Principal Branch Officer - Estate Planning and Administration

Principal Branch Officer (Broken Hill) – NSW Trustee and Guardian

• Ongoing full-time vacancy. 35 hours per week.
• Location: Broken Hill Office. Face-to-face customer contact is a requirement of the role. Flexible working options available.
• Clerk Grade: 7/8 Base salary $110,266 p.a. to $122,058 p.a. plus superannuation 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 & 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 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

The role is part of a team that is collectively responsible for providing professional deceased estate administration and estate planning services that meet client needs, and that are consistent, efficient and effective. The role will both independently handle the most complex client transactions and provide guidance and support to Branch Officers and Senior Branch Officers.

Day-to-day, this is an exciting opportunity that will see you:

• Undertaking all aspects of Estate Administration
• Undertaking drafting, preparing and executing pre-planning instruments to a high standard.
• Act as first point of contact for difficult matters, and ensure that significant complaints or unresolved matters are referred to the Branch Manager to in a timely manner, and that client needs are met and the reputation of NSWTG is maintained and enhanced.
• Assist with the allocation of resources and work to staff of the Branch to ensure high staff performance, a customer focused culture and a professional, efficient and effective working environment.

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

About you

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

• Superior understanding of the procedures and practices specific to administration of Estates, Trusts, Powers of Attorney
• Good knowledge of the personal trustee industry and practical experience in the administration of Estates, Trusts, Powers of Attorney, and other Trustee related matters.
• Sound knowledge of relevant legislation including NSW Trustee and Guardian Act, Succession Act, Probate and Administration Act and Trustee Act.
• You believe that supporting customers to document their last wishes is a privilege that needs to be carried out with warmth, support, understanding, and the utmost respect. 
• You have experience in drafting and executing Wills and Estate Planning instruments that are legally compliant and to a high standard.  
• You have strong collaboration skills and can build & develop effective working relationships with internal and external stakeholders. 
• You successfully apply a problem-solving and solution-focussed approach to your work.
• A team player who enjoys building a collaborative and cohesive team which is focused on achieving results and delivering excellent customer service.

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

Essential requirements  

• Understanding of NSW government and NSWTG’s key services and client base.
• Current and valid NSW Driver’s Licence
• 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 (working from different work locations, 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, Thursday 6 February 2025.

For enquiries about the role, please contact Maria Grew, Acting Manager, Broken Hill Branch, Estate Planning and Administration via email maria.grew@tag.nsw.gov.au.

For enquiries about the recruitment process, please contact Shelli Allen, Talent Advisor on shelli.allen@tag.nsw.gov.au.

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 na adjustment in the recruitment process, please contact People and Culture via email at peopleandculture@tag.nsw.gov.au
• 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.