Hybrid Estate Planning & Trust Client Service Specialist in Sydney

Hybrid Estate Planning & Trust Client Service Specialist in Sydney

Sydney Full-Time 87000 - 95000 $ / year (est.) Hybrid
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At a Glance

  • Tasks: Support clients through estate and trust administration while managing a portfolio of trusts.
  • Company: NSW Trustee and Guardian, a supportive and empathetic workplace.
  • Benefits: Hybrid work after three months, competitive salary, superannuation, and annual leave.
  • Other info: Enjoy a balanced work-life with a 35-hour week and career growth opportunities.
  • Why this job: Make a meaningful impact by helping families navigate important life decisions.
  • Qualifications: Organised and empathetic individuals with strong communication skills.

The predicted salary is between 87000 - 95000 $ per year.

NSW Trustee and Guardian in Parramatta seeks empathetic, organised Client Service Officers to support customers, beneficiaries and families through estate and trust administration. You will manage a portfolio of 40–70 trusts and collaborate with legal, taxation, property and professional services specialists to deliver timely, respectful outcomes.

The role offers hybrid work after three months, 35 hours per week, with base salary of $87,199 to $95,482 plus 12% superannuation and annual leave.

Hybrid Estate Planning & Trust Client Service Specialist in Sydney employer: Nsw-Trustee-and-Guardian

NSW Trustee and Guardian is an exceptional employer that prioritises the financial wellbeing of its clients while fostering a supportive and inclusive work culture. Employees benefit from flexible hybrid working arrangements, ongoing professional development opportunities, and the chance to make a meaningful impact in the lives of vulnerable individuals. Join a dedicated team that values collaboration and strives for excellence in customer service.

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Contact Details:

Nsw-Trustee-and-Guardian Recruitment Team

We think you need these skills to ace Hybrid Estate Planning & Trust Client Service Specialist in Sydney

Communication Skills
Problem-Solving Skills
Attention to Detail
Time Management
Empathy
Adaptability
Teamwork