Principal Branch Officer - Estate Planning and Administration

at  NSW Department of Communities and Justice

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

• Understanding of NSW government and NSWTG’s key services and client base.
• Current and valid NSW Driver’s Licence
• All roles in NSWTG require a willingness to have phone calls monitored for quality and training purposes

ABOUT THE ROLE

The role is part of a team that is collectively responsible for providing professional deceased estate administration and estate planning services that meet client needs, and that are consistent, efficient and effective. The role will both independently handle the most complex client transactions and provide guidance and support to Branch Officers and Senior Branch Officers.

Day-to-day, this is an exciting opportunity that will see you:

• Undertaking all aspects of Estate Administration
• Undertaking drafting, preparing and executing pre-planning instruments to a high standard.
• Act as first point of contact for difficult matters, and ensure that significant complaints or unresolved matters are referred to the Branch Manager to in a timely manner, and that client needs are met and the reputation of NSWTG is maintained and enhanced.
• Assist with the allocation of resources and work to staff of the Branch to ensure high staff performance, a customer focused culture and a professional, efficient and effective working environment.

For more information about the position, view the role description.

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 makes 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 Plannin

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

• work-life balance with flexible work options (working from different work locations, variable start/finish times, job sharing)
• various leave options (recreation, parental, and flex leave of up to 24 days per year)
• career development including study leave and acting opportunities
• access to Fitness Passport and employee assistance program, and annual flu vaccination

To apply for this role:

• complete the online application
• submit a resume (maximum five pages) and brief cover letter (maximum two pages) outlining your skills, experience and suitabilit