Address- 2 x ongoing full-time Senior Property Officer roles. 35 hours per week.
- Location: Parramatta, Sydney, Newcastle and Wollongong. Flexible and hybrid working options available.
- Clerk Grade 5/6. Salary $93,295 to $102,941 plus super and 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 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. The division delivers high quality financial management service using a customer-centered 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 and Guardian has a detailed understanding of the customer’s priorities, ongoing needs, and financial situation, and makes financial decisions that support customers into the future.
- Customer Independence and 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 finalizes 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 financial management customers, and their support network, when making financial decisions on their behalf, including the development and review of financial strategies and budgets.
- Customer Specialist Centre – The Customer Specialist Centre is attached to the Proactive Customer Management Team and provides face-to-face intensive financial management, and other support services from a shopfront to some of NSW most vulnerable people
About the role
This role supports the Property Services team to deliver high quality services across the area of sales, purchasing and leasing real estate on behalf of NSW Trustee and Guardian customers. This role independently handles high-volume, complex customer real estate transactions and provides guidance and support to our Client Service Officers. The Property Services team is collectively responsible for the delivery of high quality, consistent and timely property real estate services that are consistent with NSW Trustee and Guardian’s Customer Excellence Principles.
Day to day, you will:
- Independently handle high-volume, complex customer real estate, property leasing and rental transactions
- communicate and engage with customers to understand their needs and aspirations, to make decisions and undertake necessary transactions on customer owned real estate.
- build rapport and consult with the customers on an ongoing basis
- manage a complex case load involving making financial decisions on customer’s asset portfolios.
- actively participate in a phone roster and assist colleagues to provide high-quality customer service.
- work with key stakeholder’s such as family members, service professionals and providers to negotiate appropriate options and positive outcomes for the person.
- inspire our Client Service Officers by guiding them how to provide a customer-centric service that delivers insightful, personalised, and efficient services.
For more information about the position, view the role description.
About you
Application is encouraged if you demonstrate the following skills, knowledge and experience:
- has experience and is passionate about supporting people with disability, vulnerable or older people.
- be an excellent communicator with the ability to work effectively with customers with a range of circumstances, including those experiencing homelessness, substance misuse, chronic mental illness and contact with the criminal justice system
- will thrive on taking a coordinated approach to customer real estate matters, working closely with customers, beneficiaries, stakeholders, colleagues and external service providers such as Real Estate Agents, Solicitors and Strata Management.
- able to produce and review relevant sales and leasing reports to provide updates to both internal and external stakeholders.
- have 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 and Estate Planning and Administration division, other NSW Trustee and Guardian divisions and external stakeholders.
- may be required to attend auctions and travel to different locations within NSW.
Sound like you? We would love to hear from you!
Essential requirements
- Tertiary qualifications or equivalent experience in the real estate industry such as; the sale, purchase and renting of property and/or a general understanding of conveyancing and the processes involved in the buying or selling of property in New South Wales.
- Understanding of NSW Trustee and Guardian’s key services and customer base including experience working with and/or supporting people with disability, who are 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 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
- submit a resume (maximum five pages) and brief cover letter (maximum two pages) outlining your skills, experience and suitability
- answer the following targeted questions (maximum two pages):
- You have been instructed to find a suitable home for a customer, explain your approach to building rapport and understanding of the customers’ needs.
- What strategies do you use to manage your time in dealing with multiple matters in a high-volume environment. Please provide an example of when you effectively managed competing priorities and what tools did you use to achieve this?
Read: writing your job application for tips with the application process.
Closing date
Applications close 11:59pm, Tuesday 2nd July 2024.
For enquiries about the role, please contact Workforce Support at ***************@tag.nsw.gov.au
For enquiries about the recruitment process, please contact Lisa Smith, Talent Advisor on **********@tag.nsw.gov.au.
Please do not send your applications directly via email or LinkedIn. Only applications submitted via the online portal will be accepted.
Please note:
- 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.
- If you'd like to request a reasonable adjustment in the recruitment process, please contact People and Culture via email at ***************@tag.nsw.gov.au.
