Client Service Officer - Estate And Trust Administration Services

NSW Trustee and Guardian

Newcastle, NSW, Australia
Base: $84,659 py to $92,701 py; bonus/equity: not ...
On-site
Administer 40-70 deceased estates
Administer 40-70 trusts
Interpret wills and legal documents
The Client Service Officer is part of the Estate Administration team collectively responsible for delivering high-quality, consistent and timely administration of Deceased Estates

Job Summary

  • The Client Service Officer is part of the Estate Administration team collectively responsible for delivering high-quality, consistent and timely administration of Deceased Estates.
  • The Client Service Officer role within the Trust Administration team is responsible for the timely and accurate administration of Trust (including from long-term estate) matters where NSWTG is the nominated Trustee.
  • NSW Trustee and Guardian offers interesting, challenging and rewarding work that has real purpose.

Matching Summary

The Client Service Officer is part of the Estate Administration team collectively responsible for delivering high-quality, consistent and timely administration of Deceased Estates.

Salary

Base: $84,659 p.a. to $92,701 p.a.; Bonus/Equity: Not specified; Benefits: 12% superannuation and annual leave loading

Skills & Requirements

Must-have

  • Administer 40-70 Deceased Estates
  • Administer 40-70 Trusts
  • Interpret Wills and legal documents
  • Communicate with beneficiaries
  • Work with taxation and legal services
  • Rotating phone roster

Nice-to-have

  • Customer-centred approach
  • Flexible and adaptable individual
  • Support rights, welfare, and interests

Key Requirements

  • Clerk Grade Level 3/4
  • Understanding of relevant legislation
  • Willingness to work full time in Newcastle office for 3 months
  • Ability to work in person at Newcastle Office

Work Rights

Not specified

Tailored Resume

Cover Letter