Branch Officer – Estate Planning and Administration– NSW Trustee and Guardian

Ongoing. 35 hours per week.

Location: Broken Hill. Flexible and hybrid working options available.

Clerk Grade: 3/4 Base salary $82,193 pa to $90,001 p.a. plus super and annual leave loading.

About us

At NSW Trustee and Guardian, we protect, promote and support the rights, dignity, choices and wishes of our customers. Whether we are writing a Will, acting as an executor, attorney, trustee, guardian, or financial manager, we are here for critical moments in our customers’ lives. Join our dedicated NSW Government agency and make a difference in the lives of over 47,000 people each year.

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 LGBTI community and people from culturally diverse backgrounds.

About the team

The Estate Planning and Administration division is responsible for delivering NSW Trustee & 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 make 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

The Branch Officer is part of the Estate Planning and Administration team collectively responsible for delivering high quality, consistent and timely administration of Deceased Estates and the drafting of Estate Planning documents.

The role directly administers between 40-70 Deceased Estates at various stages of the administration process and maintains regular, professional and empathetic communication with internal stakeholders, external stakeholders and beneficiaries. The role involves (but is not limited to) the following responsibilities:

Interpretation of Wills and other legal documents.

Collating and submitting applications to the courts.

Writing to banks, insurance agencies, financial institutions, and other government agencies.

Paying claims and preparing distributions of estate assets to beneficiaries.

Building and maintaining relationships with beneficiaries through regular communication and updates.

Working closely with taxation, legal and professional services, property teams and subject matter experts to achieve quality outcomes focused on customer needs.

The role is also responsible for the delivery of professional, high quality and timely Wills and Estate Planning services, including drafting planning ahead documents, for the NSW community.

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

About you

Are you passionate about making a difference in your community? Do you thrive in face-to-face interactions and enjoy helping others?

What We're Looking For:

Experience and Passion: Demonstrated experience and enthusiasm for delivering face-to-face services to community members.

Independent Handling: Ability to manage client transactions independently and understand when to escalate complex issues.

Professional Representation: Capability to represent our organization in an honest, ethical, and professional manner.

Team Player: Ability to work effectively in a small team environment.

Attention to Detail: Willingness and ability to undertake drafting, preparing, and executing pre-planning instruments to a high standard.

Sound like you? We would love to hear from you!

Essential requirements

Ability to work in person from our Broken Hill 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 (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) and brief cover letter (maximum two pages) outlining your skills, experience and suitability.

Read: writing your job application for tips with the application process.

Closing date

Applications close 11:59pm, Sunday 27 April 2025.

For enquiries about the role, please contact Karl Tolic, Senior Manager Estate Administration, Estate Planning and Administration via email: [email protected].

For enquiries about the recruitment process, please contact Shelli Allen, 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.