient user of the system with training. Awareness of legal terminology and processes. Self-driven with a natural sense of when to seek help. An understanding of, and willingness to uphold, the confidential nature of our work. Please note, Bequest Assist is not a law firm and does not offer legal advice. While we appreciate applications from candidates with legal experience, they must be comfortable acting within the restraints of the organisation. How to apply Please submit your application via Seek or email your CV and a short cover letter (no more than one page) to morganbequestassist.com.au by COB 10 February 2025 .

Location: Middle Park, AU

Posted Date: 2/1/2025