Estate Planning Team Lead & Client Establishment Expert (Sydney)

Estate Planning Team Lead & Client Establishment Expert (Sydney)

11 Nov
|
Sanctuary Personnel
|
Sydney

11 Nov

Sanctuary Personnel

Sydney

NSW Trustee and Guardian is seeking a Senior Client Service Officer (Client Establishment) to join the Parramatta team. This ongoing full‑time role handles complex enquiries, coordinates documentation, and supports establishment of estates, trusts and Power of Attorney matters, with a hybrid work option after three months.

You will mentor junior staff, liaise with legal and skilled services to achieve quality outcomes for customers, and ensure timely processing.

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📌 Estate Planning Team Lead & Client Establishment Expert (Sydney)
🏢 Sanctuary Personnel
📍 Sydney

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