Client Service Officer Estate Planning and Administration
NSW Department of Communities and Justice
Job Overview
Who's the hiring manager?
Sign up to PitchMeAI to discover the hiring manager's details for this job. We will also write them an intro email for you.
Job Description
About NSW Trustee and Guardian
At NSW Trustee and Guardian, we protect, promote and support the rights, dignity, choices and wishes of our customers, handling critical moments in their lives with care. Our work spans will writing, estate administration, trust, and powers of attorney matters.
About the Role - Client Service
The Client Service Officer Estate Planning and Administration role is a frontline position dealing with enquiries regarding estates, trusts and powers of attorney. The role involves managing high volumes of inbound correspondence via phone, email, and face-to-face interactions, processing applications, conducting investigations, and collaborating with legal and professional services.
- Answering enquiries through various channels.
- Processing applications and managing documentation.
- Interpreting wills and legal documents.
- Coordinating with multiple internal teams and stakeholders.
About the Role - Trust and Deceased Estate Administration
The role also includes specific responsibilities in Trust Administration and Deceased Estate Administration. Tasks include managing trust funds, processing claims, distributing assets, and maintaining communication with beneficiaries, solicitors, and financial institutions.
- Handling transactional work and fund inquiries.
- Interpreting legal documents and submission to courts.
- Maintaining professional, empathetic communications with beneficiaries.
Work Arrangements and Team Environment
This is a full-time position based in Parramatta at the Parramatta Justice Precinct Office. Initially, the candidate must work in the office full time for at least three months, after which a hybrid working arrangement (minimum three days in-office and up to two days work-from-home) may be negotiated.
Key skills/competency
Customer service, estate administration, trust management, legal interpretation, document processing, financial acumen, problem-solving, multi-channel communication, teamwork, adaptability.
How to Get Hired at NSW Department of Communities and Justice
- Research NSW Trustee and Guardian: Understand mission, values, and recent news.
- Customize your resume: Highlight estate and trust administration skills.
- Emphasize customer service: Demonstrate strong interpersonal skills.
- Prepare for interviews: Review case studies and legal scenarios.
Frequently Asked Questions
Find answers to common questions about this job opportunity
Explore similar opportunities that match your background