Branch Officer, Clerk 3/4

• Join Our Branch Network Talent Pool
• Various NSW Locations: Sydney, Parramatta, Bathurst, Broken Hill, Lismore,
  Newcastle, Port Macquarie, Wagga Wagga, Wollongong
• Clerk Grade 3/4, Base Salary ($72,418pa – $79,297pa), plus employer’s contribution
  to superannuation and annual leave loading

This recruitment campaign will create a talent pool to fill future ongoing and temporary full-time
and part-time vacancies if and when they arise in accordance with the Government Sector
Employment Act 2013.
Being placed in a recruitment pool is a great opportunity to be considered for roles throughout
an 18 month period. It means you will have opportunities to contribute to a range of initiatives
and gain a wider range of experiences to grow your career, as well as providing you with the
freedom to decide which opportunities to accept.

About the role
An opportunity to be working collaboratively as part of our NSWTG Branch Network team to
provide services to meet our clients’ needs and assist senior staff undertake business
development as well as community education and stakeholder engagement activities.

As a Branch Officer you will be involved in interviewing clients, taking instructions for and
advising clients in relation to the preparation and execution of less complex Wills, (including
testamentary trusts), Powers of Attorney, Enduring Guardianship appointments and inter vivos
trusts.
A will is a legal document and will drafting is highly technical, requiring a high degree of
professional skill and care.  The duty of the will drafter is to ensure the client’s wishes for their estate are accurately set out in the Will and before drafting the Will the drafter has an obligation
to use their skills and knowledge to advise the client as to the effect of their wishes.

You will be proactively liaising and communicating with clients to ensure consistent and timely
services in line with NSWTG’s customer experience statement.

The role will also facilitate Financial Management, Power of Attorney, Estate and Trust client
communication with the service centre teams.

Essential Requirements

• Understanding of NSW government and NSWTG’s key services and client base.
• Extensive travel is required.
• All roles in NSWTG require a willingness to have phone calls monitored for quality and
  training purposes

About you
A law degree with study in succession law would be an advantage or experience and/or the
ability to obtain accreditation in drafting Wills, Powers of Attorney and Enduring Guardianship
Appointments. Knowledge of relevant legislation or ability to acquire is essential and also a
desire to keep up to date with the latest succession law cases.
Candidates must be prepared to undertake continuous training in the preparation of Wills,
Powers of Attorney and Enduring Guardianship documents. They will have a strong customer
experience focus and be passionate about delivering a high standard of service to our clients
every time. This person will have high attention to detail, demonstrated ability in handling
various matters in a professional manner and good written and verbal communication. They will
be able to build a strong relationship with clients and colleagues alike and contribute to NSW
Trustee & Guardian’s business plans, procedures and processes to achieve operational targets.
In addition to meeting the Essential Requirements, the successful candidate has excellent
communication skills and works well in a team. You will have demonstrable experience in the
following:

• Deliver high quality, consistent and timely services consistent with NSWTG’s customer
  experience statement and take responsibility for higher complexity transactions within the
  branch.
• Draft, prepare and execute pre-planning instruments to a high standard.
• Contribute to NSWTGs business plans, procedures and processes to achieve
  operational targets and service standards and continuously improve the delivery of
  branch services
• Undertake business development, community education and stakeholder engagement
  activities.
• Deliver strong customer experience, integrated service delivery, including ensuring that
  Branch Services maintains a focus on face-to-face service delivery and outreach.
• Willingness to travel as required (including overnight travel).