NSW Trustee and Guardian are recruiting now to establish a talent pool to fill future ongoing and temporary vacancies within Estate Planning and Administration Divisions over the next 18 months.Location: Parramatta, Newcastle and Broken Hill.Clerk Grade: 3/4. Base salary $79,032 to $86,539 plus super and annual leave loading. This is a unique opportunity to join NSW Trustee & Guardian in a frontline role to provide exceptional customer service, and make important, positive differences to our customers, their families, carers and important people in their lives. About UsAt NSW Trustee and Guardian, we protect, promote and support the rights, dignity, choices and wishes of our customers. Whether we are writing a Will, acting as an executor, attorney, trustee, guardian, or financial manager, we are here for critical moments in our customers’ lives. Join our dedicated NSW Government agency and make a difference in the lives of over 47,000 people each year. Our commitment to diversityOur workplace reflects the diverse community we serve. We encourage applications from all backgrounds, experiences, and abilities. This includes women, people with disability, Aboriginal and Torres Strait Islanders, the LGBTI community and people from culturally diverse backgrounds. About the teamThe Estate Planning and Administration division is responsible for delivering NSW Trustee and Guardian’s commercial services in Will making, as trustee, attorney, and as administrator/executor of deceased estates. The teams administer assets in accordance with the functions and obligations under the relevant legislation and makes legal decisions within legal frameworks and NSWTG’s prescribed delegations. The division delivers high quality service using a customer-centred approach and is delivered by: Estate Administration Trust and Powers of Attorney administrationIntestate, Life Estates and Crime Confiscation/Civil Forfeiture administrationWills and Estate Planning About the roleThe Client Service Officer is part of the Estate Administration team collectively responsible for delivering high quality, consistent and timely administration of Deceased Estates. The role directly administers between 40-70 Deceased Estates at various stages of the administration process and maintains regular, professional, and empathetic communication with internal stakeholders, external stakeholders and beneficiaries. The role involves (but is not limited to) the following responsibilities: Interpretation of Wills and other legal documents.Collating and submitting 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. For more information, view the role description here. This role has the option, after three (3) months of employment for a hybrid working arrangement, working from home up to two (2) days per week, subject to business requirements. Ongoing professional development, with regular structured training and development programs, mentorship and coaching by team leaders will contribute to your success in the role. About youOur ideal candidate has:Strong financial acumen, initiative and problem-solving skills, coupled with a demonstrated ability to prioritise work and meet deadlines.An understanding of, or willingness to acquire knowledge of the procedures and practices specific to administration of Estates, Trusts and Powers of AttorneyAn understanding of, or willingness to acquire knowledge of the personal trustee industry in the administration of Estates, Trusts and Powers of Attorney mattersAn understanding of, or willingness to acquire 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 & develop strong working relationships and open channels of communications across all teams in the Estate Planning & Administration division, other NSWTG divisions and external stakeholdersAn ability to be a flexible and adaptable individual who is willing to rotate across all teams within Estate Planning & Administration to ensure optimum service is delivered to customers. Sound like you? We would love to hear from you Essential requirements Ability to work at either our Parramatta, Newcastle or Broken Hill offices.Available to work between the hours of 9:00am and 5:00pm.Willingness to have phone calls and team email accounts monitored for quality assurance and training purposes, and to participate in one-to-one review sessions for calls and emails. What we offerNSW Trustee & Guardian offers interesting, challenging and rewarding work that has real purpose.Other benefits of joining us include:work-life balance with flexible work options (working from different work locations, variable start/finish times, job sharing)various leave options (recreation, parental, and flex leave of up to 24 days per year)career development including study leave and acting opportunitiesaccess to Fitness Passport and employee assistance program, and annual flu vaccinations Be part of something bigger. For more information about joining us, visit the Careers page on our website. How to applyComplete the online applicationSubmit a resume (maximum five pages) and brief cover letter (maximum two pages) outlining your skills, experience and suitabilityAnswer the following targeted questions (maximum two pages):Explain what strategy you would employ to manage a workload of between 40-70 deceased estate matters. Consider that each matter is at a different stage of administration and beneficiaries need to be regularly kept informed regarding progress.Provide an example of a difficult customer service situation you have dealt with. Describe the situation, how you communicated with the customer and what was the outcome of the situation.What steps would you take to ensure you understand the policies and procedures within NSW Trustee & Guardian. Read: writing your job application for tips with the application process. Closing dateApplications close 11:59pm Sunday, 7th April 2024. For enquiries about the role, please contact Workforce Support via email workforce.supporttag.nsw.gov.au.For enquiries about the recruitment process, please contact Lisa Smith, Talent Advisor by email: lisa.smithtag.nsw.gov.au. Please do not send your applications directly via email or LinkedIn. Only applications submitted via the online portal will be accepted. Please note:Offers of employment will be subject to reference checks and relevant clearances.A talent pool may be created for future ongoing and temporary roles and is valid for 18-months.If you would like to request an adjustment in the recruitment process, please contact People and Culture via email: peopleandculturetag.nsw.gov.au.