Job Description
The Deceased Estates and Technical team provides specialised and compassionate support to clients and their representatives during sensitive times.
Our team manages the end-to-end process for deceased client accounts, early superannuation releases, and family law matters.
We are a global financial services group operating in 30 markets with 57 years of unbroken profitability.
At Macquarie, you're empowered to shape a career that is fulfilling and creates value.
You will bring your insights and expertise to the task at hand and feel supported as you make your own kind of impact for a better future.
What role will you play?
As a Deceased Estates and Technical Specialist, you will 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.
You will 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.
What You Offer
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.
Solid 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.
We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.
What We Offer
Benefits
At Macquarie, you're empowered to shape a career that's rewarding in all the ways that matter most to you.
Macquarie employees can access a wide range of benefits which, depending on employment type, include:
1 wellbeing leave day per year
Up to 5 additional service bonus leave days per year
Up to 20 weeks' paid parental leave for primary caregivers along with 12 days of transition leave upon return to work,



and 6 weeks' paid leave for non-primary caregivers
2 days of paid volunteer leave and donation matching
Up to 12 months' gender affirmation leave, including 6 weeks' paid leave
Access to Employee Assistance Program and wellbeing benefits including skin and health checks, and flu vaccinations
Access to a wide range of salary packaging options
Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
Hybrid and flexible working arrangements, dependent on role
Reimbursement for work from home equipment
About Banking and Financial Services
Banking and Financial Services is our technology-driven retail bank.
You will be part of a team that supports clients to achieve their full potential - whether that's buying a home, growing a business or investing to manage wealth.
Inclusion at Macquarie
We are committed to providing an inclusive environment for all, where different experiences, skills and perspectives are valued and respected.
Macquarie provides access to opportunities for all individuals regardless of race, colour, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other characteristic or circumstance.
We provide reasonable adjustments to individuals who may need support during the recruitment process and employment.
If you require an adjustment, please let us know during the application process.

📌 Estates & Technical Specialist -- Compassionate Case Liaison (New South Wales)
🏢 Macquarie Group
📍 New South Wales