Position Type: Permanent part time or full time (4-5 days depending on candidate preference)

Location: Work from home anywhere in Australia

Manager: Managing Director

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.

You can read more about Bequest Assist on our website here.

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. Estate Administrators handle all of the day-to-day work, including:

· Entering new estates into our system;

· Communicating with solicitors and executors via email and phone;

· Reading legal documents such as wills, asset lists and final statements to enter data into our system;

· Searching for probate and obituaries online;

· Confirming charity preferences to solicitors such as the handling of shares; and

· Performing data maintenance to make sure everything is accurate in our system.

Everyone in the organisation starts as an Estate Administrator, but over time those who are motivated can move into a more senior role that focusses on more complex matters.

From time to time, Estate Administrators may also be asked to assist with internal Bequest Assist tasks, such as proofreading documents, conducting research or helping organise an event. Because we are a small and nimble organisation, willingness to jump in on new and sometimes random tasks is necessary.

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

· Experience working in an administrative role such as a paralegal, or in a governmental role (eg Public trustees or government services).

· 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, particularly around wills and estates law.

· 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.

· Confidence reading financial statements 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.

Remuneration

$75,000-$82,000 pro rata + superannuation, dependent on experience.

How to apply

Please email your CV and a short cover letter (no more than one page) to [email protected] by COB Thursday 25th September.

*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.