Senior Estate Planning & Administration Officer

NSW Trustee and Guardian; Broken Hill; Hybrid; AUD 103,000 - 114,000; Full time

Benefits offered by this job

Leave options (up to 24 days/year)

Study leave and acting opportunities

Fitness Passport and EAP and flu shots

Job summary

NSW Trustee and Guardian in Broken Hill invites applications for a Senior Branch Officer in Estate Planning and Administration. The role administers 30–50 complex deceased estates and drafts estate planning documents, with a focus on high-quality customer service.

Based in Broken Hill with a potential hybrid arrangement after three months, you will collaborate with internal teams and stakeholders, interpret wills, and liaise with banks and government agencies to realise timely, compliant

Qualifications

• Strong financial acumen, initiative and problem-solving skills, coupled with a demonstrated ability to prioritise work and meet deadlines.
• Understanding of, or willingness to acquire knowledge of the procedures and practices specific to administration of Estates, Trusts and Powers of Attorney
• Understanding of, or willingness to acquire knowledge of the personal trustee industry in the administration of Estates, Trusts and Powers of Attorney matters
• Understanding of relevant legislation including NSW Trustee and Guardian Act, Succession Act, Probate and Administration Act and Trustee Act or evidence of having worked in a highly regulated environment.
• Excellent interpersonal, customer service, communication and collaboration skills that will allow you to build and develop working relationships and open channels of communications across all teams in the Estate Planning and Administration division, other NSW Trustee and Guardian divisions and external stakeholders
• An ability to be a flexible and adaptable individual who is willing to rotate across all teams within Estate Planning and Administration division to ensure optimum service is delivered to customers.
• Undertake and successful pass the NSWTG accreditation process to produce estate planning documents (wills, powers of attorney and enduring guardianship documents) within the first 6 months of employment.
• Understanding of NSW government and NSWTG’s key services and client base
• All roles in NSWTG require a willingness to have phone calls monitored for quality and training purposes

Responsibilities

• Interpretation of complex Wills and other legal documents.
• Collating and submitting complex applications to the courts.
• Writing to banks, insurance agencies, financial institutions, and other government agencies.
• Paying claims and preparing distributions of estate assets to beneficiaries.
• Building and maintaining relationships with beneficiaries through regular communication and updates.
• Working closely with taxation, legal and professional services, property teams and subject matter experts to achieve quality outcomes focused on customer needs.
• The role is also responsible for drafting estate planning documents including wills, power of attorney and enduring guardianship documents.

Skills

Financial acumen

Problem solving

Prioritisation

Communication

Interpersonal skills

Adaptability

Accreditation readiness

Regulatory knowledge

Stakeholder collaboration

Education

No specific degree stated

Tools

NSW government acts

Job description

NSW Trustee and Guardian in Broken Hill invites applications for a Senior Branch Officer in Estate Planning and Administration. The role administers 30–50 complex deceased estates and drafts estate planning documents, with a focus on high-quality customer service.

Based in Broken Hill with a potential hybrid arrangement after three months, you will collaborate with internal teams and stakeholders, interpret wills, and liaise with banks and government agencies to realise timely, compliant