Job Description
Full job description
Division: Estate Planning & Admin
Location: Parramatta, NSW, AU, 2150
Req ID: 6+0+1
NSW Trustee and Guardian are recruiting for Client Service Officer within the Trust Administration Team
3 x Full-time temporary positions available until 30 June 2026 with a potential for extension.
Location: Parramatta
This role has the option, after three (3) months of employment for a hybrid working arrangement, working from home up to two (2) days per week, subject to business requirements.
Clerk Grade: 3/4 Base salary $7+,032 pa to $86,53+ p.a. 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 Us
At NSW Trustee and Guardian, we protect, promote and support the rights, dignity, choices and wishes of our customers. Whether we are writing a Will, acting as an executor, attorney, trustee, guardian, or financial manager, we are here for critical moments in our customers’ lives. Join our dedicated NSW Government agency and make a difference in the lives of over 47,000 people each year.
Our commitment to diversity
Our workplace reflects the diverse community we serve. We encourage applications from all backgrounds, experiences, and abilities. This includes women, people with disability, Aboriginal and Torres Strait Islanders, the LGBTI community and people from culturally diverse backgrounds.
About the team – Trust Administration
The Trust Administration team is responsible for delivering NSW Trustee and Guardian’s commercial services as trustee. The team administer assets in accordance with the functions and obligations under the relevant legislation and makes legal decisions within legal frameworks and NSWTG’s prescribed delegations. We have recently started an exciting project within this space and will be expanding the team to tackle a number of key business initiatives.
About the role - Trust Administration
The Client Service Officer role within the Trust Administration team is responsible for the timely and accurate administration of Trust (including from long-term estate) matters where NSWTG is the nominated Trustee.
The role will directly manage allocated trusts and estates as well as assisting with the management of 6,000 pooled matters and maintains regular, professional and empathetic communication with internal stakeholders, external stakeholders and beneficiaries.
The role involves (but is not limited to) the following responsibilities:
Attending to transactional work regarding funds received, paying claims and preparing distributions of trust assets to beneficiaries when Trusts vest or beneficiaries become entitled to draw on funds.
Investigating requests for funds and obtaining appropriate documentation.
Writing to solicitors, banks, insurance agencies, financial institutions, and other government agencies.
Interpretation of Wills, Deeds and other legal documents and relevant legislation.
Working closely with taxation, account, legal and professional services, property teams and subject matter experts to achieve quality outcomes focused on customer needs.
Building and maintaining relationships with beneficiaries and their parents/guardians through regular communication and updates.
For more information, view the role descriptions below:
Role Description
About you
The ideal candidate has:
Strong financial acumen, initiative and problem-solving skills, coupled with a demonstrated ability to prioritise work and meet deadlines.
Understanding of, or willingness to acquire knowledge of the procedures and practices specific to administration of Estate and Trust matters
Understanding of, or willingness to acquire knowledge of the personal trustee industry in the administration of Estate and Trust matters
Understanding of, or willingness to acquire understanding of relevant legislation including NSW Trustee and Guardian Act, Succession Act, Probate and Administration Act and Trustee Act or evidence of having worked in a highly regulated environment.
Excellent interpersonal, customer service, communication and collaboration skills that will allow you to build and develop working relationships and open channels of communications across all teams in the Estate Planning and Administration division, other NSW Trustee and Guardian divisions and external stakeholders
An ability to be a flexible and adaptable individual who is willing to collaborate across all teams within Estate Planning and Administration division and other NSWTG teams to ensure optimum service is delivered to customers.
Sounds like you? We would love to hear from you!
Essential requirements
Ability to work at our Parramatta office.
Available to work between the hours of +:00am and 5:00pm.
What we offer
NSW Trustee and Guardian offers interesting, challenging and rewarding work that has real purpose.
Other benefits of joining us include:
Opportunity for hybrid role, with the ability to work from home up to 2 days per week (subject to business requirements) after 3 months of employment.
Ongoing professional development with regular structured training and development programs.
Mentorship and coaching by team leaders.
Competitive remuneration with the opportunity to progress for the right candidates.
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.
Be part of something bigger. For more about joining us, visit the Careers page on our website.
How to apply
Complete the online application
Submit a resume (maximum five pages) and brief cover letter (maximum two pages) outlining your skills, experience and suitability
Answer the following targeted questions when prompted within the applications process (500 words max each):
Targeted Question 1: Explain what strategy you would employ to manage a large workload of trust and estate matters. Consider that each matter is at a different stage of administration and beneficiaries need to be regularly kept informed regarding progress.
Targeted Question 2: Provide an example of a difficult customer service situation you have dealt with. Describe the situation, how you communicated with the customer and what was the outcome of the situation.
Read: writing your job application for tips with the application process.
Applications close: 11:5+pm, 1st September 2026
For enquiries about the role, please contact Adrian Julien, Service Centre Manager via email adrian.julien@tag.nsw.gov.au
For enquiries about the recruitment process, please contact Hina Maudarbocus, Talent Advisor via email hina.maudarbocus@tag.nsw.gov.au.
Please do not send your applications directly via email or LinkedIn. Only applications submitted via the online portal will be accepted.
Please note:
Offers of employment will be subject to reference checks and relevant clearances.
A talent pool may be created for future ongoing and temporary roles and is valid for 18-months.
If you need an adjustment in the recruitment process, please contact People and Culture via email at peopleandculture@tag.nsw.gov.au
Division: Estate Planning & Admin
Location: Parramatta, NSW, AU, 2150
Req ID: 6+0+1
NSW Trustee and Guardian are recruiting for Client Service Officer within the Trust Administration Team
3 x Full-time temporary positions available until 30 June 2026 with a potential for extension.
Location: Parramatta
This role has the option, after three (3) months of employment for a hybrid working arrangement, working from home up to two (2) days per week, subject to business requirements.
Clerk Grade: 3/4 Base salary $7+,032 pa to $86,53+ p.a. 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 Us
At NSW Trustee and Guardian, we protect, promote and support the rights, dignity, choices and wishes of our customers. Whether we are writing a Will, acting as an executor, attorney, trustee, guardian, or financial manager, we are here for critical moments in our customers’ lives. Join our dedicated NSW Government agency and make a difference in the lives of over 47,000 people each year.
Our commitment to diversity
Our workplace reflects the diverse community we serve. We encourage applications from all backgrounds, experiences, and abilities. This includes women, people with disability, Aboriginal and Torres Strait Islanders, the LGBTI community and people from culturally diverse backgrounds.
About the team – Trust Administration
The Trust Administration team is responsible for delivering NSW Trustee and Guardian’s commercial services as trustee. The team administer assets in accordance with the functions and obligations under the relevant legislation and makes legal decisions within legal frameworks and NSWTG’s prescribed delegations. We have recently started an exciting project within this space and will be expanding the team to tackle a number of key business initiatives.
About the role - Trust Administration
The Client Service Officer role within the Trust Administration team is responsible for the timely and accurate administration of Trust (including from long-term estate) matters where NSWTG is the nominated Trustee.
The role will directly manage allocated trusts and estates as well as assisting with the management of 6,000 pooled matters and maintains regular, professional and empathetic communication with internal stakeholders, external stakeholders and beneficiaries.
The role involves (but is not limited to) the following responsibilities:
Attending to transactional work regarding funds received, paying claims and preparing distributions of trust assets to beneficiaries when Trusts vest or beneficiaries become entitled to draw on funds.
Investigating requests for funds and obtaining appropriate documentation.
Writing to solicitors, banks, insurance agencies, financial institutions, and other government agencies.
Interpretation of Wills, Deeds and other legal documents and relevant legislation.
Working closely with taxation, account, legal and professional services, property teams and subject matter experts to achieve quality outcomes focused on customer needs.
Building and maintaining relationships with beneficiaries and their parents/guardians through regular communication and updates.
For more information, view the role descriptions below:
Role Description
About you
The ideal candidate has:
Strong financial acumen, initiative and problem-solving skills, coupled with a demonstrated ability to prioritise work and meet deadlines.
Understanding of, or willingness to acquire knowledge of the procedures and practices specific to administration of Estate and Trust matters
Understanding of, or willingness to acquire knowledge of the personal trustee industry in the administration of Estate and Trust matters
Understanding of, or willingness to acquire understanding of relevant legislation including NSW Trustee and Guardian Act, Succession Act, Probate and Administration Act and Trustee Act or evidence of having worked in a highly regulated environment.
Excellent interpersonal, customer service, communication and collaboration skills that will allow you to build and develop working relationships and open channels of communications across all teams in the Estate Planning and Administration division, other NSW Trustee and Guardian divisions and external stakeholders
An ability to be a flexible and adaptable individual who is willing to collaborate across all teams within Estate Planning and Administration division and other NSWTG teams to ensure optimum service is delivered to customers.
Sounds like you? We would love to hear from you!
Essential requirements
Ability to work at our Parramatta office.
Available to work between the hours of +:00am and 5:00pm.
What we offer
NSW Trustee and Guardian offers interesting, challenging and rewarding work that has real purpose.
Other benefits of joining us include:
Opportunity for hybrid role, with the ability to work from home up to 2 days per week (subject to business requirements) after 3 months of employment.
Ongoing professional development with regular structured training and development programs.
Mentorship and coaching by team leaders.
Competitive remuneration with the opportunity to progress for the right candidates.
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.
Be part of something bigger. For more about joining us, visit the Careers page on our website.
How to apply
Complete the online application
Submit a resume (maximum five pages) and brief cover letter (maximum two pages) outlining your skills, experience and suitability
Answer the following targeted questions when prompted within the applications process (500 words max each):
Targeted Question 1: Explain what strategy you would employ to manage a large workload of trust and estate matters. Consider that each matter is at a different stage of administration and beneficiaries need to be regularly kept informed regarding progress.
Targeted Question 2: Provide an example of a difficult customer service situation you have dealt with. Describe the situation, how you communicated with the customer and what was the outcome of the situation.
Read: writing your job application for tips with the application process.
Applications close: 11:5+pm, 1st September 2026
For enquiries about the role, please contact Adrian Julien, Service Centre Manager via email adrian.julien@tag.nsw.gov.au
For enquiries about the recruitment process, please contact Hina Maudarbocus, Talent Advisor via email hina.maudarbocus@tag.nsw.gov.au.
Please do not send your applications directly via email or LinkedIn. Only applications submitted via the online portal will be accepted.
Please note:
Offers of employment will be subject to reference checks and relevant clearances.
A talent pool may be created for future ongoing and temporary roles and is valid for 18-months.
If you need an adjustment in the recruitment process, please contact People and Culture via email at peopleandculture@tag.nsw.gov.au
💡 Quick Summary
Seeking a career-building opportunity? The Client Service Officer position is now open for candidates interested in the Government Job Alert sector. This role in Sydney offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Government Job Alert is a plus.