Client Service Officer - Client Establishment

NSW Trustee and Guardian

Parramatta, NSW, Australia
Base: $84,659 py to $92,701 py; bonus/equity: not ...
On-site for the first three months, then hybrid (3 days in office, 2 days remote).
Willingness to work full-time in parramatta office for 3 months
Strong financial acumen and problem-solving skills
Ability to manage high volume of inbound correspondence
The NSW Trustee and Guardian is seeking two Client Service Officers for their Client Establishment team, based in Parramatta, NSW. The role involves managing customer inquiries related to estate, trust, and Power of Attorney matters, with opportunities for hybrid working arrangements after an initial three-month onsite period

Job Summary

  • The role involves handling a wide variety of enquiries from customers regarding the establishment of estates, trusts, and Power of Attorney matters.
  • Employees will process applications, interpret legal documents like Wills, and perform minor accounting work within a fast-paced environment.
  • The position offers flexible work options including variable start/finish times, job sharing, and up to 24 days of flex leave per year.

Matching Summary

Match Score: 85

The NSW Trustee and Guardian is seeking two Client Service Officers for their Client Establishment team, based in Parramatta, NSW. The role involves managing customer inquiries related to estate, trust, and Power of Attorney matters, with opportunities for hybrid working arrangements after an initial three-month onsite period.

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

  • Willingness to work full-time in Parramatta office for 3 months
  • Strong financial acumen and problem-solving skills
  • Ability to manage high volume of inbound correspondence
  • Understanding of NSW Trustee and Guardian Act and related legislation
  • Willingness to participate in rotating phone roster

Nice-to-have

  • Experience in highly regulated environment
  • Knowledge of personal trustee industry practices
  • Excellent interpersonal and collaboration skills
  • Flexibility to rotate across different teams
  • Customer-centred approach to service delivery

Key Requirements

  • Understanding of relevant legislation including Succession Act and Probate and Administration Act
  • Willingness to have calls and emails monitored for quality assurance
  • Ability to prioritize work and meet deadlines

Work Rights

Not specified

Tailored Resume

Cover Letter