Senior Client Service Officer - Estate And Trust Administration Services

NSW Trustee and Guardian

Newcastle, NSW, Australia
Base: $99,938 py to $110,271 py; bonus/equity: not...
On-site
Trust administration
Client communication
Interpretation of legal documents
The role directly manages between 40-70 Trusts, assists with the management of 6,000 pooled matters and maintains regular, professional and empathetic communication with internal stakeholders, external stakeholders and beneficiaries

Job Summary

  • The role directly manages between 40-70 Trusts, assists with the management of 6,000 pooled matters and maintains regular, professional and empathetic communication with internal stakeholders, external stakeholders and beneficiaries.
  • The Estate Planning and Administration division is responsible for delivering NSW Trustee and Guardian’s commercial services in Will making, as trustee, attorney, and as administrator/executor of deceased estates.
  • NSW Trustee and Guardian offers interesting, challenging and rewarding work that has real purpose.

Matching Summary

The role directly manages between 40-70 Trusts, assists with the management of 6,000 pooled matters and maintains regular, professional and empathetic communication with internal stakeholders, external stakeholders and beneficiaries.

Salary

Base: $99,938 p.a. to $110,271 p.a.; Bonus/Equity: Not specified; Benefits: 12% superannuation and annual leave loading

Skills & Requirements

Must-have

  • Trust administration
  • Client communication
  • Interpretation of legal documents
  • Financial acumen
  • Problem-solving skills

Nice-to-have

  • Customer-centred approach
  • Flexible and adaptable
  • Team collaboration

Key Requirements

  • Understanding of relevant legislation
  • Willingness to acquire knowledge of procedures and practices
  • Willingness to have phone calls monitored

Work Rights

Not specified

Tailored Resume

Cover Letter