Client Service Officers

3 weeks ago

Sydney, Australia NSW Trustee & Guardian Full time

About the role
- Current and future ongoing and temporary full-time 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-centered 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.

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 the 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.

Sound like you?

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:

- Work-life 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.
- 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 high-volume environment? Please provide an example of when you effectively managed competing priorities.
- In this role you will be liaising with internal and external stakeholders and building relationships. How will you tailor your approach to communicate and engage with different stakeholders?

Applications close: 11:59pm Sunday 19 March 2023.

Please note:

- If you wish to request an adjustment in the recruitment process or workplace, please inform us of your requirements in your cover letter

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