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Estate Planning and Administration Officer

2 weeks ago

Parramatta Park, Queensland, Australia NSW Department of Communities and Justice Full time

We are seeking a highly skilled Estate Planning and Administration Officer to join our team at the NSW Trustee and Guardian.

The successful candidate will be responsible for handling a wide range of enquiries from customers, stakeholders, and members of the public related to the establishment of estates, trusts, and Power of Attorney matters.

This is a fast-paced role that requires strong financial acumen, initiative, and problem-solving skills. The ideal candidate will have a demonstrated ability to prioritise work and meet deadlines while maintaining excellent interpersonal, customer service, communication, and collaboration skills.

About the Role:

  1. Answering enquiries over the phone, via email, mail, and face-to-face relating to the establishment of estates, trusts, and POA matters.
  2. Providing general advice to members of the public and other stakeholders about NSWTG processes and requirements.
  3. Processing applications, undertaking investigations, co-ordinating the request for documentation, and data entry into NSWTG systems.
  4. Attending to transactional and minor accounting work.
  5. Interpretation of Wills and other legal documents and relevant legislation.
  6. Working closely with legal and professional services and subject matter experts to achieve quality outcomes focused on customer needs.