Senior Estate Planning & Client Establishment Officer

the original; Sydney; Hybrid; AUD 103,000 - 114,000; Full time

Benefits offered by this job

Work-life balance with flexible work

Hybrid work option after probation

12% superannuation

Annual leave loading

Job summary

NSW Trustee and Guardian is seeking a Senior Client Service Officer (Client Establishment) in Parramatta to handle new estate, trust and Power of Attorney matters. It is a fast-paced role managing a large volume of inquiries and complex investigations.

After three months, a hybrid work arrangement is available up to two days per week. Salary ranges from AUD 102,936 to AUD 113,579 per year plus 12% superannuation and annual leave loading.

Qualifications

• Experience handling complex estate, trust and POA matters.
• Ability to interpret wills and legal documents.
• Excellent interpersonal and customer service skills.
• Willingness to rotate across teams within Estate Planning and Administration division.

Responsibilities

• Process applications and co-ordinate documentation with NSWTG systems.
• Interpret complex wills and relevant legislation to achieve quality outcomes.
• Collaborate with legal and professional services to resolve complex matters and complaints.
• Provide mentorship and coaching to junior staff within the team.
• Answer enquiries by phone, email, mail, and face-to-face relating to establishment of estates, trusts and POA matters.

Job description

NSW Trustee and Guardian is seeking a Senior Client Service Officer (Client Establishment) in Parramatta to handle new estate, trust and Power of Attorney matters. It is a fast-paced role managing a large volume of inquiries and complex investigations.

After three months, a hybrid work arrangement is available up to two days per week. Salary ranges from AUD 102,936 to AUD 113,579 per year plus 12% superannuation and annual leave loading.