At a Glance
- Tasks: Support beneficiaries in estate planning and trust administration while managing a diverse portfolio.
- Company: NSW Trustee and Guardian, dedicated to making a difference in people's lives.
- Benefits: Hybrid work options, supportive team environment, and opportunities for professional growth.
- Other info: Join a dynamic team in Parramatta with a focus on collaboration and community support.
- Why this job: Make a real impact by helping others navigate their estate planning journey.
- Qualifications: Empathy, organisation skills, and a passion for client service.
The predicted salary is between 75600 - 92400 $ per year.
NSW Trustee and Guardian seeks empathetic, organized Client Service Officers to support beneficiaries through estate planning and trust administration.
You will manage a portfolio of 40-70 trusts and contribute to 6,000 pooled matters, coordinating with legal, taxation and property specialists to deliver accurate outcomes.
The role is Parramatta-based with an option for hybrid work after three months, subject to business needs.
Hybrid Estate Planning & Trusts Lead - Client Services in Parramatta employer: Department: Estate Administration
Department: Estate Administration offers a supportive work environment focused on the rights and welfare of the people of NSW. Employees benefit from competitive salaries, flexible working arrangements, and the opportunity to make a meaningful impact in the community. The agency provides a range of customer-centred services, ensuring professional growth and stability for its staff.
Contact Details:
Department: Estate Administration Recruitment Team
