Division: Estate Planning and Admin
Location:Parramatta, NSW, AU, 2150
Req ID: 77470
Client Service Officer – Estate Planning and Administration – NSW Trustee and Guardian

NSWTG is the largest administrator of deceased estates in NSW and are seeking a Client Service Officer to join the Estate Administration team located at Parramatta. This role will see you administering deceased estates from the initial stages of administration through to finalisation and holding the key relationship with all beneficiaries and other stakeholders. This is an excellent opportunity for a candidate with a legal/paralegal background or someone looking to enter a new field with training and mentorship provided.

• Temporary appointment – up to 12 months. 35 hours per week.
• Location: Parramatta. There is a requirement to work full time in the office for a period of three (3) months with hybrid working arrangements to be negotiated thereafter. Hybrid arrangements include three (3) days in the office and up to two (2) days work-from-home per week.
• Clerk Grade: 3/4 Base salary $84,659 pa to $92,701 p.a. plus super 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.

ESSENTIAL REQUIREMENTS

• Willingness to be a part of a rotating phone roster shared on an equitable basis covering morning and afternoon shifts (between the hours of 9.00am to 5.00pm).
• 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.

NSWTG is the largest administrator of deceased estates in NSW and are seeking a Client Service Officer to join the Estate Administration team located at Parramatta. This role will see you administering deceased estates from the initial stages of administration through to finalisation and holding the key relationship with all beneficiaries and other stakeholders. This is an excellent opportunity for a candidate with a legal/paralegal background or someone looking to enter a new field with training and mentorship provided.

• Temporary appointment – up to 12 months. 35 hours per week.
• Location: Parramatta. There is a requirement to work full time in the office for a period of three (3) months with hybrid working arrangements to be negotiated thereafter. Hybrid arrangements include three (3) days in the office and up to two (2) days work-from-home per week.
• Clerk Grade: 3/4 Base salary $84,659 pa to $92,701 p.a. plus super and annual leave loading

The role directly administers between 40-70 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:

• Interpretation of 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

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

• career development including study leave and acting opportunities.
• access to Fitness Passport and employee assistance program, and annual flu vaccinations

To apply for this role:

• complete the online application through IworkforNSW.
• submit a resume (maximum five pages) and brief cover letter (maximum two pages) outlining your skills, experience and suitability.
• answer the following targeted questions (maximum two pages):
• Explain what strategy you would employ to manage a workload of between 40-70 deceased estate matters. Consider that each matter is at a different stage of administration and beneficiaries need to be regularly kept informed regarding progress.
• Provide an example of a difficult customer service situation you have dealt with. Describe the situation, how you communicated with the customer and what was the outcome of the situation