Principal Client Service Officer - Estate And Trust Administration Services

NSW Trustee and Guardian

Parramatta, NSW, Australia
Base: $113,574 py to $125,720 py; bonus/equity: no...
On-site
Inspire and guide service centre team
Deliver exceptional, reliable, and timely trust administration services
Manage a team of four staff
This role is based in Parramatta and involves leading a team to deliver exceptional trust administration services, with a focus on improving efficiency and customer experience

Job Summary

  • This role is based in Parramatta and involves leading a team to deliver exceptional trust administration services, with a focus on improving efficiency and customer experience.
  • You will be responsible for managing a team of four staff, providing specialist advice, and contributing to divisional priorities and organizational initiatives.
  • NSW Trustee and Guardian offers interesting, challenging, and rewarding work with a purpose, alongside benefits like flexible work options, various leave, and career development opportunities.

Matching Summary

This role is based in Parramatta and involves leading a team to deliver exceptional trust administration services, with a focus on improving efficiency and customer experience.

Salary

Base: $113,574 p.a. to $125,720 p.a.; Bonus/Equity: Not specified; Benefits: 12% superannuation and annual leave loading

Skills & Requirements

Must-have

  • Inspire and guide Service Centre Team
  • Deliver exceptional, reliable, and timely trust administration services
  • Manage a team of four staff
  • Interpret complex legal documents
  • Drive operational excellence
  • Oversee team management, performance, training, and recruitment

Nice-to-have

  • Proactive leadership
  • Strong financial acumen
  • Excellent interpersonal and communication skills
  • Flexible and adaptable

Key Requirements

  • Clerk Grade Level 7/8
  • Understanding of estate, trust, and power of attorney administration
  • Proven experience managing a frontline service delivery team
  • Willingness to have phone calls and team email accounts monitored

Work Rights

Not specified

Tailored Resume

Cover Letter