Deceased Estates and Technical Specialist
Active / Open Until Filled
Apply NowDeceased Estates and Technical Specialist
Active / Open Until Filled
Apply NowJob role insights
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Date posted
June 25, 2026
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Closing date
Not Disclosed (Open Until Filled)
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Location
Sydney
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Salary
$95,000 - $160,000 /year
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Career level
Senior Level
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Experience
2 – 4 Years
Description
Macquarie Group is currently accepting applications for the role of Deceased Estates and Technical Specialist, based out of their corporate offices in Sydney, Australia. This appointment offers an exceptional opportunity to join a globally recognized financial organization that combines entrepreneurial empowerment, disciplined risk governance, and a merit-based career trajectory.
Banking and Financial Services delivers personal banking, wealth management, and business financial products, leveraging digital innovation to provide superior client experiences. In this role, the successful candidate will work alongside seasoned industry professionals to optimize mission-critical processes, manage risk effectively, and deliver commercially impactful solutions across key markets.
Opportunity Overview & Quick Facts
Key Responsibilities & Operational Scope
- Be responsible for ensuring the initial review and assessment of each case is completed in a timely manner, in line with internal service levels and regulatory timeframes.
- Execute and drive assess cases and liaise with advisers, solicitors, executors, and clients via phone, chat and email to guide them through the end-to-end Estates and Technical process with empathy and professionalism.
Candidate Profile & Required Qualifications
- Prior experience within a banking or financial services contact centre or operations role, bringing a high level of attention to detail.
- The ability to handle deeply sensitive customer situations with genuine care, patience, and professional boundaries, maintaining a genuine commitment to delivering exceptional client outcomes.
- Analytical and investigative skills are required to manage complex estates timelines.
- You are proactive, able to prioritise, capable of coordinating with multiple cross-functional teams to overcome challenges and finalise sensitive estate matters in a timely and compassionate manner.
- Eager to embrace AI offerings and proactively look for ways to leverage these tools to make our processes smarter and more efficient.
- Excellent organisational skills, strong system experience across multiple platforms, the ability to follow rigorous processes, and the capacity to manage changing priorities effectively within a team environment.
- Professional, clear, and engaging communication skills tailored to navigating complex and emotional client interactions.
What Macquarie Offers
- Market-Leading Rewards: Competitive base remuneration supplemented by performance-linked incentive programs.
- Flexible Work Frameworks: Modern hybrid working arrangements supporting professional productivity and personal balance.
- Professional Development: Clear internal mobility pathways, technical skill enhancement, and professional accreditation support.
- Comprehensive Wellbeing: Access to employee assistance programs, holistic healthcare coverage, and dedicated wellbeing initiatives.
- Global Network & Impact: Collaborative engagement with cross-border teams across the Americas, EMEA, and Asia-Pacific regions.
Core Competencies & Key Technical Focus
Apply Directly on Macquarie Careers Portal
This position is actively accepting candidate submissions. Access the official Macquarie Group recruitment platform to review comprehensive operational criteria and lodge your formal application.
