Project Officer Practice And Strategy

At NSW Trustee & 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. 

• Ongoing full-time vacancy. 35 hours per week.
• Location: Parramatta. Flexible and hybrid working options available.
• Clerk Grade 7/8. Salary $106,025 to $117,363 plus super and annual leave loading. 

About the team

The Estate Management division makes financial and legal decisions for people who are unable to on their own, or with support, when NSW Trustee & 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. The division delivers high quality financial management service using a customer-centred approach and is delivered by: 

• Customer Foundation – The Customer Foundation Team is responsible for the high-quality onboarding of new customers where a financial management order has been made. The team works with the customer and important people in their life to ensure NSW Trustee & Guardian has a good understanding of the customer’s financial situation, financial decisions that may need to be made and how they can be supported into the future.
• Customer Independence & Support – The Customer Independence and Support Team works closely with customers in developing strategies to increase their capability to manage their finances and regain financial independence. The Customer Independence and Support team also finalises matters where a customer is no longer subject to a Financial Management Order or is deceased.
• Private Management – The Private Management team provides 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 of major decisions a Private Manager is proposing to make, review of annual accounts as well as advice and support to financial managers.
• Proactive Customer Management – The Proactive Customer Management Team is responsible for complex and critical estates, and engages with our financial management customers and their families when making financial decisions on their behalf, including the development and review of financial strategies and budgets. Some of the teams provide face-to-face intensive financial management and other support services to some of NSW most vulnerable customers. 

About the role

As the leader of the project team within the Estate Management Division, your responsibilities will include overseeing research efforts, managing various projects, and ensuring their successful delivery. You will collaborate closely with your team to execute project management activities effectively and contribute to the division’s overall strategic development goals. 

In your day-to-day role, you will focus on preparing comprehensive reports and briefs, coordinating resources efficiently, and managing project documentation to ensure timely outcomes. Your customer-centric communication style will foster strong rapport and collaborative relationships with internal and external stakeholders. 

Additionally, you will analyse data to identify emerging or systematic issues, shaping project objectives aimed at enhancing customer service through process and practice improvements. 

For more information about the position, view the role description which can be downloaded here. 

About you

The successful applicant will demonstrate: 

• 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.
• An eagerness to proactively promote a positive work culture that drives results.
• Sound experience in monitoring and evaluating projects to ensure that objectives are being met in budget and timeframes.
• Ability to adapt and respond quickly in changing situations and willingness to work in a fast-paced and dynamic environment.
• Strong written and verbal communication skills, with a demonstrated ability to interact with internal and external stakeholders.
• Time management and organisational skills to efficiently manage and resolve competing priorities. 

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

Essential requirements  

• Tertiary qualifications and/or demonstrated experience in project management, research, analysis and preparation of reports and advice.
• Understanding of NSW Trustee & Guardian’s key services and customer base including experience working and/or supporting people with disability, vulnerable or older people.
• 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 & 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