Estates and Gifts in Wills Coordinator - Lewisham

• Location: Lewisham, NSW, AU, 2049
• Requisition ID: 2313

About Us

The St Vincent de Paul Society is a leading provider of community support services, whose values  it is to shape a more just and compassionate society. We believe our employees are key to our success and offer Learning and Development programs to enhance and grow your career across a range of teams and services.  Our employees are recognised for their achievements and offered promotional opportunities on a meritocracy basis within a collegiate and values driven team environment and culture.  The Society recognises the value of an inclusive work environment and believes that our diversity is a strength in the work we do with our local communities. 

Your Role

• Permanent, full time
• Hybrid: Based in Lewisham, NSW.  Part work from home arrangement can be made
• Not-for-profit salary packaging tax free benefits, increasing your take home pay 

The Estates and Gifts in Wills Coordinator is responsible for administering the organisation’s portfolio of legacies, gifts and estates that have been bequeathed to it. The portfolio represents a significant fundraising stream requiring effective communication and coordination with external and internal stakeholders. Your role’s objective is to maximise income from bequeathed estates while minimising financial losses arising from contested wills. Demonstrated experience in Gifts in Wills and Estate administration is a key requirement for this role.

Your Responsibility

• Build and maintain positive relationships with internal and external estate stakeholders and families
• Consult the Manager, Gifts in Wills and Estates and the legal team on the administration and resolution of contested wills and estates
• Manage estates correspondence with external stakeholders including solicitors, executors, accountants, families etc
• Provide administration support to estate management including database management
• Provide monthly reports on forecasts and actual income from estates
• Support bequest events through event coordination and donor engagement

You Will Need

• Relevant tertiary qualifications and/or experience in Gifts in Wills and Estate administration
• Demonstrated ability to maintain a high standard of integrity and confidentiality
• Proven commitment to delivering exceptional customer service and stakeholder support
• Highly developed collaboration, negotiation and relationship management skills
• Current NSW driver licence.

Apply Now

If this sounds like you, don’t wait - Apply Now, we are interviewing applications as we receive them.

We offer:

• Supportive Team – Join a welcoming, values-driven team with a strong sense of community.
• Boost Your Take-Home Pay – Access up to $15,900 in tax-free benefits for everyday expenses.
• Career Progression – Grow with clear pathways to leadership and internal opportunities.
• Learning & Development - On-demand training to support your professional growth. 
• Wellbeing Support – EAP and wellness services to support your mental and physical well-being. 
• Inclusive Culture – Thrive in a diverse workplace with active RAP and DIAP programs.
• Leave Benefits –5 days Sorry Business Leave , Mental Health/Wellbeing Day Off, 16 weeks of paid parental leave, plus access to cultural and study leave to support your personal and professional life.  

St Vincent de Paul Society (NSW) welcomes people from all backgrounds, ethnicities, cultures, and experiences. We are an equal opportunity employer and are committed to engaging a diverse workforce. We encourage applications from Aboriginal and Torres Strait Islanders, people with disability, people from diverse cultural and linguistic backgrounds, people who identify as LGBTQIA+, candidates of any or no religious beliefs and applicants of all ages. If you are a candidate with disability please let us know if you require any support to participate in the application and recruitment process.

The Society is committed to being a Child Safe organisation, further information can be found in the Society’s commitment to Safeguarding Children & Young People. Prior to an offer of employment, candidates will be required to complete the pre-employment checks including a Police check & Working with Children check. A health / medical assessment may be required for some roles.