Senior Client Service Lead, Estate Planning

NHS University Hospitals of Liverpool Group; Sydney; Vor Ort; AUD 65.000 - 90.000; Vollzeit

Zusammenfassung

NSW Trustee and Guardian is seeking a Senior Client Service Officer (Client Establishment) to join the Estate Planning and Administration division. The role handles a high volume of inquiries for new estate, trust, and Power of Attorney matters, performing investigations and data entry across NSWTG systems.

You’ll mentor junior staff, collaborate with legal and professional teams, and provide guidance to ensure high-quality customer outcomes in a fast-paced environment.

Qualifikationen

• Experience handling high volume inquiries for establishment of estates, trusts or powers of attorney.
• Proven data entry accuracy and attention to detail.

Aufgaben

• Handle a high volume of inquiries for new estate, trust, and Power of Attorney matters.
• Perform investigations and data entry across NSWTG systems.
• Mentor junior staff and provide guidance to ensure high-quality customer outcomes.

Kenntnisse

Data entry

Customer service

Mentoring

Jobbeschreibung

NSW Trustee and Guardian is seeking a Senior Client Service Officer (Client Establishment) to join the Estate Planning and Administration division. The role handles a high volume of inquiries for new estate, trust, and Power of Attorney matters, performing investigations and data entry across NSWTG systems.

You’ll mentor junior staff, collaborate with legal and professional teams, and provide guidance to ensure high-quality customer outcomes in a fast-paced environment.