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

• Tertiary qualifications and/or demonstrated equivalent industry or professional experience in relevant area.
• Understanding of NSW Trustee and 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.

ABOUT THE ROLE

The Principal Client Service Officer delivers quality decision-making and support to customers that is consistent with NSW Trustee and Guardian’s Customer Excellence Principles. As a Principal Client Service Officer, you will lead and drive team performance, a customer-centred culture and a professional, efficient and effective working environment by delivering reliable and consistent service.
This role primarily manages and supports the Private Management Accounts team to review the annual financial accounts submitted by Private Managers in relation to customers subject to a financial management order. The role is responsible for determining if the management of financial affairs is consistent with the Directions and Authorities of NSWTG relating to the order.
The role refers matters to the Guardianship Division of the NSW Civil and Administrative Tribunal (NCAT) or the Supreme Court, in circumstances where issues are identified in relation to the actions of the private manager not being compliant with the legislation and their role as a financial manager. The role is also responsible for the supervision, coaching and mentoring of staff in the accounts team and across the Private Management team as required.
For more information about the position, view the role description.

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