Division: Estate Planning and Admin
Location:Parramatta, NSW, AU, 2150

Req ID: 73271

• Ongoing. 35 hours per week.
• Location: Parramatta.
• Clerk Grade: 3/4 Base salary $82,193 pa to $90,001 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.

The role involves (but is not limited to) the following responsibilities:

• 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.
• 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

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.
• 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):
• In this role, you are responsible for handling a case load of between 50 and 70 trust administration matters that are at various stages of administration. Provide an example of when you have managed competing priorities in a high-paced work environment? What tools did you use to manage the workload and how did you ensure that your stakeholders were kept abreast of your progress?
• Can you describe a time when you were responsible for handling financial information? How did you ensure accuracy and attention to detail in your work, and what steps did you take to prevent errors and discrepancies