Estate Planning Team Lead & Client Establishment Expert

Sanctuary Personnel; Sydney; Hybrid; AUD 103,000 - 114,000; Full time

Benefits offered by this job

Flexible work options

Leave options up to 24 days

Career development

Fitness Passport

Employee assistance program

Annual flu vaccinations

Job summary

NSW Trustee and Guardian is seeking a Senior Client Service Officer (Client Establishment) to join the Parramatta team. This ongoing full‑time role handles complex enquiries, coordinates documentation, and supports establishment of estates, trusts and Power of Attorney matters, with a hybrid work option after three months.

You will mentor junior staff, liaise with legal and professional services to achieve quality outcomes for customers, and ensure timely processing.

Qualifications

• Strong financial acumen and problem-solving skills.
• Ability to prioritise work and meet deadlines.
• Excellent interpersonal and customer service skills.
• Clear communication and collaboration across teams.
• Willingness to rotate across Estate Planning and Administration teams.

Responsibilities

• Process applications and conduct complex investigations.
• Interpret Wills and other legal documents and relevant legislation.
• Collaborate with legal and professional services to achieve quality outcomes.
• Review and resolve complex matters and substantial complaints.
• Provide mentorship to junior staff within the team.
• Answer enquiries via phone, email, mail and in person about estates, trusts, and POA matters.
• Provide general guidance about NSWTG processes and requirements.

Skills

Financial acumen

Prioritisation

Interpersonal skills

Customer service

Communication

Team mentoring

Job description

NSW Trustee and Guardian is seeking a Senior Client Service Officer (Client Establishment) to join the Parramatta team. This ongoing full‑time role handles complex enquiries, coordinates documentation, and supports establishment of estates, trusts and Power of Attorney matters, with a hybrid work option after three months.

You will mentor junior staff, liaise with legal and professional services to achieve quality outcomes for customers, and ensure timely processing.