Advisory Officer - Parramatta, Australia - NSW Department of Communities and Justice

NSW Department of Communities and Justice

Verified Company

Parramatta, Australia

3 weeks ago

Posted by:

Olivia Brown

beBee Recruiter

Description

Division:
Legal and Professional Services- Location: Parramatta, NSW, AU, 2150- Req ID: 60678
Advisory Officer - Financial Planning

Are you passionate about supporting the people of NSW? We have a unique opportunity for a financial advisor

1x ongoing fulltime opportunity, 35 hours per week.
Parramatta location with flexible and hybrid working options available.
Clerk Grade Level 3/4. Base salary $75,992 up to $83,211 per year, plus superannuation and annual leave loading.

About us
NSW Trustee Guardian protects, promotes, and supports the rights, dignity, choices and wishes of the people of NSW.

The agency supports the Chief Executive Officer and the Public Guardian to provide customer-centred services to the people of NSW, including some of the state's most vulnerable.

We do this by providing a range of multidisciplinary services including Will-making, estate planning, executorship, trustee, financial management and guardianship services.

We write more than 13,000 estate planning documents each year, support over 47,000 customers annually and manage over seven billion dollars in customer assets.

A NSW government agency within the Stronger Communities Cluster, our services help support and protect people at critical moments in their lives.

Our commitment to diversity

About the team
The Legal and Professional Services division provides expert legal, taxation, financial planning, and genealogy services to customers across the entire agency

About the role

The Advisory Officer is responsible for providing support in delivering high quality, timely and customer focused advice and service to clients.

In this role, you will be the first point of contact in responding to queries regarding entitlements and changes to legislation and requirements and you will escalate difficult matters, appeals and significant complaints as required.

You will contribute to improving processes that support the management of client matters.

For more information about the position, view the role description.

About you

We are looking for a financial advisor to join our team in the provision of financial planning advice and services.

Strong communication and interpersonal skills.
Experience in delivering exceptional customer service.
Ability to manage competing priorities and demands.
Ability to promote and enhance a positive culture within the team and other staff within NSW Trustee & Guardian.

Sound like you? We would love to hear from you

Essential requirements

Understanding of financial planning procedures and standards
Knowledge of benefit entitlements and requirements, such as Centrelink and Department of Veterans' Affairs benefits.
Understanding of NSW government and NSWTG's key services and client base.
All roles in NSWTG require a willingness to have phone calls monitored for quality and training purposes.

What we offer
NSW 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 locations, variable start/finish times, job sharing)
Including flex leave (accrue up to 24 extra days per year)
Various leave options (recreation, parental, and flex leave of up to 24 days per year)
Career development including study leave and acting opportunities
Access to Fitness Passport and employee assistance program, and annual flu vaccinations

For more information about us, visit the Careers page on our website.

Submit a resume (maximum five pages) and a cover letter (maximum two pages) outlining your skills, experience, and suitability

Applications close: 11:59pm,
Sunday 06 August 2023

Notes:

If you need an adjustment in the recruitment process or workplace, please let us know.
A talent pool may be created for future ongoing and temporary roles and is valid for 18months.