In-Demand Financial planning client administration Jobs in Sydney, Nsw

Client Service Officer - Estate Planning and Administration
NSW Department of Communities and Justice —Parramatta NSW
- $87,199 - $95,482 a year
- Morning shift
- Hybrid work
- Customer service
- Parental leave
- Employee assistance program
14d
Client Services & Practice Administrator (Accounting & Financial Planning)
Simaco Partners Pty Ltd —Bankstown NSW
- $78,000 - $90,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick Apply
4d
Financial Planning Client Administration Assistant
Harvest Financial Group —North Sydney NSW
- $60,000 - $90,000 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Work from home
Quick Apply
1d
Client Service Officer - Estate Planning and Administration
NSW Trustee and Guardian —Sydney NSW
- $87,199 - $95,482 a year
- Full-time
- Hybrid work
- Customer service
- Parental leave
- Employee assistance program
14d
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
2d
Office and Client Coordinator - Sydney
Knowmore Legal Service —Sydney NSW
- Full-time
- Microsoft Office
- Administrative experience
- Time management
- Employee assistance program
Quick Apply
Escala - Wealth Management - Graduate Opportunity
Focus Partners Australia & Escala Partners —Sydney NSW
- Part-time
- Microsoft Excel
- Finance
- Administrative experience
Quick Apply
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
1d
Client Relationship Manager | Investor Relations Services
Link Group —Sydney NSW
- Hybrid work
- Administrative experience
- Organisational skills
- Financial services
- Parental leave
- Employee discount
Project Operations Coordinator
Argon & Co —St Leonards NSW
- Full-time
- Hybrid work
- CRM software
- Administrative experience
- Manufacturing
- Annual leave
- Parental leave
Quick Apply
2d
Contract Administrator Projects
BMIA Broker Network —Bella Vista NSW
- $80,000 - $87,000 a year
- Full-time
- Research
- Microsoft Office
- Finance
Quick Apply
Investment Administration Officer (EOI)
HUB24 —Sydney NSW
- Full-time
- Hybrid work
- Microsoft Excel
- Management
- Data analysis skills
- Parental leave
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
2d
Marketing Operations Coordinator
HammondCare —St Leonards NSW
- Full-time
- Hybrid work
- CRM software
- Marketing
- Salesforce
- Parental leave
- Referral program
11d
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
Client Services Officer | Newington
Family Planning Australia —Newington NSW
- Part-time
- Customer service
- Administrative experience
- Data entry
- Annual leave
- Parental leave
Quick Apply
9d
Event Coordinator
Public Sector Network —Sydney NSW
- Full-time
- Hybrid work
- Administrative experience
- Communication skills
- Time management
Quick Apply
Internship or Work Experience
Firstclass.com.au —Sydney NSW
- Part-time
- Hybrid work
- Microsoft Excel
- Sales
- Customer service
- Opportunities for advancement
- Referral program
Team Assistant, Reinsurance
Aon Corporation —Sydney NSW
- Part-time
- Microsoft Office
- Administrative experience
- Financial services
2d
Customer Service Officer
Hoxton Wealth —Sydney NSW
- Full-time
- Administrative experience
- Organisational skills
- Financial services
Quick Apply

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Client Service Officer - Estate Planning and Administration

NSW Department of Communities and Justice -
Parramatta NSW

Apply Now

Job Details

$87,199 - $95,482 a year
14 days ago

Benefits

Parental leave
Employee assistance program

Qualifications

Customer service

Full Job Description

Department: Estate Administration
Department/Agency: NSW Trustee and Guardian

Location:
Parramatta, NSW, AU, 2150

#job-location.job-location-inline { display: inline; }
Req ID: 85586

Client Service Officer - Estate Planning and Administration – NSW Trustee and Guardian

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 [email protected].

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.

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

Apply Now

Refine Your Search

financial planning client administration jobs in sydney, nsw

Client Service Officer - Estate Planning and Administration

Client Services & Practice Administrator (Accounting & Financial Planning)

Financial Planning Client Administration Assistant

Client Service Officer - Estate Planning and Administration

Senior Client Service Officer - Estate Planning and Administration

Office and Client Coordinator - Sydney

Escala - Wealth Management - Graduate Opportunity

Senior Client Service Officer - Estate Planning and Administration

Client Relationship Manager | Investor Relations Services

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Contract Administrator Projects

Investment Administration Officer (EOI)

Senior Client Service Officer - Estate Planning

Marketing Operations Coordinator

Operations Manager - NDIS Service Provider

Client Services Officer | Newington

Event Coordinator

Internship or Work Experience

Team Assistant, Reinsurance

Customer Service Officer

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