Client Service Officer – Estate Management – NSW Trustee and Guardian Temporary opportunity until 31st March 2025. 35 hours per week.Location: Parramatta or Newcastle. Flexible and hybrid working options available.Clerk Grade: 3/4 Base Salary $79,032 pa to $86,539 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
NSW Trustee & Guardian can be appointed by a court or tribunal to manage a person's finances and legal affairs if their decision-making ability is impaired due to disability, age, mental illness or injury. Our Estate Management teams deliver high quality financial management services to customers through our Foundation team, Proactive Customer Management team and Customer Independence and Support team.
About the role
The role of a Client Service Officer in Estate Management is to understand the represented person, what is important to them in life and, as far as required, make financial decisions, in the customer's best interests, that they would have made if they had decision-making ability.
As a Client Service Officer, you will:
communicate and engage with customers to understand their financial needs and aspirations to allow you to build and manage appropriate budgets.deal with customer matters that may include transactions for customers.build rapport and consult with the customers on an ongoing basis.manage individual customer caseloads and have a strong understanding of when to escalate a matter to the Senior Client Service Officer and/or the Principal Client Service Officer as appropriate.actively participate in a phone roster and assist colleagues to provide high-quality customer service.work with key stakeholders such as family members, service professionals and providers to negotiate appropriate options and positive outcomes for the person.About you
Application is encouraged if you demonstrate the following skills, knowledge and experience:
experience and is passionate about supporting people with disabilities, vulnerable or older people. It is highly desirable for candidates to have experience in the community services sector.strong communicator and can work effectively with customers from a range of circumstances, including those experiencing homelessness, substance misuse, chronic mental illness and contact with the criminal justice system.strong collaboration skills that will allow you to build & develop working relationships and open channels of communications across all teams in the Estate Management Division, other NSW Trustee & Guardian divisions and external stakeholders.a positive "can-do" attitude and be self-motivated.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 opportunitiesaccess to Fitness Passport and employee assistance program, and annual flu vaccinationsHow to apply
To apply for this role:
complete the online applicationsubmit a resume (maximum five pages) and brief cover letter (maximum two pages) outlining your skills, experience and suitabilityClosing date
Applications close 11:59pm, Thursday 14 November 2024.
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. 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.
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