Client Service Officers

2 weeks ago

Sydney, New South Wales, Australia NSW Government -NSW Trustee and Guardian Full time

Client Service Officer

Estate Planning & Administration

  • Current and future ongoing and temporary fulltime vacancies.
Clerk Grade: 3/4 Base salary $75,992 pa to $83,211 pa plus super and annual leave loading.


This is a unique opportunity to join NSW Trustee & Guardian in a frontline role to provide exceptional customer service, and make important, positive differences to our customers, their families, carers and important people in their lives.


Our
Estate Planning & Administration
Division delivers highly empathetic, customer-centred trustee, executor and attorney services to the community and to some of the most vulnerable people in NSW.

We are going through an exciting time of growth and will be offering additional employment opportunities to ensure our customers are provided with responsive, timely and quality customer service.

Opportunities are available across the whole division and the specific functions of each team are detailed below.

About Us
At NSW Trustee & Guardian, we protect, promote and support the rights, dignity, choices and wishes of our customers.

Whether we are writing a Will, acting as an executor, attorney, trustee, guardian, or financial manager, we are here for critical moments in our customers' lives.

Join our dedicated NSW Government agency and make a difference in the lives of over 47,000 people each year.

Estate Planning & Administration - About the teams


The Estate Planning & Administration division is responsible for delivering NSW Trustee & Guardian's commercial services in Will making, as trustee, attorney, and as administrator/executor of deceased estates.

The teams administer assets in accordance with the functions and obligations under the relevant legislation and makes legal decisions within legal frameworks and NSWTG's prescribed delegations.

The division delivers high quality service using a customer-centred approach and is delivered by:

  • Estate Administration
  • Trust and Powers of Attorney Administration
  • Intestate, Life Estates and Crime Confiscation/Civil Forfeiture administration
  • Wills and Estate Planning
We currently have talent pool opportunities across our Estate, Trust and Power of Attorney Administration teams.

About the roles


The Client Service Officer delivers quality decision-making and support to customers that is consistent with NSW Trustee & Guardian's Customer Excellence Principles.

As a Client Service Officer, you will contribute to team performance, a customer-centred culture and a professional, efficient and effective working environment by delivering reliable and consistent service.


If you are successful in this recruitment, you may be assigned to any of the roles listed below or placed on a talent pool.

For more information, view the role description and below:

About you

  • Understanding of, or willingness to acquire knowledge of the procedures and practices specific to administration of Estates, Trusts and Powers of Attorney
  • Knowledge of the personal trustee industry in the administration of Estates, Trusts and Powers of Attorney matters
  • Understanding of relevant legislation including NSW Trustee and Guardian Act, Succession Act, Probate and Administration Act and Trustee Act or evidence of having worked in a highly regulated environment.
  • Strong collaboration skills that will allow you to build & develop working relationships and open channels of communications across all teams in the Estate Planning & Administration division, other NSW Trustee & Guardian divisions and external stakeholders
  • Flexibility and be an adaptable individual who is willing to rotate across all teams within Estate Planning & Administration to ensure optimum service is delivered to customers.

Essential requirements

  • Understanding of NSW Trustee & Guardian's key services and customer base including experience working and/or supporting people with disability, vulnerable or older people.
  • Willingness to be a part of a rotating phone roster shared on an equitable basis covering morning and afternoon shifts (between the hours of 9.00am to 5.00pm).

Our commitment to diversity

What we offer
NSW Trustee & Guardian offers interesting, challenging and rewarding work that has real purpose.

Other benefits of joining us include:

  • Worklife balance with flexible work options including flex leave
  • Leave options including 14 weeks' parental or adoption leave
  • Career development including access to study leave
  • Fitness Passport
Be part of something bigger. For more about joining us, visit the Careers page on our website.

How to apply
- attach a resume (max. five pages)
- attach a cover letter (max. two pages) outlining your skills, experience and suitability for the role
- address the essential requirements above and the two targeted questions below (max. two pages)

Targeted questions:

  • What strategies do you use to manage your time in dealing with multiple matters in a highvolume envi

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