Principal Client Service Officer - Parramatta, Australia - NSW Trustee and Guardian

NSW Trustee and Guardian
NSW Trustee and Guardian
Verified Company
Parramatta, Australia

4 weeks ago

Olivia Brown

Posted by:

Olivia Brown

beBee Recruiter
Description
About the role

  • One ongoing fulltime opportunity
  • Talent pool created for future opportunities.
  • Location: Parramatta. Flexible and hybrid working options are available.
Clerk Grade: 7/8

  • Base salary: $106,025 pa to $117,363 pa plus super and annual leave loading.


This is a unique opportunity to join NSW Trustee and 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 the team


The Trust Administration team is responsible for the administration of trusts where NSW Trustee and Guardian is the appointed trustee.

Trusts under administration include damages trusts, trusts for young people, testamentary trusts and trusts for people with disability. The Trust Administration team is supported by a team of solicitors, accountants and financial planners.

About the role


As a Principal Client Service Officer (PCSO), you will provide leadership and management of the Trust Administration team to ensure trusts are administered in compliance with NSW Trustee and Guardian policies and procedures.

You will also be responsible for the delivery of the service to the beneficiaries of the trust in accordance with legal requirements, policies and procedures and in accordance with customer service standards.


Key responsibilities include:

  • Making decisions within clearly defined delegations
  • Overseeing the operations of the team including managing performance and productivity, ensuring customer service delivery standards are adhered to and identifying process improvements
  • Leadership of the team including staff resourcing, team briefings, mentoring, staff development and coordinating training as required
  • Complaint handling and providing advice to managers and members of the senior leadership team as required
- experience in developing and leading a high performing team and promoting a culture of accountability, customer service excellence and proactive file management
- a high-level understanding of the procedures and practices specific to the administration of Estates, Trusts, and Powers of Attorney
- a strong knowledge of the personal trustee industry and practical experience in the administration of Estates, Trusts, and Powers of Attorney matters, including the legal and legislative framework
- strong collaboration skills
- the ability to be agile, resilient and problem solve
- excellent time management skills, with the ability to prioritise and meet deadlines
- excellent written and verbal communication skills

For more information, view the role description below:
Principal Client Service Officer (Estate Planning & Administration)

Talent Pool


If you succeed in this recruitment, you may be assigned to the above-mentioned role or placed in a talent pool.

Sound like you?

Essential requirements

  • Tertiary qualifications and/or demonstrated equivalent industry or professional experience in relevant area.
  • Understanding of NSW Trustee and Guardian's key services and customer base including experience working and/or supporting people with disability, vulnerable or older people.
Our commitment to diversity

What we offer

NSW Trustee and Guardian offers interesting, challenging and rewarding work that has real purpose.

Other benefits of joining us include:

  • Worklife balance with flexible work options including flex leave.
  • Leave options including 14 weeks' parental or adoption leave.
  • Career development including access to study leave.
  • Fitness Passport
Be part of something bigger. For more about joining us, visit the Careers page on our website.
- attach a resume (max. five pages)
- attach a cover letter (max. two pages) outlining your skills, experience, and suitability for the role.
- address the essential requirements above and the two targeted questions below (max. two pages)


Targeted questions:

  • Provide an example of a complex case you were faced with that you needed to solve. What made the problem difficult or unique? What steps did you take to resolve it, and what was the outcome?
  • Describe a time when you identified a problem with a business process or task. How did you identify who needed to be involved in solving the problem, what actions were undertaken, and what was the result?
Applications close: 11:59pm Wednesday 1 May 2024


Please note:

  • If you wish to request an adjustment in the recruitment process or workplace, please inform us of your requirements in your cover letter.

PBA2Profession:
#Client_Services, #Community_Services, #Customer_Service, #Management


Sector:
#Community_Support_Services, #Families
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