Principal Client Service Officer - Estate and Trust Administration Services
Core
Lead the end-to-end review of the trust administration function and subsequently manage a Service Centre team responsible for the timely, consistent, and high-quality administration of deceased estates, trusts, and powers of attorney.
Role type
Principal Client Service Officer (Team Lead)
Builds
Deceased estates, trusts, and powers of attorney administration services
Domain
Legal / Estate and Trust Administration
Deliverable
client delivery
Required skills
Team leadership and coaching, interpreting legal documents (wills, trust deeds), resolving complex matters, policy and procedure improvement, performance management, stakeholder relationship building
Preferred skills
Evidence-based decision making, organizational change management, empathy in sensitive circumstances
Technologies
None stated
Responsibilities
Lead a customer-focused team's daily operations and allocating work to meet service priorities; Interpret wills, trust deeds and other legal documents and provide practical guidance on estate, trust and power of attorney administration; Resolve complex matters and escalate sensitive or high-risk issues when required; Manage priorities, performance and consistent service delivery; Contribute expertise to policy, procedure, technology and business-improvement initiatives; Support organisational change and modelling NSW Trustee and Guardian's values and behaviours
Seniority
Principal, hands-on IC with team leadership