Estate Administration Specialist

1 day ago

Sydney, New South Wales, Australia Nsw Trustee And Guardian Full time

About Nsw Trustee And Guardian


We are a dedicated NSW Government agency protecting, promoting and supporting the rights, dignity, choices and wishes of our customers. We deliver high-quality, reliable and timely services to our clients, adhering to our Customer Excellence Principles.


Role Overview


This is an exciting opportunity to join our Estate Planning and Administration division as a Client Service Officer. As part of a collaborative team, you will work alongside experienced professionals to manage a caseload of estate administration matters, ensuring exceptional customer service and quality outcomes.


Your Key Responsibilities


You will be responsible for:



  • Managing a caseload of 40 to 70 estate administration matters, providing high-quality, consistent and timely service;
  • Providing responsive and empathetic customer experiences, promptly addressing customer needs, questions and concerns;
  • Collaborating closely with internal stakeholders across Estate Planning, Legal, Professional Services, the Public Guardian, and other NSW Trustee and Guardian divisions to achieve quality outcomes;
  • Escalating complex cases and significant complaints to the Senior or Principal Client Service Officer as needed, ensuring customers receive expert support for challenging situations;
  • Proactively managing and progressing estate matters, from initiation through to finalisation, while maintaining accurate records and upholding compliance standards.

Requirements


To succeed in this role, you will require:



  • Strong financial acumen, initiative and problem-solving skills, coupled with a demonstrated ability to prioritise work and meet deadlines;
  • Understanding of, or ability to acquire knowledge of the personal trustee industry in the administration of Estates, Trusts and Powers of Attorney matters;
  • Understanding of, or willingness to acquire understanding of relevant legislation including NSW Trustee and Guardian Act, Succession Act, Probate and Administration Act and Trustee Act;
  • Excellent interpersonal, customer service, communication and 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.

What We Offer


Nsw Trustee And Guardian offers interesting, challenging and rewarding work that has real purpose. Our benefits include:



  • A base salary of $79,032 pa to $86,539 p.a., plus super and annual leave loading;
  • Flexible work options (working from different work locations, variable start/finish times, job sharing);
  • Various leave options (recreation, parental, and flex leave of up to 24 days per year);
  • Career development including study leave and acting opportunities;
  • Access to Fitness Passport and employee assistance program, and annual flu vaccinations.

About You


We encourage applications from all backgrounds, experiences and abilities. If you have the skills, knowledge and experience outlined above, we would love to hear from you.


Please note: Offers of employment will be subject to reference checks and relevant clearances. A talent pool will be created for future ongoing and temporary roles and is valid for 18 months.

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