Principal Finance Officer – Investment Administration

Principal Finance Officer – Investment Administration – NSW Trustee and Guardian

Location: Parramatta. Versatile and hybrid working options available.

Clerk Grade 7/8: $116,981 to $129,492 per annum, plus superannuation, plus leave loading

About us

At NSW Trustee and Guardian our purpose is to support the rights, welfare, and interests of the people of NSW. The agency supports the NSW Trustee, the Public Guardian and the Commissioner of Dormant Funds to carry out their statutory functions. We do this by providing a range of customer-centred services, including Will-making, trustee, financial management and guardianship services, including some for the state’s most vulnerable people.

We support over 50,000 customers annually and manage almost seven billion dollars in customer assets. A NSW government agency within the Communities and Justice Portfolio, our services help support and protect people at critical moments in their lives.

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 LGBTQIA+ community and people from culturally diverse backgrounds.

About the team

Financial Performance and Investments comprise teams supporting the financial and investment needs of our clients as well as maintaining, enhancing, and protecting their assets. These services cover the management of properties, shares, investments,



and other personal assets; the processing of customer and third-party payments and receipts; the handling of a range of taxation matters; developing financial plans and budgets to support our customers; and providing corporate frameworks, tools and services for Procurement, Project Management Governance, and Budgeting and Reporting to the organisation

About the role

As the Principal Finance Officer - Investment Administration, you will be responsible for the administration of NSW Trustee and Guardian’s Common Fund investments, ensuring transactions are processed accurately, efficiently and in compliance with regulatory and governance requirements. You will oversee investment administration activities including investment trades, settlements, term deposits, unit pricing, reporting and stakeholder management, while working closely with financial institutions, external service providers and internal stakeholders to support the delivery of high-quality investment services.

For more information about the position, view the role description.

Tertiary qualifications and/or equivalent knowledge, skills and experience in a relevant discipline or industry, such as accounting and finance.

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.

Offers of employment will be subject to reference checks and relevant clearances.

A talent poolmay be created for future ongoing and temporary roles and is valid for 18 months.

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📌 Principal Finance Officer – Investment Administration (Parramatta)
🏢 NSW Trustee & Guardian
📍 Parramatta