The Client Service Officer – Estate Planning and Administration at NSW Trustee and Guardian supports customers, beneficiaries and families through trust and deceased-estate matters. The work involves managing a portfolio, interpreting legal documents, processing funds or claims, and coordinating with legal, taxation, property and financial specialists. It suits applicants who can combine careful administration with respectful communication during significant life events. View the official job ad.
When deciding how to apply for Client Service Officer – Estate Planning and Administration, choose examples that show sound judgement in a regulated service. Explain the decision or transaction you managed, the documents or rules you considered, the people you kept informed and the checks that protected the customer’s interests. The panel also needs to see that you can prioritise a substantial portfolio and still provide clear, compassionate updates.
The recruitment covers current and future temporary vacancies based in Parramatta. The role is 35 hours per week, with the possibility of working from home up to two days per week after three months, subject to business requirements. It also includes a rotating phone roster and quality monitoring of calls and team email accounts.
The role is Clerk Grade 3/4 with an advertised base salary of $87,199 to $95,482 per year, plus 12% superannuation and annual leave loading. Applications close Sunday 30 August 2026 at 11:59pm.
In This Guide
- Role snapshot
- Application requirements
- Candidate requirements
- Example application structure
- Application help
Client Service Officer – Estate Planning and Administration Role Snapshot
| Role title | Client Service Officer – Estate Planning and Administration |
|---|---|
| Organisation | NSW Trustee and Guardian |
| Job location | Parramatta, Sydney – Greater West |
| Job reference number | 85586-44378852 |
| Work type | Current and future temporary vacancies, 35 hours per week |
| Total remuneration package | Clerk Grade 3/4, $87,199 to $95,482 per year, plus 12% superannuation and annual leave loading |
| Closing date | Sunday 30 August 2026 at 11:59pm |
| Official job ad | View the official job ad |
NSW Government Application Requirements
The document limits are part of the application instructions and can be used to screen for compliance. Complete the online form, attach the requested resume and cover letter, and make sure the cover letter directly explains your skills, experience and suitability for this particular role.
Application Requirements For Client Service Officer – Estate Planning and Administration
- Resume, maximum 5 pages.
- Brief cover letter, maximum 2 pages, outlining your skills, experience and suitability.
The cover letter needs to do more than repeat your work history. Use it to show how you have made a careful decision, managed competing matters and communicated with a customer or stakeholder about a sensitive issue.
Essential Role Requirements
- You must meet the citizenship or permanent-residency conditions that apply to the appointment type.
- You must be able to work at the Parramatta office.
- You must participate in the rotating phone roster between 9am and 5pm.
- You must be willing to have calls and team email accounts monitored for quality assurance and training and to participate in one-to-one review sessions.
- You must work within the Department’s Flexible Working Hours Agreement and required bandwidth.
- Offers are subject to reference checks and relevant clearances.
NSW Government Candidate Requirements
The advertised About You section gives a clear set of evidence areas for the application. Keep the same grouping in your cover letter so the panel can see how your judgement, organisation, regulatory experience and customer approach work together.
Candidate Requirements For Client Service Officer – Estate Planning and Administration At NSW Trustee And Guardian
| Requirement or capability from role | How to demonstrate it |
|---|---|
| Sound financial judgement, initiative and problem-solving | Use a matter involving a payment, claim, distribution, funding request or another financial decision. Explain the checks you completed, the judgement you exercised and the outcome you secured. |
| Prioritising competing demands and deadlines | Describe how you managed a portfolio or several time-sensitive matters. Show how you assessed urgency, planned the work and kept important actions from slipping. |
| Estate, trust or power-of-attorney knowledge, or motivation to learn | Connect any relevant experience directly to estate or trust administration. If you are entering the field, explain how you have learned another complex service area and applied that knowledge accurately. |
| Interpreting legislation or working in a regulated environment | Give an example where you interpreted a legal document, legislation, policy, delegation or regulated process and turned it into a defensible action or recommendation. |
| Communication, customer service and relationship-building | Use a sensitive customer or beneficiary interaction to show how you explained a complex matter, managed expectations and maintained trust over time. |
| Flexible, collaborative work across teams | Explain how you coordinated with legal, taxation, property, financial or other specialists to progress a matter and provide a complete customer outcome. |
Example Application Structure For Client Service Officer – Estate Planning and Administration
The application requires a resume and a brief cover letter that explains your skills, experience and suitability. The cover letter has a maximum of two pages. The table below shows how to organise your strongest evidence against the six areas the role asks applicants to demonstrate.
| Cover letter section | What to include |
|---|---|
| Opening paragraph | Explain your interest in helping customers through estate or trust administration and summarise the judgement, portfolio-management and communication strengths you will demonstrate. |
| Sound financial judgement, initiative and problem-solving | Use a financial, transactional or case decision to show your checks, reasoning, personal initiative and result. |
| Prioritising competing demands and deadlines | Show how you organised a portfolio, responded to urgent changes and maintained progress across several matters. |
| Estate, trust or power-of-attorney knowledge, or motivation to learn | State your relevant knowledge or demonstrate how you quickly learned and applied another complex service or legal framework. |
| Interpreting legislation or working in a regulated environment | Explain how you applied a law, policy, delegation or formal document to reach a compliant action. |
| Communication, customer service and relationship-building | Use a sensitive interaction to demonstrate empathy, clarity, expectation management and a respectful customer outcome. |
| Flexible, collaborative work across teams | Describe your work with specialists or partner teams and how that coordination helped resolve the matter. |
| Closing paragraph | Reinforce your suitability, interest in NSW Trustee and Guardian’s purpose and readiness to meet the office and roster requirements. |
What The Panel Will Want To See In Your Examples
- Careful judgement supported by records, legal documents, policy or financial information.
- A clear method for managing a portfolio of competing matters and deadlines.
- Compassionate communication with beneficiaries, families or customers during sensitive circumstances.
- Accuracy when processing funds, claims, court material or distributions.
- Useful collaboration with specialist teams and external organisations.
- An outcome that protected the customer’s interests and progressed the matter.
Help With Your Client Service Officer – Estate Planning and Administration Application
Use the two pages to show how you think and communicate inside a regulated customer service. Let the resume carry the broader task history. The free NSW cover letter template can help you organise the evidence. If you want support preparing the full application, request professional application support. Review the official job ad before submitting.