Principal Client Service Officer
vor 15 Stunden
Division: Estate Management
Location: Parramatta, NSW, AU, 2150
Req ID: 70551
Principal Client Service Officer (Private Management Accounts) – NSW Trustee and Guardian
Ongoing full-time vacancy.
35 hours per week.
Location: Parramatta.
Flexible working options available and subject to negotiation.
Clerk Grade: 7/8 Base salary $106,025 pa to $117,363 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.
Estate Management
The Estate Management division makes financial and legal decisions for people who are unable to on their own, or with support, when NSW Trustee and Guardian is appointed as their financial manager by a court or tribunal.
The team also oversees people who are appointed to privately manage the finances of another person.
About the team
The Private Management team provides statutory oversight, and support, to privately appointed financial managers (private managers) who are responsible for managing the financial and legal affairs of someone who is not able to make decisions on their own.
The role of the Private Management team includes oversight, and issuing authority, for major decisions a Private Manager is proposing to make, review of annual accounts as well as advice and support to financial managers.
About the role
The Principal Client Service Officer delivers quality decision-making and support to customers that is consistent with NSW Trustee and Guardian's Customer Excellence Principles.
As a Principal Client Service Officer, you will lead and drive team performance, a customer-centred culture and a professional, efficient and effective working environment by delivering reliable and consistent service.
This role primarily manages and supports the Private Management Accounts team to review the annual financial accounts submitted by Private Managers in relation to customers subject to a financial management order.
The role is responsible for determining if the management of financial affairs is consistent with the Directions & Authorities of NSWTG relating to the order.
The role refers matters to the Guardianship Division of the NSW Civil and Administrative Tribunal (NCAT) or the Supreme Court, in circumstances where issues are identified in relation to the actions of the private manager not being compliant with the legislation and their role as a financial manager.
The role is also responsible for the supervision, coaching and mentoring of staff in the accounts team and across the Private Management team as required.
About you
The ideal candidate:
has experience in developing and leading a high performing team with a culture of accountability.
As a leader, you would be able to supervise and provide advice to your team.
has experience and is passionate about supporting people with disability, vulnerable and older people.
can proactively promote a positive work culture that drives for results.
is an excellent communicator with the ability to work effectively with customers in a range of circumstances, including those experiencing homelessness, substance misuse, chronic mental illness and contact with the criminal justice system.
loves to problem solve and adopts a solution focused approach to your work.
has strong collaboration skills that will allow you to build and develop working relationships and open channels of communications across all teams in the Estate Management Division, other NSW Trustee and Guardian divisions and external stakeholders.
highly motivated and self-driven to provide excellent customer service in a human service environment with also a strong commitment to supporting customers.
has the ability to successfully deliver results whilst managing multiple competing priorities for our customers.
Sound like you?
Apply now
Essential requirements
Understanding of NSW Trustee and Guardian's key services and customer base including experience working and/or supporting people with disability, vulnerable or older people.
Tertiary qualifications and/or demonstrated equivalent industry or professional experience in relevant area.
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 about joining us, visit the Careers page on our website.
How to apply
complete the online application attach a resume (max.
five pages) attach a cover letter (max.
two pages) addressing the essential requirements of the role as mentioned above provide a response to the two targeted questions below when prompted within the applications form (300 words each) Targeted questions:
Using an example of a team/unit plan that you have developed - how did you allocate resources and what was your rationale?
How do you promote a sense of purpose within the team and enable them to understand the strategic direction of the organisation.
Provide an example?
Closing date
Applications close 11:59pm, Sunday 17 November 2024.
Please note: Shortlisting and interviews will not be conducted until November 2024.
For enquiries about the role, please contact Nicole Murray, Manager, Customer Independence, Support and PM via email:
For enquiries about the recruitment process, please contact Antonio Caswell, Talent Advisor via email:
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 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.
#J-18808-Ljbffr
-
Principal Client Service Officer
Vor 2 Tagen
Sydney, Österreich the original VollzeitDivision: Estate Management Location: Parramatta, NSW, AU, 2150 Req ID: 70551 Principal Client Service Officer (Private Management Accounts) – NSW Trustee and Guardian Ongoing full-time vacancy. 35 hours per week. Location: Parramatta. Flexible working options available and subject to negotiation. Clerk Grade: 7/8 Base salary $106,025 pa to $117,363...
-
Principal Client Service Officer
Vor 2 Tagen
Sydney, Österreich the original VollzeitDivision: Estate Management Location: Parramatta, NSW, AU, 2150 Req ID: 70551 Principal Client Service Officer (Private Management Accounts) – NSW Trustee and GuardianOngoing full-time vacancy. 35 hours per week.Location: Parramatta. Flexible working options available and subject to negotiation.Clerk Grade: 7/8 Base salary $106,025 pa to $117,363 p.a....
-
Principal Client Service Officer
Vor 2 Tagen
Sydney, Österreich the original VollzeitPrincipal Client Service Officer (Proactive Customer Management) – Estate Management - NSW Trustee and Guardian Ongoing. 35 hours per week. Location: Parramatta. Flexible and hybrid working options available. Clerk Grade: 7/8. Base salary $106,025 pa to $117,363 p.a. plus super and annual leave loading. About us At NSW Trustee and Guardian, we protect,...
-
Principal Client Service Officer
vor 1 Tag
Sydney, Österreich Tideri Jobbörse VollzeitPrincipal Client Service Officer (Proactive Customer Management) – Estate Management - NSW Trustee and Guardian Ongoing.35 hours per week.Location: Parramatta.Flexible and hybrid working options available.Clerk Grade: 7/8.Base salary $106,025 pa to $117,363 p.a.plus super and annual leave loading. About usAt NSW Trustee and Guardian, we protect, promote...
-
Principal Client Service Officer
Vor 2 Tagen
Sydney, Österreich the original VollzeitPrincipal Client Service Officer (Proactive Customer Management) – Estate Management - NSW Trustee and GuardianOngoing. 35 hours per week.Location: Parramatta. Flexible and hybrid working options available.Clerk Grade: 7/8. Base salary $106,025 pa to $117,363 p.a. plus super and annual leave loading.About us At NSW Trustee and Guardian, we protect, promote...
-
Client Services Officer
vor 2 Wochen
Sydney, Österreich Concept Care VollzeitAged & Disability Support (Community Services & Development)Full timeJoin Our Award-Winning Team at Concept Care Disability Solutions!Location: Gregory Hills, Sydney, NSWUnlock your next career opportunity in our expanding company! We're seeking a compassionate, dynamic individual ready to make a difference as our next Client Services Officer. If you're a...
-
Client Services Officer
vor 2 Wochen
Sydney, Österreich Tideri Jobbörse VollzeitAged & Disability Support (Community Services & Development) Full time Join Our Award-Winning Team at Concept Care Disability Solutions!Location: Gregory Hills, Sydney, NSWUnlock your next career opportunity in our expanding company!We're seeking a compassionate, dynamic individual ready to make a difference as our next Client Services Officer.If you're a...
-
Client Service Officer
vor 4 Wochen
Sydney, Österreich Class Super VollzeitHUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions.At HUB24, we know the smartest investments start with our people.We are innovative and ambitious, and we move fast. At HUB24, we empower our employees to bring their ideas and creativity to work.Rather than getting bogged down in bureaucracy and red...
-
Client Service Officer
vor 4 Wochen
Sydney, Österreich Class Super VollzeitHUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions.At HUB24, we know the smartest investments start with our people.We are innovative and ambitious, and we move fast.At HUB24, we empower our employees to bring their ideas and creativity to work.Rather than getting bogged down in bureaucracy and red...
-
Client Service Officer
vor 4 Wochen
Sydney, Österreich Hub24 Group VollzeitHUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people. We are innovative and ambitious, and we move fast.At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red...
-
Client Service Officer
vor 4 Wochen
Sydney, Österreich Hub24 Group VollzeitAbout HUB24:HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions.At HUB24, we know the smartest investments start with our people.We are innovative and ambitious, and we move fast.At HUB24, we empower our employees to bring their ideas and creativity to work.Rather than getting bogged down in bureaucracy...
-
Client Service Officer
vor 3 Wochen
Sydney, Österreich Tideri Jobbörse VollzeitAbout HUB24: HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions.At HUB24, we know the smartest investments start with our people.We are innovative and ambitious, and we move fast.At HUB24, we empower our employees to bring their ideas and creativity to work.Rather than getting bogged down in bureaucracy...
-
Client Service Officer
vor 2 Wochen
Sydney, Österreich Tideri Jobbörse VollzeitHUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions.At HUB24, we know the smartest investments start with our people.We are innovative and ambitious, and we move fast.At HUB24, we empower our employees to bring their ideas and creativity to work.Rather than getting bogged down in bureaucracy and red...
-
Client Service Officer
vor 3 Wochen
Sydney, Österreich Class Limited VollzeitHUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people. We are innovative and ambitious, and we move fast.At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red...
-
Client Service Officer
vor 4 Wochen
Sydney, Österreich Hub24 Group VollzeitHUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions.At HUB24, we know the smartest investments start with our people.We are innovative and ambitious, and we move fast.At HUB24, we empower our employees to bring their ideas and creativity to work.Rather than getting bogged down in bureaucracy and red...
-
Client Service Officer
vor 3 Wochen
Sydney, Österreich Tideri Jobbörse VollzeitHUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions.At HUB24, we know the smartest investments start with our people.We are innovative and ambitious, and we move fast.At HUB24, we empower our employees to bring their ideas and creativity to work.Rather than getting bogged down in bureaucracy and red...
-
Client Service Officer
vor 3 Wochen
Sydney, Österreich Tideri Jobbörse VollzeitHUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions.At HUB24, we know the smartest investments start with our people.We are innovative and ambitious, and we move fast.At HUB24, we empower our employees to bring their ideas and creativity to work.Rather than getting bogged down in bureaucracy and red...
-
Client Services Officer
vor 2 Wochen
Sydney, Österreich Tideri Jobbörse VollzeitAre you looking for a role where you can make a difference?As a Client Services Officer, you will be the first line of contact and administrative support to Australian Apprentices and employers.In this role, you will provide advice, guidance, and assistance to support service delivery and successful apprenticeship outcomes.The day-to-day activities will...
-
Client Service Officer
vor 4 Wochen
Sydney, Österreich Minchinmoore VollzeitPosition: Client Service Officer (Sydney)The Client Service Officer's main role is to assist with implementation of advice for Minchin Moore clients.Specifically, the primary responsibilities include:Client Service Complete the necessary paperwork to implement the recommendations detailed in the Statement of Advice (SoAs).This may include preparation of...
-
Client Service Officer
vor 2 Wochen
Sydney, Österreich Tideri Jobbörse VollzeitPosition: Client Service Officer (Sydney) The Client Service Officer's main role is to assist with implementation of advice for Minchin Moore clients.Specifically, the primary responsibilities include: Client Service Complete the necessary paperwork to implement the recommendations detailed in the Statement of Advice (So As).This may include preparation of...
