Senior Estate Planning & Administration Officer

Nsw-Trustee-and-Guardian; Cockburn; Hybrid; AUD 103,000 - 114,000; Full time

Benefits offered by this job

Leave options

Study leave

Fitness Passport

Employee assistance program

Flu vaccinations

Job summary

NSW Trustee and Guardian is seeking a Senior Branch Officer in Broken Hill to administer complex deceased estates and draft estate planning documents. The role balances independent, meticulous work with collaborative stakeholder engagement across internal teams and external agencies.

You will manage 30-50 estates, interpret wills, and coordinate with taxation, legal and property specialists to achieve client-focused outcomes.

Qualifications

• Interpret complex wills and legal documents.
• Collate and submit complex court applications.
• Liaise with banks, insurers and government agencies.
• Distribute estate assets to beneficiaries.
• Draft wills, powers of attorney and enduring guardianship documents.

Responsibilities

• Administer 30-50 complex deceased estates at various stages.
• Maintain professional, empathetic communication with stakeholders.
• Collaborate with taxation, legal and property teams to ensure quality outcomes.
• Build relationships with beneficiaries through regular updates.

Skills

Financial acumen

Initiative

Problem solving

Prioritisation

Communication

Job description

NSW Trustee and Guardian is seeking a Senior Branch Officer in Broken Hill to administer complex deceased estates and draft estate planning documents. The role balances independent, meticulous work with collaborative stakeholder engagement across internal teams and external agencies.

You will manage 30-50 estates, interpret wills, and coordinate with taxation, legal and property specialists to achieve client-focused outcomes.