Department: Customer and Trust Accounts
Department/Agency: NSW Trustee and Guardian
Location:
Parramatta, NSW, AU, 2150
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Req ID: 85212
Finance Officer – NSW Trustee and Guardian
Two full-time ongoing vacancies. 35 hours per week.
Location: Parramatta. Flexible and hybrid working options available.
Clerk Grade 3/4: $87,199 to $95,482 per annum, plus 12% superannuation, plus 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
Financial Performance and Investments comprise teams supporting the financial and investment needs of our clients as well as maintaining, enhancing, and protecting their assets. These services cover the management of properties, shares, investments, and other personal assets; the processing of customer and third-party payments and receipts; the handling of a range of taxation matters; developing financial plans and budgets to support our customers; and providing corporate frameworks, tools and services for Procurement, Project Management Governance, and Budgeting and Reporting to the organisation
About the role
As a Finance Officer, you will support NSW Trustee and Guardian’s financial services by processing transactions, completing reconciliations, managing accounts activities, responding to stakeholder enquiries, and contributing to accurate financial reporting. This role is a great opportunity to build your finance career while supporting services that make a meaningful community impact.
We have two ongoing opportunities within the Customer Financial Services Branch—one in the Client Accounts team and one in the Client Investment Administration team. Successful candidates may also have the opportunity to build capability across both teams and work flexibly across either area when required.
The Client Accounts team is responsible for the management of client financial transactions, including receipting, payments, bank reconciliations, transaction processing, and the maintenance of accurate financial records.
The Client Investment Administration team is responsible for maintaining accurate records for our customers externally held investments including processing transactions on bank accounts, managed funds, superannuation and share portfolios.
For more information about the position, view the role description.
About you
You are a detail-oriented and customer-focused finance professional who enjoys working in a fast-paced environment. You take pride in producing accurate work, building positive relationships with stakeholders, and contributing to continuous improvement initiatives.
You will bring:
Experience in finance (accounting / accounts payable / account reconciliation), business administration or financial services (superannuation / investments / banking)
Tertiary qualifications in Finance, Accounting, Commerce, or a related discipline.
Strong attention to detail and accuracy in processing financial transactions and maintaining records.
Strong customer service, communication, and stakeholder management skills.
Ability to manage competing priorities and meet deadlines in a high-volume environment.
Strong analytical, problem-solving, and decision-making skills.
Proficiency in Microsoft Office applications, particularly Excel, and experience using financial management systems.
Ability to work collaboratively and contribute to team and organisational objectives.
Sound like you? We would love to hear from you!
Essential requirements
Demonstrated experience in a related field such as finance, accounting or systems.
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 (working from different work locations, variable start/finish times, job sharing)
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 a brief cover letter (maximum two pages) outlining your skills, experience and suitability for the role
Answer the following targeted question when prompted within the application process (Maximum 500 words each):
Targeted Question: Describe your relevant experience working in a finance / administration / financial services role. What types of financial transactions, reconciliations, reporting, investment implementation or accounts-related activities have you been responsible for, and how did you ensure accuracy in your work? (Max. 500 words)
Read: writing your job application for tips with 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, Tuesday 18 August 2026
For enquiries about the role, please contact Tatiana Jalba, Manager, Customer and Trust Accounts on email
[email protected]
For enquiries about the recruitment process, please contact Hina Maudarbocus, Talent Advisor on
[email protected]
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
[email protected]
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.
