Deceased Estates Operations Officer Role Overview
This is an exciting opportunity to support the operations function in a leading regional bank. The successful candidate will be responsible for processing requests, finalising estates and transferring funds while providing exceptional customer service.
As a Deceased Estates Operations Officer, you will work closely with internal and external stakeholders including solicitors, branch teams, clients and counterparties. This role requires strong communication and interpersonal skills, with the ability to adapt to changing priorities and deadlines.
Key Responsibilities:
* Process requests and finalise estates in a timely and accurate manner
* Transfer funds as required, ensuring compliance with relevant policies and procedures
* Provide exceptional customer service, responding to queries and concerns in a professional and courteous manner
* Maintain records and reports, ensuring accuracy and attention to detail
* Collaborate with internal and external stakeholders, building relationships and resolving issues
Requirements:
* Strong communication and interpersonal skills
* Ability to adapt to changing priorities and deadlines
* Excellent time management and organisational skills
* Proven experience in operations or a related field
* Knowledge of relevant policies and procedures
Benefits:
* Flexible working arrangements
* Discounted financial products
* Salary sacrificing options
* Paid parental leave with no minimum
* Paid volunteer days
* Purchase annual leave
* BUPA Corporate Plan
* Employee Assistance Program (EAP)
* Zero tolerance to Domestic and Family Violence (DFV)
* Accessible work support
The Bank of Queensland is committed to diversity and inclusion. We encourage applications from Aboriginal and Torres Strait Islander people.
If you are successful for a role with the Bank of Queensland, it is a condition of employment that background screening is completed to ensure that the Bank complies with its obligations under the Anti-Money Laundering and Counter Terrorism Financing Act. These checks may include, but are not limited to: identity verification, reference checks, criminal background checks, immigration checks, verification of academic qualifications, bankruptcy checks.
Job Reference: BOQ01347