In-Demand Trustee Jobs in Hawthorn, Vic

Case Manager
Mercer —Melbourne VIC
- Full-time
- Hybrid work
- Communication skills
Philanthropy Relationship Coordinator
Eastern Health —Box Hill VIC
- Part-time
- Microsoft Excel
- Business development
- No degree
- Health insurance
- Employee assistance program
Fund Accountant (Full Time - Onsite)
Polar 993 —Melbourne VIC
- $80,000 - $100,000 a year
- Full-time
- Salesforce
- Finance
- Analysis skills
Quick Apply
Senior Paraplanner, Perpetual Wealth Management
Perpetual Limited —Melbourne VIC
- Full-time
- Leadership
- Work from home
Transaction Operations Analyst (AML/CTF)
Apex Group —Melbourne VIC
- Full-time
- Administrative experience
Senior Auditor (SMSF)
Assurify —Mont Albert VIC
- $80,000 - $85,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Annual leave
- On-the-job training
Quick Apply
1d
Senior Consultants
IQ Group —Melbourne VIC
- Contract
- Hybrid work
Case Manager Relationships
Link Group —Docklands VIC
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
2d
Claims Delivery Enablement Specialist Hybrid
Hostplus —Melbourne VIC
- Full-time
- Management
- Administrative experience
- Communication skills
- Wellness program
- Parental leave
Paraplanner, Perpetual Wealth
Perpetual Limited —Melbourne VIC
- Full-time
- Hybrid work
- Time management
- Work from home
2d
Field Sales Executive - ANZ (Book Sales)
Sage —Melbourne VIC
- Remote
- Sales
- Negotiation
13h
Partner, Priority Life
Perpetual Limited —Melbourne VIC
- Full-time
- Leadership
13d
Incident Response Analyst (Member and Insurance)
Health Employees Superannuation Trust Australia —Melbourne VIC
- Communication skills
- Parental leave
- Employee assistance program
7d
Team Lead - Intra-fund Financial Advice
Mercer —Melbourne VIC
- Full-time
- Hybrid work
- Salesforce
- Leadership
- Communication skills
Café All Rounder - Casual
The Trustee for LAURENT BAKERY UNIT TRUST —Hawthorn VIC
- Weekend availability
- Hospitality
- Customer service
- Bakery
- Employee discount
Quick Apply
8d
Fund Operations
GXE —Melbourne VIC
- Full-time
- Hybrid work
- Microsoft Excel
- Administrative experience
- Organisational skills
Quick Apply
5d
Assistant Accountant
Perpetual Limited —Melbourne VIC
- Full-time
- Microsoft Excel
- Microsoft Office
- Finance
- Annual leave
- Work from home
Boutique Manager - Doncaster Boutique
Parfums Christian Dior —Melbourne VIC
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
1d
Mechatronics Engineer
Coffee Machine Emporium Australia —Somerton VIC
- $78,000 - $85,000 a year
- Full-time
- CAD
- Engineering
- Bachelor's degree
Quick Apply
Senior Business Analyst, Financial Advice
AustralianSuper —Melbourne VIC
- Full-time
- Organisational skills
- AI
- Communication skills
1d

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Case Manager

Mercer -
Melbourne VIC

Apply Now

Job Details

Full-time

Qualifications

Communication skills

Full Job Description

Company:

Mercer

Description:

We are seeking a talented individual to join our Plan Administration team at Mercer. This role will be based in Adelaide OR Melbourne. This is a hybrid role that has a requirement of working at least three days a week in the office.

As a Case Manager you will be responsible for direct liaison with relevant stakeholders such as customers, executors, beneficiaries, solicitors, advisers, insurers, and the Trustee in relation to the management of claims for deceased estates, total and permanent disablement, permanent
incapacity and terminal illness.

Given the complex nature of these claims, the role requires a high degree of attention to detail, personal resilience and exceptional communication skills . The Case Manager needs to be highly organised and have the ability to deal with multiple stakeholders, internal and external, whilst remaining the one point of contact with the customer.

We will count on you to:

Liaise with customers (or their representatives) regularly and directly, tailoring the method and frequency of communications in response to the customers needs and preferences.
Take ownership of all customer requests and issues and follow them through to completion.
Record and monitor case details / progress of claims using the Case Management workflow system, liaising with internal and external parties where appropriate.
Collate and review all correspondence from all claimants, including general queries, emails and specific requests, in order to build a complete picture of the case.
Prepare considered recommendations for the Trustee, ensuring compliance and product-based rules and regulatory policy requirements.

What you need to have:

Previous claims experience.
Experience in liaising with legal, product and medical practitioners preferred but not essential
Knowledge of superannuation legislation desirable.
Ability to maintain confidentiality and manage each case with extreme sensitivity.
Strong communication and interpersonal skills.
RG 146 Compliant.

Why join our team:

We help you be your best through professional development opportunities, interesting work and supportive leaders.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Please apply using the link below, applications will only be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencement of employment.

About Us:

Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.

Marsh is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Applications will only be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencing of employment.

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Apply Now

Refine Your Search

trustee jobs in hawthorn, vic

Case Manager

Philanthropy Relationship Coordinator

Fund Accountant (Full Time - Onsite)

Senior Paraplanner, Perpetual Wealth Management

Transaction Operations Analyst (AML/CTF)

Senior Auditor (SMSF)

Senior Consultants

Case Manager Relationships

Claims Delivery Enablement Specialist Hybrid

Paraplanner, Perpetual Wealth

Field Sales Executive - ANZ (Book Sales)

Partner, Priority Life

Incident Response Analyst (Member and Insurance)

Team Lead - Intra-fund Financial Advice

Café All Rounder - Casual

Fund Operations

Assistant Accountant

Boutique Manager - Doncaster Boutique

Mechatronics Engineer

Senior Business Analyst, Financial Advice

I want to receive the latest job alert for trustee in hawthorn, vic

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