Senior Client Service Officer

• Current and future ongoing and temporary full-time vacancies.
• Location: Regional, Rural and Metro NSW. Flexible working options available and subject to negotiation.
• Clerk Grade: 5/6 Base salary $89,707 pa to $98,982 pa plus super and annual leave loading.

This is a unique opportunity to join NSW Trustee & Guardian in a frontline role to provide exceptional customer service and make important, positive differences to our customers, their families, carers and important people in their lives.   

Our Estate Planning & Administration Division delivers highly empathetic, customer-centered trustee, executor, and attorney services to the community and to some of the most vulnerable people in NSW. We are going through an exciting time of growth and will be offering additional employment opportunities to ensure our customers are provided with responsive, timely and quality customer service. Opportunities are available across the whole division and the specific functions of each team are detailed below.

Estate Planning & Administration – About the teams  

The Estate Planning & Administration division is responsible for delivering NSW Trustee & 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 make 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   

We currently have talent pool opportunities across our Estate, Trust, and Power of Attorney Administration teams. 

About the roles

The Senior Client Service Officer delivers quality decision-making and support to customers that is consistent with NSW Trustee & Guardian’s Customer Excellence Principles. As a Senior Client Service Officer, you will contribute to team performance, a customer-centered culture, and a professional, efficient and effective working environment by delivering reliable and consistent service.

If you are successful in this recruitment, you may be assigned to the role below or placed on a talent pool.

For more information view the role description and below:

Estate Planning & Administration – About you  

Our ideal candidate will have:

• Sound understanding of the procedures and practices specific to the 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.  
• Strong collaboration skills that will allow you to build & develop working relationships and open channels of communication across all teams in the Estate Planning & Administration division, other NSW Trustee & Guardian divisions and external stakeholders 

• A flexible and adaptable approach to your work; willing to rotate across all teams within Estate Planning & Administration to ensure optimum service is delivered to customers.  

Sound like you? Apply now!

Essential requirements  

• Tertiary qualifications and/or demonstrated equivalent industry or professional experience in the relevant area.
• Understanding of NSW Trustee & Guardian’s key services and customer base including experience working and/or supporting people with disability, vulnerable or older people.
• 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.

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.

What we offer

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

• Work-life balance with flexible work options including flex leave
• Leave options including 14 weeks’ parental or adoption leave
• Career development including access to study leave
• Fitness Passport

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