Advisory Officer

Division: Financial Performance and Investments
- Location: Parramatta, NSW, AU, 2150
- Req ID: 78202

**Advisory Officer - NSW Trustee and Guardian**
- Ongoing vacancy. 35 hours per week.
- Location: Parramatta. Flexible and hybrid working options available.
- Clerk Grade: 3/4. $84,659 to $92,701 per annum, plus superannuation, plus leave loading.

**About us**

At NSW Trustee and 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.

**Our commitment to diversity**

**About the team**

The Taxation team is part of the Legal and Professional Services Division that provides expert legal, taxation, financial planning, and genealogy services to customers across all functions of the entire agency.

**About the role**

This is an exciting opportunity that will see you:

- Make a real difference in people’s lives by supporting some of the most vulnerable members of the NSW community.
- Help clients and their families every day by providing clear, practical advice and support, no two days are the same.
- Work closely with a supportive team to ensure clients receive the best possible service and have your ideas for improvement valued.
- Guide people through important life moments, from planning for the future to managing financial and legal matters.
- Be part of an organisation that values integrity, respect, and putting people first, your work will help uphold these values across NSW.
- Grow your skills and knowledge with ongoing professional development and support from experienced leaders.
- Play a key role in our mission to protect and promote the rights, dignity, and choices of people across NSW.

For more information about the position, view the role description.

**About you**

Application is encouraged if you demonstrate the following skills, knowledge and experience:

- A genuine passion for helping people and making a positive difference in the community.
- Strong communication skills, you listen carefully, explain things clearly, and use plain language with everyone you support.
- The ability to juggle multiple tasks and priorities, staying organised and calm even when things get busy.
- A team player who values working with others and contributes to a supportive, respectful workplace.
- Good judgment and the confidence to make decisions, while knowing when to ask for help or escalate issues.
- An eye for detail and a focus on getting things right, especially when following important processes or handling sensitive information.
- Experience in roles where you’ve provided advice or support to others, especially in community, customer service, or similar settings.
- The ability to manage your time well, meet deadlines, and follow through on commitments.

Sound like you? We would love to hear from you

**Essential requirements**
- Tertiary qualifications in Taxation or equivalent experience (Taxation roles).
- Tertiary qualifications in Financial Planning (Financial Planning roles).
- Understanding of NSW government and NSWTG’s key services and client base.
- All roles in NSWTG require a willingness to have phone calls monitored for quality and training purposes.

**What we offer**

NSW Trustee and Guardian offers interesting, challenging and rewarding work that has real purpose. Other benefits of joining us include:

- work-life balance with 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

Be part of something bigger. For more information about joining us, visit the Careers page on our website.

**How to apply**
- submit a resume (maximum five pages) and brief cover letter (maximum two pages) outlining your skills, experience and suitability
- answer the following targeted questions (maximum two pages):

- Share an example that illustrates the steps you take to advance your own work and achieve successful outcome.
- Describe a situation where you recognised and addressed the needs of a client as well as the needs of colleagues from other teams or departments.

**Closing date**

**Applications close 11:59pm, Thursday 9th October 2025**

Please note:

- A talent pool may be created for future ongoing and temporary roles and is valid for 18 months.