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

• Ability to work at our Parramatta office.
• Available to work between the hours of 9:00am and 5:00pm.
• Understanding of NSW government and NSW Trustee and Guardian’s key services and client base.
• All roles in NSW Trustee and Guardian require a willingness to have phone calls monitored for quality and training purposes.

• Attending to transactional work regarding funds received, paying claims and preparing distributions of trust assets to beneficiaries when Trusts vest or beneficiaries become entitled to draw on funds.
• Investigating requests for funds and obtaining appropriate documentation.
• Writing to solicitors, banks, insurance agencies, financial institutions, and other government agencies.
• Effective communication and excellent submission writing skills
• Interpretation of Wills, Deeds and other legal documents and relevant legislation.
• Working closely with taxation, legal and professional services, property teams and subject matter experts to achieve quality outcomes focused on customer needs.
• Building and maintaining relationships with beneficiaries and their parents/guardians through regular communication and updates.
• Timely escalation of matters requiring team leader support, advice or delegation.
• Attending to more complex tasks and matters independently, and with minimal supervision. Provide training and mentoring to Client Service Officers as required.
• Reporting on key project initiatives on a regular basis to the team leader