Senior Finance Officer - Investment Administration

Senior Finance Officer – Investment Administration - NSW Trustee and Guardian

• 1x Ongoing vacancy. 35 hours per week.
• Location: Parramatta. Flexible and hybrid working options available.
• Clerk Grade: 5/6. Base salary $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 comprises 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 a Senior Finance Officer, Investment Administration, you will play a key role in the accounting, reporting and administration of investments managed on behalf of NSW Trustee and Guardian customers. You will oversee investment transactions, reconciliations and reporting, provide guidance and support to a small team of up to two Finance Officers, and work closely with stakeholders to ensure accurate, timely and compliant financial outcomes. This role offers the opportunity to lead day-to-day operations, resolve complex issues and contribute to continuous improvement initiatives across the Investment Administration team

For more information about the position, view the role description

About you

Application is encouraged if you demonstrate the following skills, knowledge and experience:

• Experience in fund accounting, investment administration or a similar finance environment.
• Strong financial reconciliation, reporting and analytical skills, with a high level of accuracy and attention to detail.
• Ability to manage competing priorities and meet deadlines in a fast-paced environment.
• Strong communication and stakeholder engagement skills, with the ability to provide advice and resolve complex enquiries.
• Experience working collaboratively within a team and contributing to continuous improvement initiatives.
• Relevant tertiary qualifications and/or equivalent experience in accounting, finance or a related discipline.

If this sounds like you, we would love to hear from you.

Essential requirements

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.

How to apply

To apply for this role:

• complete the online application
• submit a resume (maximum five pages) and brief cover letter (maximum two pages) outlining your skills, experience and suitability
• answer the following targeted questions when prompted in your application:

1. Describe your experience in fund accounting, investment administration, or a similar finance environment. Provide an example of how you ensured the accuracy and integrity of financial information while managing competing priorities and deadlines.
2. This role provides day-to-day guidance and support to a small team. Tell us about a time you coached, supported or supervised staff to achieve a positive outcome while maintaining quality service and performance standards.

To be eligible for ongoing employment in NSW Trustee and Guardian, you must be an Australian or New Zealand citizen, or an Australian permanent resident.

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, Tuesday 20th October 2026.

For enquiries about the role, please contact Tyce Chen, A/Senior Manager Investment Implementation and Operations via email Tyce.Chen@tag.nsw.gov.au.

For enquiries about the recruitment process, please contact Ashly Dahdal, Talent Advisor on Ashly.Dahdal@tag.nsw.gov.au.

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 ajdustment in the recruitment process, please contact Talent via talent@tag.nsw.gov.au
• 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.