Government Wide EOI

Department: Estate Planning and Admin

Location:
Parramatta, NSW, AU, 2150

Req ID: 79066

Senior Client Service Officer, Estate Planning and Administration

Government Wide EOI – NSW Trustee and Guardian

Expressions of interest are being sought from current NSW Public Sector employees (ongoing and temporary staff) who wish to be considered for this temporary employment opportunity.

• 1 x Temporary full-time vacancy up 12 months. 35 hours per week.

• Location: Parramatta. This role requires office attendance, 5 days per week for the first 3 months. After 3 months, a hybrid option can be considered.

• Clerk Grade: Level 5/6. Offering a competitive salary of $99,938 to $110,271 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

Our workplace reflects the diverse community we serve. We encourage applications from all backgrounds, experiences, and abilities. This includes women, people with disability, Aboriginal and Torres Strait Islanders, the LGBTI community and people from culturally diverse backgrounds.

About the team

The Estate Planning and Administration division is responsible for delivering NSW Trustee and 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

About the role

The Senior Client Service Officer is part of the Estate Administration team collectively responsible for delivering high quality, consistent and timely administration of complex Deceased Estates. The role directly administers between 30-60 complex Deceased Estates at various stages of the administration process and maintains regular, professional and empathetic communication with internal stakeholders, external stakeholders and beneficiaries. The role involves (but is not limited to) the following responsibilities:

The day-to-day responsibilities include:

• Interpretation of complex Wills and other legal documents.
• Collating and submitting applications to the courts.
• Writing to banks, insurance agencies, financial institutions, and other government agencies.
• Paying claims and preparing distributions of estate assets to beneficiaries.
• Building and maintaining relationships with beneficiaries through regular communication and updates.
• Working closely with taxation, legal and professional services, property teams and subject matter experts to achieve quality outcomes focused on customer needs.

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

About you

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

• Sound understanding of the procedures and practices specific to administration of Estates, Trusts and Powers of Attorney.
• Good knowledge of the personal trustee industry and practical experience in the administration of Estates, Trusts and Powers of Attorney matters.
• Sound knowledge of relevant legislation including NSW Trustee and Guardian Act, Succession Act, Probate and Administration Act and Trustee Act.
• Have strong collaboration skills that will allow you to build and develop working relationships and open channels of communications across all teams in the Estate Planning and Administration division, other NSW Trustee and Guardian divisions and external stakeholders.
• Flexibility and be an adaptable individual who is willing to rotate across all teams within Estate Planning and Administration to ensure optimum service is delivered to customers.

Essential requirements

• Willingness to have phone calls and team email accounts monitored for quality assurance and training purposes, and to participate in one-to-one review sessions for calls and emails.
• Understand the Department's Flexible Working Hours Agreement and to work within the required bandwidth.
• Ability to work in the Parramatta Office, initially 5 days per week.

Sound like you? We would love to hear from you

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

To apply for this role:

• Complete the online application
• Submit a resume (max. 5 pages) along with a cover letter (max. 2 pages) outlining your skills and experience for this role.

Read: writing your job application for tips with the application process.

Closing date

Applications close: 11:59pm, Wednesday 12th November 2025

Please do not send your applications directly via email. Only applications submitted via the online portal will be accepted.

For enquiries about the role, please contact Karl Tolic, Senior Manager Estate Planning and Administration via email

For enquiries about the recruitment process, please contact Talent Advisor, Amy Cross via email

Please note:

• If you need an adjustment in the recruitment process, please contact People and Culture via email at
• Offers of employment will be subject to reference checks and relevant clearances.
• This opportunity is only open to current NSW Public Sector employees. Contractors are not eligible to apply.

Thank you for your interest in this role. We look forward to receiving your application.