Client Service Officer - Estate Planning and Administration

Make a real difference at moments that matter.

• We are filling current and future temporary vacancies. 35 hours per week.
• Location: This role is based in 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: Level 3/4. Base salary $87,199 p.a. to $95,482 p.a. plus 12% superannuation and annual leave loading.

About us 

At NSW Trustee and Guardian our purpose is to support the rights, welfare, and interests of the people of NSW. The agency supports the NSW Trustee, the Public Guardian and the Commissioner of Dormant Funds to carry out their statutory functions. We do this by providing a range of customer-centred services, including Will-making, trustee, financial management and guardianship services, including some for the state’s most vulnerable people.

We support over 50,000 customers annually and manage almost seven billion dollars in customer assets. A NSW government agency within the Communities and Justice Portfolio, our services help support and protect people at critical moments in their lives.

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 LGBTQIA+ community and people from culturally diverse backgrounds.

About the team 

The Estate Planning and Administration division is responsible for delivering NSW Trustee and Guardian’s commercial services in Will making, as trustee, attorney, and as administrator/executor of deceased estates.

The teams 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. The division delivers high quality service using a customer-centred approach and is delivered by:

• Estate Administration
• Trust and Powers of Attorney administration
• Intestate, Life Estates and Crime Confiscation/Civil Forfeiture administration
• Wills and Estate Planning

About the role

NSW Trustee and Guardian are looking for empathetic, organised and detail-focused Client Service Officers to support customers, beneficiaries and families through estate and trust administration.

In this role, you’ll manage a portfolio of matters, work with legal, taxation, property and financial specialists, and help deliver timely, respectful and customer-centred outcomes.

Trust Administration:

Make a meaningful difference by managing trust matters with accuracy, empathy and care. As a Client Service Officer in Trust Administration, you will support beneficiaries and stakeholders while ensuring each matter is administered efficiently and in line with NSWTG’s responsibilities.

You will manage a portfolio of 40–70 trusts, contribute to 6,000 pooled matters and build trusted relationships through clear, professional and compassionate communication.

In this varied role, you will:

• Process incoming funds, claims and distributions to beneficiaries.
• Assess funding requests and obtain supporting documentation.
• Liaise with solicitors, banks, insurers, financial institutions and government agencies.
• Interpret wills, deeds, legal documents and relevant legislation.
• Partner with legal, taxation, property and professional services specialists to deliver quality customer outcomes.
• Build strong relationships with beneficiaries and their parents or guardians through regular, compassionate updates.

Deceased Estate Administration:

Make a meaningful difference by guiding deceased estates through each stage with care, accuracy and professionalism.

You will manage a portfolio of 40–70 estates, build trusted relationships with beneficiaries and collaborate with specialist teams to deliver timely, customer-focused outcomes.

In this rewarding role, you will:

• Interpret wills and legal documents.
• Prepare and submit court applications.
• Liaise with banks, insurers, financial institutions and government agencies.
• Pay claims and distribute estate assets to beneficiaries.
• Keep beneficiaries informed through clear, empathetic communication.
• Partner with legal, taxation, property and professional services specialists to achieve quality outcomes.

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

About you

Application is encouraged if you demonstrate the following skills, knowledge and experience:

• Sound financial judgement, initiative and strong problem-solving skills.
• The ability to prioritise competing demands and meet deadlines.
• Knowledge of estate, trust or power of attorney administration—or the motivation to learn.
• Experience interpreting legislation or working in a highly regulated environment.
• Excellent communication, customer service and relationship-building skills.
• A flexible, collaborative approach and willingness to work across teams to support customers.

If you’re motivated by purpose, service and helping people navigate important life events, we’d love to hear from you.

Essential requirements 

• Ability to work at our Parramatta office.
• Willingness to be a part of a rotating phone roster shared on an equitable basis covering morning and afternoon shifts (between the hours of 9.00am to 5.00pm).
• Willingness to have phone calls and team email accounts monitored for quality assurance and training purposes, and to participate in one-to-one review sessions for calls and emails.
• Understand the Department’s Flexible Working Hours Agreement and to work within the required bandwidth.

What we offer

NSW Trustee and Guardian offers interesting, challenging and rewarding work that has real purpose. Other benefits of joining us include:

• work-life balance with flexible work options (start/finish times)
• 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 information about joining us, visit the Careers page on our website.

How to apply

To apply for this role:

• Complete the online application
• Submit a resume (maximum five pages)
• Submit brief cover letter (maximum two pages) outlining your skills, experience and suitability

For temporary or multiple roles 

To be eligible for employment in NSW Trustee and Guardian, you must be an Australian or New Zealand citizen, or a permanent resident. 

For ongoing roles 

To be eligible for ongoing employment in NSW Trustee and Guardian, you must be an Australian or New Zealand citizen, or an Australian permanent resident.

Read: writing your job application for tips on the application process.

Visit the Capability Application Tool to prepare for the recruitment process by accessing practice applications and interview questions based on the focus capabilities listed in the role description.

Closing date

Applications close 11:59pm, Sunday 30 August 2026.

For enquiries about the role, please contact Karl Tolic Senior Manager, Estate Planning and Administration, via email **********@tag.nsw.gov.au. 

For enquiries about the recruitment process, please contact Antonio Caswell, Talent Advisor via email: ***************@tag.nsw.gov.au. 

Please do not send your applications directly via email, LinkedIn, or SEEK. Only applications submitted via the online portal will be accepted. 

Please note:

• If you need an adjustment in the recruitment process, please contact People and Culture via email at ***************@tag.nsw.gov.au
• 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. 

Thank you for your interest in this role. We look forward to receiving your application.