Client Service Officer

Location: Parramatta
Job Type: Temporary
Reference: JO-1909-185951
Salary: $35/hr + super
People2people are collaborating with the NSW Government who are currently seeking a Client Service Officer for a 3 month assignment located in Parramatta.

THE ROLE

In this sensitive role, you will be undertaking finance support surrounding trusts and funds for a variety of vulnerable age groups and target audiences.
  • Liaising with stakeholders to identify information regarding assets, liabilities, tax both verbally and in writing
  • Sending initial letters and documentation to clients regarding confidential and at times sensitive matters
  • Attend transactional and minor accounting work on behalf of client enquiries
  • Interpret relevant legislation, policies and procedures surrounding the trust and estate management
ABOUT YOU

To be eligible for this role you must have:
  • Previous exposure in a similar client facing position, ideally within the Government sector
  • Any legal qualifications or experience is preferable
  • Clear communications customer service ability to write letters
  • Demonstrated experience managing trust and estates
To apply for the role, click the appropriate link on this page or call Stephanie Borghgraef on 8270 9761 for a confidential discussion.