Introduction
The Client Service Officer role at NSW Trustee and Guardian combines careful financial administration with conversations that can carry considerable personal weight. Based in Newcastle West, this talent pool covers temporary opportunities in trust and deceased-estate administration. Your application needs to show how you keep matters accurate while treating beneficiaries and families with care.
If you are deciding how to apply for Client Service Officer, start by choosing examples involving regulated work, financial decisions and competing deadlines. Trust officers can manage 30 to 40 trusts and contribute to pooled matters; deceased-estate officers can manage 40 to 70 estates. Those portfolios make prioritisation, reliable records and clear updates useful subjects for your cover letter.
This free guide separates the documents to submit from the conditions attached to the role. The initial workplace is Newcastle West, with a possible hybrid arrangement after three months, subject to business needs. Applications close at 11:59 pm on 8 September, so allow time to check the documents and submit through the official application portal.
View the official job ad. Closes 8 September 2026 at 11:59 pm.
Client Service Officer – Estate Planning and Administration (Newcastle) role snapshot
| Role | Client Service Officer – Estate Planning and Administration (Newcastle) |
| Organisation | NSW Trustee and Guardian |
| Location | Newcastle West |
| Job reference | 596496 |
| Employment | Talent pool for current and future temporary vacancies, 35 hours per week |
| Salary | Clerk Grade 3/4, $87,199 to $95,482 per annum, plus 12% superannuation and leave loading |
| Closing date | 8 September 2026 at 11:59 pm |
Official job ad and application. Closes 8 September 2026 at 11:59 pm.
Application requirements
The written application is a short cover letter supported by a fuller employment record. Keep the cover letter focused on examples that explain your judgement and suitability for estate or trust work.
- Resume, maximum five pages
- Cover letter outlining skills, experience and suitability, maximum two pages
Submit through the online portal. Applications sent directly by email, LinkedIn or SEEK will not be accepted.
Essential role requirements
You must be able to work at Newcastle West and meet the stated Australian or New Zealand citizenship or Australian permanent-residency requirement. The position includes a rotating phone roster between 9 am and 5 pm, monitoring of calls and team emails for quality assurance, and individual review sessions. You must also understand and work within the Department’s Flexible Working Hours Agreement and required bandwidth. Offers are subject to reference checks and relevant clearances.
What to highlight
The following evidence areas follow the advertised duties and candidate requirements. Use examples that show how you reached a sound decision and maintained a reliable service while handling sensitive information.
| Requirement or evidence area | How to demonstrate it |
|---|---|
| Financial judgement and problem solving | Explain a payment, claim or financial discrepancy you assessed, the supporting information you checked and how you reached a defensible decision. |
| Competing demands and deadlines | Show how you organised a portfolio or queue, identified time-critical matters and kept progress visible to colleagues. |
| Estate, trust or power of attorney knowledge | Describe relevant administration experience, or explain how you learned a complex new process and applied it accurately. |
| Legislation and regulated work | Identify the rule, delegation or procedure governing your example and explain when you sought specialist advice. |
| Customer relationships and communication | Use a sensitive conversation to show empathy, clear explanations and dependable follow-up with the people affected. |
| Collaboration across specialist teams | Explain how you coordinated with legal, finance or other specialists while retaining responsibility for the customer’s matter. |
Example application structure
Prepare a cover letter that explains your suitability for trust or deceased-estate administration. The maximum length is two pages. The outline below links each part of the letter to evidence relevant to this work.
| Cover letter section | What to include |
|---|---|
| Opening | Identify the Newcastle talent pool and briefly connect your experience to regulated financial or customer administration. |
| Financial judgement and deadlines | Use a concise example of checking information, prioritising a matter and reaching an accurate outcome. |
| Regulated administration and learning | Explain your relevant estate or trust knowledge, or how you have learned and applied complex rules in another setting. |
| Communication and teamwork | Show how you kept a customer informed while working with specialists to resolve their matter. |
| Role conditions and close | Confirm your ability to meet the Newcastle workplace and roster requirements, then finish with the contribution you can make. |
Before you submit
Check the two-page and five-page limits, use the correct role reference and make sure your examples describe your own decisions. Remove confidential client names or financial identifiers from your evidence. Submit before 11:59 pm on 8 September 2026 and retain the confirmation from the portal.
Use this checklist to make the application clear and complete. Team 3Thirty’s free guidance can help you organise an example, while the official application instructions remain the place to confirm any final submission requirements.
Free NSW Government cover-letter guidance
Return to the official job ad. Closes 8 September 2026 at 11:59 pm.