Department: Estate Management
Location:
Parramatta, NSW, AU, 2150
Req ID: 80067
Manager, Customer Foundation – NSW Trustee and Guardian
* Ongoing full-time vacancy. 35 hours per week.
* Location: This role is based in Parramatta 3 days per week and 2 days working from home.
* Clerk Grade: Level 9/10. Base salary $129,464 p.a. to $142,665 p.a. plus 12% superannuation and annual leave loading.
About us
At NSW Trustee and Guardian, our purpose is to support the rights, welfare, and interests of the people of NSW. Whether we are writing a Will, acting as an executor, attorney, trustee, guardian, or financial manager, we are here for critical moments in our customers' lives. Join our dedicated NSW Government agency and make a difference in the lives of over 50,000 people each year.
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 LGBTI community and people from culturally diverse backgrounds.
About the team
The Customer Foundation Team is responsible for the high-quality onboarding of new customers where a financial management order has been made. The team works with the customer and important people in their life to ensure NSW Trustee and Guardian has a good understanding of the customer's financial situation, financial decisions that may need to be made and how they can be supported into the future.
About the role
This role will develop and lead high performing Customer Foundation teams to deliver a consistent and high-quality client onboarding experience for new financial management customers, gaining in-depth understanding of their needs to enable provision of excellent services that meets the needs of our customers, stakeholders and aligns to NSW Trustee and Guardian's Customer Excellence Principles. Identify, assist and support our financial management customers to build their financial independence, where practical.
The team is responsible for gaining in depth understanding of customer needs to enable provision of excellent services that meets the needs of customers, stakeholders and aligns to NSW Trustee and Guardian's Customer Excellence Principles.
The Manager Customer Foundation will also lead the team in the continuing development and application of systems and processes for the early identification of customers, who in the short and long term, may be supported to regain part or all of their financial independence.
For more information about the position, view the role description.
About you
The ideal candidate will demonstrate the following skills, knowledge and experience:
* Has experience leading and managing teams to achieve high levels of performance, delivering excellent customer service to customers with a diagnosed disability, are ageing and experiencing age related impairments to functioning or cognitive impairment that impacts their capacity to make informed decisions, and whom may be vulnerable, while meeting organisational outcomes.
* Inspire and manage a culture focusing on continuing development and learning within the team to support staff to provide "best practice" customer service.
* Ability to provide strategic advice support effective decision making and support effective business planning and initiatives.
* Collaborate with professional practice leaders, managers, and staff across the agency to continually build responsive and high-quality practice standards and capabilities including establishing and actively managing key internal and external stakeholder relationships.
* Contribute to developing, reviewing, and implementing policies, procedures relating to Financial Management, and systems to effectively manage and improve the delivery of customer and support services.
* Support the team to manage and respond to customer feedback, including managing complaints, which at times may be complex and undertake investigations and reviews to ensure all decision making is compliant with legislation, policies, procedures, guidelines, and standards, ensuring outcomes are communicated and documented.
* Contribute to the management and governance of customer records and data, ensuring accurate records for customer onboarding that aligns with performance indicators, and enables effective reporting.
Sound like you? We would love to hear from you
Essential requirements
* Demonstrated leadership and management skills in the delivery of a complex trustee/estate management services customer environment and sound strategic thinking capacity, management and administrative skills.
* Tertiary qualifications in economics, finance or related discipline and/or extensive equivalent experience.
* Available to travel throughout NSW where required.
* Understanding of NSW Trustee and Guardian's key services and customer base including experience working and/or supporting people with disability, vulnerable or older people.
* Willingness to have phone calls and team email accounts monitored for quality assurance and training purposes, and to participate in one-to-one review sessions for calls and emails.
What we offer
NSW Trustee and Guardian offers interesting, challenging and rewarding work that has real purpose. Other benefits of joining us include:
* 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.
How to apply
To apply for this role:
* Complete the online application
* Submit a resume (maximum five pages)
* Submit a brief cover letter (maximum two pages) outlining your skills, experience and suitability
* Answer the following targeted questions:
* As a leader, please provide an example of how you motivate, encourage and drive high performance to deliver positive results for customers within, and across, multiple teams. (maximum 800 characters)
* Cross organisational collaboration can be challenging. Describe a situation where you have experienced challenges, with internal stakeholders, to improve a coordinated approach to delivering customer outcomes and how you facilitated this. (maximum 800 characters)
Read: writing your job application for tips on the application process.
Visit the Capability Application Tool to prepare for the recruitment process by accessing practice applications and interview questions based on the focus capabilities listed in the role description.
Closing date
Applications close 11:59pm, Sunday, 11 January 2026.
For enquiries about the recruitment process, please contact Antonio Caswell - Talent Advisor via email:
Please do not send your applications directly via email, LinkedIn, or SEEK. Only applications submitted via the online portal will be accepted.
Please note:
* If you need an adjustment in the recruitment process, please contact People and Culture via email at
* Offers of employment will be subject to reference checks and relevant clearances.
* A talent pool may be created for future ongoing and temporary roles and is valid for 18 months.
Thank you for your interest in this role. We look forward to receiving your application.