Manager, Customer and Trust Account

•       Ongoing full-time role – 35 hours per week
• Location: Parramatta. Flexible work arrangement (3 days in office, 2 days WFH).
• Clerk Grade: 9/10. Base salary $125,693 p.a. to $138,510 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 Financial Performance and Investments division provides a full range of financial services including budgeting, procurement, customer accounts and investment management services.

About the role

The Manager, Customer and Trust Accounts leads the team who provide operational accounting functions to customers of NSW Trustee and Guardian. In addition, the team provide several support services to the Agency’s finance function.

For more information about the position, view the role description

About you

As an ideal candidate: 

• You possess extensive experience in managing the recording, processing, analysis, and reconciliation of financial transactions in a large volume, complex, client focused and diverse environment.
• Extensive experience in monitoring complex financial systems, including the ability to proactively respond to system issues and implement change.
• Have experience in resolving complex customer issues and implementing solutions to improve customer satisfaction.
• Excellent verbal and written communication skills to effectively communicate with customers, team members, and other stakeholders.
• Experience in payments within a banking context.

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

Essential requirements 

• CA/CPA qualification and full membership.
• 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.

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 via iworkfornsw
• Submit a resume (maximum five pages) and brief cover letter (maximum two pages) outlining your skills, experience and suitability
• Answer the following two targeted questions: 

1. Please provide an example of an instance where you had to take action regarding unsatisfactory performance with someone you supervise. What was the situation, what did you, what was the result?
2. Please outline an example of systems have you previously put in place to continuously monitor risks and control effectiveness.  What was the risk and what was the control?
    

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

Closing date

Applications close 11:59pm, Thursday 27 March 2025

For enquiries about the role, please contact Brendon Wild - Senior Manager, Customer Financial Services via email: Brendon.Wild@tag.nsw.gov.au

For enquiries about the recruitment process, please contact Shelli Allen - Talent Advisor via email: Shelli.Allen@tag.nsw.gov.au

Please do not send your applications directly via email, LinkedIn or SEEK. Only applications submitted via iworkfornsw will be accepted. 

Please note:

• If you need an 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.