Senior Client Service Officer – Estate Planning & Administration

• Ongoing. 35 hours per week. 
• Location: Parramatta. Flexible and hybrid working options available. 
• Clerk Grade: 5/6. Base salary $93,295 p.a. to $102,941 p.a. plus superannuation and annual leave loading. 

About the team  

Our Estate Planning and Administration teams are 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 that make up the division and provide services across the following areas are:  

• Wills and Estate Planning  

• Wills and Estate and Planning – Legal  

• Estate Administration  

• Trust, Powers of Attorney, Life Estates and Crime Confiscation/Civil Forfeiture  

Our Wills and Estate Planning network provide our planning ahead services that centre around ensuring our customers are supported when they lose capacity and that their wishes are appropriately documented for when they pass. These key services include drafting and executing legally compliant Wills, Powers of Attorney and Enduring Guardianship documents that reflect customer wishes. The network is also responsible for delivering community education events to organisations, service providers and community groups and providing Will Safe, a long-term Will storage solution.  

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 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. 

In addition to the key capabilities, the Senior Client Service Officer will ideally possess strong financial acumen, initiative, and problem-solving skills, demonstrated ability to plan and prioritise work and meet deadlines, and have excellent interpersonal, customer service and communication skills. 

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.  

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: 

• Opportunity for a hybrid role, with the ability to work remotely up to 2 days per week. 

• Work life balance with flexible working hours. 

• Ongoing professional development with regular structured training and development programs. 

• Mentorship and coaching by team leaders. 

• Competitive remuneration with the opportunity to progress for the right candidates. 

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