Government Wide EOI

Principal 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 7/8. Offering a competitive salary of $113,574 p.a. to $125,720 p.a. plus superannuation and annual 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

• Step into a dynamic leadership role where you'll inspire and guide the Service Centre Team to deliver exceptional, reliable, and timely administration of deceased estates, trusts, and powers of attorney.
• As a hands-on leader, you'll empower frontline staff, champion professional and empathetic communication with stakeholders and beneficiaries, and serve as the go-to expert for interpreting complex legal documents.
• You'll drive operational excellence by providing specialist advice, nurturing strong relationships across the organisation, and overseeing all aspects of team management, including performance, training, and recruitment.
• Your leadership will set the standard for outstanding customer experiences, while your expertise and vision will shape divisional priorities, contribute to organisational initiatives, and support positive change.
• Reporting to the Service Centre Manager, you'll play a pivotal role in escalating issues, influencing policy, and fostering a culture of continuous improvement.

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

About you

• You are a proactive leader with strong financial acumen, initiative, and problem-solving skills, consistently demonstrating the ability to prioritise work and meet deadlines in a fast-paced environment.
• You have a deep understanding of estate, trust, and power of attorney administration, complemented by your knowledge of relevant legislation or proven experience working in highly regulated environments.
• You bring hands-on experience managing a front-line service delivery team, allocating work, coaching and mentoring staff, and driving performance.
• Your excellent interpersonal, customer service, communication, and collaboration skills enable you to build and develop effective working relationships across the Estate Planning and Administration division, other NSW Trustee and Guardian teams, and external stakeholders.
• Flexible and adaptable, you are willing to rotate across all teams within the division to ensure customers receive the highest standard of service.

 Essential requirements 

• Demonstrated experience leading a team in the areas of estate administration, trust administration or power of attorney administration.
• 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 5th November 2025

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.