Estate Planning & Administration — Senior Client Officer

Marsdens Law Group; Sydney; Hybrid; AUD 103.000 - 114.000; Vollzeit

Benefits dieser Stelle

Hybrid work after probation

Flex leave up to 24 days/year

Career development & study leave

Fitness Passport

Employee assistance program

Annual flu vaccinations

Zusammenfassung

NSW Trustee and Guardian invites applications for a Senior Client Service Officer (Client Establishment) in the Estate Planning and Administration division. Based in Parramatta with hybrid work options after three months, the role handles estate, trust, and POA matters on a fast-paced frontline team.

You will process applications, conduct investigations, interpret complex wills, mentor junior staff and provide timeless service to clients and stakeholders, collaborating with legal and

Qualifikationen

• Understanding of Estates, Trusts and Powers of Attorney administration procedures.
• Knowledge of NSW Trustee and Guardian Act and related legislation.
• Ability to work in a regulated environment.
• Excellent interpersonal and collaboration skills.

Aufgaben

• Process applications and coordinate documentation.
• Interpret complex wills and legal documents.
• Collaborate with legal and professional services to achieve outcomes.
• Review complex matters and escalate when needed.
• Attend to transactional and minor accounting work.
• Provide mentorship to junior staff.
• Answer enquiries by phone, email, mail, and in person.
• Provide general advice on NSWTG processes.

Kenntnisse

Financial acumen

Initiative

Problem-solving

Prioritisation

Customer service

Communication

Collaboration

Adaptability

Team rotation

Jobbeschreibung

NSW Trustee and Guardian invites applications for a Senior Client Service Officer (Client Establishment) in the Estate Planning and Administration division. Based in Parramatta with hybrid work options after three months, the role handles estate, trust, and POA matters on a fast-paced frontline team.

You will process applications, conduct investigations, interpret complex wills, mentor junior staff and provide timeless service to clients and stakeholders, collaborating with legal and