Senior Client Service Officer (Client Establishment) - Estate Planning and Administration
Core
Frontline officer managing high-volume inbound correspondence, complex investigations, and establishment of new estates, trusts, and Powers of Attorney for vulnerable people.
Role type
Senior Client Service Officer (Client Establishment)
Builds
Estate, trust, and POA establishment services for the NSW government
Domain
Public sector / Estate Planning and Administration
Deliverable
client delivery
Required skills
complex investigations, legal document interpretation, transactional accounting, mentorship, stakeholder communication, prioritization
Preferred skills
knowledge of NSW Trustee and Guardian Act, Succession Act, Probate and Administration Act, Trustee Act
Responsibilities
Process applications and coordinate documentation requests, interpret complex legal documents and legislation, review and resolve complex matters and complaints, provide general advice to the public, mentor junior staff, answer enquiries via phone/email/mail
Seniority
Senior, hands-on IC with mentorship duties