Estates Coordinator

Updated: about 2 months ago
Location: Melbourne, VICTORIA
Deadline: 12 Oct 2022 ; 12 Oct 2022 11:55 PM

Job no: 0057152
Location: Parkville
Role type: Parttime (3 days per week); Fixed-term for 3 years
Department/School:Advancement
Salary:UOM 7 – $98,402– $106,519 p.a. plus 17% super 

The University of Melbourne would like to acknowledge and pay respect to the Traditional Owners of the lands upon which our campuses are situated, the Wurundjeri and Boon Wurrung Peoples, the Yorta Yorta Nation, the Dja Dja Wurrung People. We acknowledge that the land on which we meet and learn was the place of age-old ceremonies, of celebration, initiation and renewal, and that the local Aboriginal Peoples have had and continue to have a unique role in the life of these lands. 

About Advancement 
The Advancement Office aims to facilitate the establishment and maintenance of mutually beneficial relationships between the University and its alumni, friends and benefactors. It is responsible for the management of programs relating to alumni and benefactors and provides services to and works collaboratively with faculties and other central administration areas.   


About the Role 
As a key member of the University’s Gifts in Wills team, you will coordinate, manage and process estates from end to end – from notification through to the final distribution of funds in line with best practice, to ensure the best outcome for the University. You will also be responsible for estate processes from first notification to final distribution and work with sometimes complex legal and financial principles and documents. 

Responsibilities include: 


  • Manage and monitor externally managed bequests with ongoing distributions coming to the University of Melbourne 

  • Liaise with solicitors, executors, trustees and accountants, and University Legal Services, in relation to estate issues to ensure timely distribution of funds 

  • Work with University Legal Services to manage the administration and resolution of contested estates 


  • Develop and implement effective policies and procedures for estate management processes and associated functions, and provide analysis and reporting as required 


About You 
You will have excellent communication and interpersonal skills with the ability to manage multiple stakeholders with conflicting interests and timelines. With your highly developed levels of organisational and process-driven skills, you can work autonomously and have the proven ability to meet deadlines. Previous Estate coordination experience, legal experience or Gifts in Wills experience would be desirable.  

You will also have: 


  • A tertiary qualification in a relevant discipline, or an equivalent combination of relevant training, education and experience in estate administration or an equivalent combination of relevant experience and education/training as per the current Enterprise Agreement classifications 

  • Strong attention to detail, and be comfortable working with complex legal and financial documents 


  • A high level of technical competence in MS Office, particularly Word, PowerPoint and Excel, and ability to use email and customer relationship management databases 


About the University 
The University of Melbourne is consistently ranked amongst the leading universities in the world. We are proud of our people, our commitment to research and teaching excellence, and our global engagement. 

Benefits of Working with Us 
In addition to having the opportunity to grow and be challenged, and to be part of a vibrant campus life, our people enjoy a range of rewarding benefits: 


  • Flexible working arrangements, generous personal, parental and cultural leave 

  • Competitive remuneration, 17% super, salary packaging and leave loading 


  • Free and subsidised health and wellbeing services, and access to fitness and cultural clubs 

  • Discounts on a wide range of products and services including Myki cards and Qantas Club 

  • Career development opportunities and 25% off graduate courses for staff and their immediate families 


To find out more, visit https://about.unimelb.edu.au/careers/staff-benefits . 

Be Yourself 
We value the unique backgrounds, experiences and contributions that each person brings to our community and encourage and celebrate diversity.  First Nations people, those identifying as LGBTQIA+, females, people of all ages, with disabilities and culturally and linguistically diverse people are encouraged to apply. Our aim is to create a workforce that reflects the community in which we live. 


Join Us! 
If you feel this role is right for you, please apply with your CV and cover letter outlining your interest and experience.  Please note that you are not required to provide responses against the selection criteria in the Position Description. 

We are dedicated to ensuring barrier free and inclusive practices to recruit the most talented candidates. If you require any reasonable adjustments with the recruitment process, please contact us at hr-talent@unimelb.edu.au . 

Please note: Visa sponsorship is not available for this role. You must be an Australian/New Zealand citizen or Permanent Resident of Australia. 

Position Description
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