Client Service Officer - Government

APG Workforce are currently seeking a Client Service Officer for a role based a Parramatta Government Sector.

• 3 month assignment - possible extension 
• Start date: ASAP 
• $35.00 Per Hour + Super
• 7 hrs p/d / 35 hrs p/w
• Location: Parramatta - Will be required to attend Parramatta office 5 days a week (Monday to Friday)

Primary purpose of the role
The Client Service Officer (CSO) is part of a Client Service Team collectively responsible for delivering high quality, consistent and timely Client Establishment administration services. A CSO will typically manage a wide variety of enquiries & make appropriate investigations with a view to establishing new Trust, POA & Estate matters to be administered by NSWTG and a key challenge of the role is managing work outputs and competing demands/priorities to generate favourable outcomes to clients.

Key accountabilities

• The CSO within the Service Centre manages incoming & ongoing enquiries relating to new Trust, POA & Estate matters.
• The roles involve the necessary actions to establish Trusts, POAs & deceased Estates in accordance with the legislation, rules, regulations and NSWTG’s procedures relating to Trusts, POAs and Estates.
• Liaising with Trust, POA and Estate stakeholders to identify information regarding assets, liabilities, tax etc. both verbally and in writing.
• They also liaise directly with the families/beneficiaries, some of whom may be in a bereaved state, of an Trust, POA and Estate matters both verbally and in writing.
• The CSO may be required to attend to transactional and minor accounting work. They will also be liaising with other Teams within the NSWTG.
• The CSO would also be required to interpret relevant legislation, policies and procedures. Legal experience preferable.

Requirements for all roles: 

• While no former Trust, POA or Estate administration experience is necessary, it is highly desirable if the candidate has worked in legal or financial sectors. Investigative, analytical and problem-solving skills are also necessary.
• Any legal qualifications would be a bonus, but essentials are customer service ability, clear communication skills and ability to liaise with external and internal stakeholders. 

Please apply today and reference when submitting your application which position you would like to apply for.