Client Service Officer

1 week ago

Parramatta, Australia Ampersand Full time

**Contract Length: 3 months from start date - possibility of extension**

**Location: Parramatta**

**Pay Rate: $35 / hour plus super**

Our client administers Trusts & Estates where the organisation has been appointed the Trustee of trust funds and/or as Executor/Trustee of a Will, when someone else is appointed but asks our client to take over their role, or where someone dies without a valid Will (intestate).

The Client Service Officer (CSO) is part of a Client Service Team collectively responsible for delivering high quality, consistent and timely Trust and long-term Estate administration services. A CSO will typically manage a caseload of Trusts and Estates at various stages of administration.

**Role Key Responsibilities**:

- Deliver high quality, consistent and timely Trust and long-term Estate administration services
- Manage work outputs and competing demands/priorities to generate favorable outcomes to clients
- Liaise with Trust and Estate stakeholders to identify information regarding assets, liabilities, tax etc. both verbally and in writing
- Liaise direct with the families/beneficiaries of an Trust and Estate matters
- Attend to transactional and minor accounting work

**Applicant Skillset**:

- Excellent interpersonal, client service and communication skills
- Experience in dealing with a diverse range of clients, professionals, staff and members of the community
- Ability to liaise with external and internal stakeholders
- High levels of customer service
- Investigative, analytical and problem solving skills

For more information please

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