Job Description

Principal Finance Officer – Investment Administration – NSW Trustee and Guardian

• Ongoing vacancy. 35 hours per week.
• Location: Parramatta. Flexible 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

About you

You are an experienced finance or investment administration professional who combines strong technical expertise with excellent stakeholder management skills. You thrive in a fast-paced environment, enjoy working collaboratively, and are committed to delivering accurate, customer-focused outcomes.

• Experience in investment administration and managing complex financial transactions.
• Strong understanding of investment products, financial controls and compliance requirements.
• Ability to analyse information, identify issues and deliver practical solutions.
• Excellent communication skills with the ability to explain complex information clearly to diverse audiences.
• Strong attention to detail and commitment to maintaining accuracy in a high-volume environment.
• Proven ability to build and maintain effective relationships with internal and external stakeholders.
• Experience supervising staff or coordinating work to achieve quality outcomes and service standards.

Sound 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)
• Submit a brief cover letter (maximum two pages) outlining your skills, experience and suitability for the role
• Answer the following targeted questions when prompted within the application process:
  • Targeted Question 1: Describe your experience in investment administration, including the types of investment products you have worked with. How have you ensured accuracy, compliance and effective risk management when processing or overseeing investment transactions?
  • Targeted Question 2: This role works closely with internal stakeholders, financial institutions, custodians and external service providers. Describe a situation where you built or maintained an effective stakeholder relationship to achieve a positive business outcome.
    
    

Read: writing your job application for tips with the application process.

Closing date

Applications close 11:59pm, 9th August 2026

For enquiries about the role, please contact Tyce Chen, Acting Senior Manager - Operational Excellence and Investments on email tyce.chen@tag.nsw.gov.au

For enquiries about the recruitment process, please contact Hina Maudarbocus, Talent Advisor on Hina.Maudarbocus@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 adjustment in the recruitment process, please contact People and Culture via email at peopleandculture@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.