In-Demand Services officer financial planning Jobs in Sydney, Nsw

Senior Client Service Officer - Estate Planning and Administration
NSW Department of Communities and Justice —Parramatta NSW
- $102,936 - $113,579 a year
- Full-time
- Hybrid work
- Customer service
- In-person
- Communication skills
- Parental leave
- Employee assistance program
7d
Accounts Payable Officer, Perpetual Wealth
Perpetual Limited —Sydney NSW
- Full-time
- Microsoft Excel
- Accounting
- Communication skills
- Work from home
Operations Manager - NDIS Service Provider
Good Directions —Hornsby NSW
- From $175,000 a year
- Full-time
- Hybrid work
- Management
- Sales
- Business development
- Travel reimbursement
- Work from home
Quick Apply
Senior Client Service Officer - Estate Planning
NSW Trustee and Guardian —Sydney NSW
- $102,936 - $113,579 a year
- Full-time
- Hybrid work
- Customer service
- In-person
- Communication skills
- Parental leave
- Employee assistance program
7d
Executive Support Officer
NSW Department of Communities and Justice —Parramatta NSW
- $102,936 - $113,579 a year
- Full-time
- Hybrid work
- Administrative experience
- Employee assistance program
6d
Finance Officer
Planet Plumbing —Campsie NSW
- Up to $90,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Executive Support Officer
Transport For NSW —Mascot NSW
- $111,625 - $122,786 a year
- Full-time
- Communication skills
8h
Accounts Receivable Officer, Perpetual Wealth
Perpetual Limited —Sydney NSW
- Full-time
- Management
- Microsoft Office
- Organisational skills
- Work from home
Operations Manager
The Bread and Butter Project —Marrickville NSW
- From $100,000 a year
- Full-time
- Management
- Bakery
- In-person
- Paid training
- On-the-job training
Quick Apply
Scylla Project Support Officer
Thales —Rydalmere NSW
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Health insurance
- Parental leave
Senior Client Service Officer - Estate Planning and Administration
NSW Trustee and Guardian —Sydney NSW
- $102,936 - $113,579 a year
- Full-time
- Hybrid work
- Customer service
- In-person
- Communication skills
- Parental leave
- Employee assistance program
6d
Corporate Accountant
Sydney Fish Market —Glebe NSW
- $110,000 - $130,000 a year
- Full-time
- Microsoft Excel
- Finance
- Bachelor's degree
Quick Apply
14d
Coordinator Building & Renewal
Bayside City Council —Rockdale NSW
- Full-time
- Construction experience
- Budgeting
- Leadership
- Parental leave
- Employee assistance program
9d
Corporate and Workplace Solutions, Facilities Management, Associate, Sydney
Goldman Sachs —Sydney NSW
- Full-time
- Master's degree
- Bachelor's degree
- Organisational skills
- Travel reimbursement
- Health insurance
Senior Officer - Transfers Planning - Container Parks - Oceania - APAC
DP World Australia Container Parks Pty Ltd —Port Botany NSW
- Full-time
- Management
- Analysis skills
- Communication skills
Quick Apply
12d
Facility Officer
Homart Pharmaceuticals Pty Ltd —Rydalmere NSW
- Full-time
- Administrative experience
- Construction experience
- In-person
- Employee discount
- Professional development assistance
Quick Apply
Associate Director, Technology Business Operations
Premier's Department —Sydney NSW
- $149,739 - $178,369 a year
- Full-time
- Business
- Employee assistance program
6d
Customer Service Officer
Hoxton Wealth —Sydney NSW
- Full-time
- Administrative experience
- Organisational skills
- Financial services
Quick Apply
Enterprise Account Executive – AI & Financial Services
Neo4j —Sydney NSW
- Azure
- Sales
- Salesforce
Head of Risk - Advice, Finance & Enterprise Services
Insignia Financial Ltd —Sydney NSW
- Full-time
- Management
- Presentation skills
- Financial services

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Senior Client Service Officer - Estate Planning and Administration

NSW Department of Communities and Justice -
Parramatta NSW

Apply Now

Job Details

Full-time
$102,936 - $113,579 a year
7 days ago

Benefits

Parental leave
Employee assistance program

Qualifications

Customer service
Financial acumen
Communication skills

Full Job Description

Department: Service Centre 2
Department/Agency: NSW Trustee and Guardian

Location:
Parramatta, NSW, AU, 2150

#job-location.job-location-inline { display: inline; }
Req ID: 86013

Senior Client Service Officer (Estate Planning and Administration) – NSW Trustee and Guardian

Temporary full-time vacancy up to 30 June 2028. 35 hours per week.
Location: This role is based in our Parramatta office. For new employees, you will be required to attend the Parramatta office on a full-time basis (5 days per week) for the first three (3) months. After three (3) months of employment, a hybrid working arrangement can be negotiated, working in the Parramatta office three (3) days per week and working from home up to two (2) days per week, subject to business requirements.
Clerk Grade: Level 5/6. Base salary $102,936 p.a. to $113,579 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
Join NSW Trustee and Guardian as a Senior Client Service Officer and play a key role supporting people through important life decisions and estate planning matters. In this role, you will manage complex client enquiries, deliver high-quality service, support colleagues, and help customers navigate sensitive matters with care, professionalism and confidence.

This is an exciting opportunity that will see you:
Deliver high-quality, timely and customer-focused services.
Manage complex client enquiries and transactions within delegation.
Escalate difficult matters, risks and complaints as required.
Support, guide and share knowledge with Client Service Officers.
Work with internal teams and stakeholders to achieve client outcomes.
Use systems and processes to manage work accurately and efficiently.
Identify opportunities to improve service delivery and processes.
Model NSW Trustee and Guardian values and public sector standards.

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

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

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 Estates, Trusts and Powers of Attorney
Understanding of, or willingness to acquire knowledge of the personal trustee industry in the administration of Estates, Trusts and Powers of Attorney 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 rotate across all teams within Estate Planning and Administration division to ensure optimum service is delivered to customers.

If you’re an experienced service professional who thrives on problem-solving, empathy and purpose-driven work, we’d like to hear from you.

Essential requirements

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 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 (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

Answer the following targeted question (maximum one page):
Describe a time when you managed a complex customer matter involving competing priorities. What actions did you take to ensure a positive customer outcome, how did you manage risks or escalation requirements, and what was the result?

For temporary roles
To be eligible for 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, Thursday 10 September 2026.

For enquiries about the role, please contact Jay Balchand, Service Centre Manager via email: Jay.Balchand@tag,nsw.gov.au

For enquiries about the recruitment process, please contact Antonio Caswell, Talent Advisor via email: [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.

Apply Now

Refine Your Search

services officer financial planning jobs in sydney, nsw

Senior Client Service Officer - Estate Planning and Administration

Accounts Payable Officer, Perpetual Wealth

Operations Manager - NDIS Service Provider

Senior Client Service Officer - Estate Planning

Executive Support Officer

Finance Officer

Executive Support Officer

Accounts Receivable Officer, Perpetual Wealth

Operations Manager

Scylla Project Support Officer

Senior Client Service Officer - Estate Planning and Administration

Corporate Accountant

Coordinator Building & Renewal

Corporate and Workplace Solutions, Facilities Management, Associate, Sydney

Senior Officer - Transfers Planning - Container Parks - Oceania - APAC

Facility Officer

Associate Director, Technology Business Operations

Customer Service Officer

Enterprise Account Executive – AI & Financial Services

Head of Risk - Advice, Finance & Enterprise Services

I want to receive the latest job alert for services officer financial planning in sydney, nsw

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