Personal Estates Or Estates Services Officer

Description:

Classification: ASO3
Salary Range: $67,589-$72,033 + superannuation
Duration: up to 12 months
Vacancy Type: Full Time
Number of Positions Available: Multiple
Closing Date: 11:30 PM, Saturday 22 March 2025

About the Opportunity

Multiple opportunities are available within the two Customer Service branches at the Public Trustee in Estate Services and Personal Estates.

Personal Estates:
The ASO3 Personal Estates Officer provides a personal administrative service to individual customers for protected, award and power of attorney customers being supported by us. This includes assisting them in their day-to-day financial decision making and ensuring acceptable rates of return on estate investments through regular investment strategy reviews and arranging for the sale and/or purchase of investments.

• Interviewing and liaising with customers or customer representatives to obtain information and developing close working relationships with other service providers of these customers.
• Identifying, recording and arranging for payment of customers’ debts and accounts.
• Preparing accurate financial statements for reporting to and attending the South Australian Civil & Administrative Tribunal and other Court hearings as required.
• Exercising delegated authorities or, where appropriate, obtaining approval from the relevant delegate for a proposed investment strategy for each customer.

Estate Services:
The ASO3 Estate Services Officer provides exceptional administrative services to individual customers for trusts and estates under the Public Trustee’s management. This includes the provision of advice, managing caseload of customers taxation matters, the collection or transfer of estate assets and the investment of customers’ funds.

• Interviewing beneficiaries and clients to gather information and maintaining effective relationships with internal and external service providers involved in estate administration.
• Managing and arranging the payment of estate liabilities in accordance with relevant procedures and legal requirements.
• Preparing accurate financial statements for estates and trusts, ensuring compliance with organisational standards.
• Coordinating the sale, transfer, and purchase of estate assets, including properties, ensuring adherence to legal and procedural requirements.
• Regularly reviewing and liaising with customers regarding trust investments to ensure assets are managed in alignment with customers’ needs and objectives.

What You’ll Need to Succeed:

• Ability to cope with a high volume of work and prioritise work to meet task deadlines.
• Ability to work independently with limited supervision.
• Ability to communicate effectively
• Ability to deal with challenging situations.
• A demonstrated ability to deliver an effective service to customers, and a commitment to service excellence.

What We Can Offer You:

• A collaborative and hard-working team motivated to provide the best customer service to Public Trustee customers.
• Prime CBD location, with offices looking out over Victoria Square with convenient access to public transport and proximity to the central market.
• Opportunities for career progression.

About the Business

The Office of the Public Trustee (Public Trustee) operates as part of the Attorney-General’s Department and was established on 1 January 1881, under the Public Trustee Act 1995 (SA). It offers services to South Australians, including will preparation, powers of attorney, and administration of deceased estates and trusts. The Public Trustee is also responsible for managing the personal, legal, and financial affairs of individuals who are unable to handle these matters on their own. At the heart of our work is our commitment to protecting the wishes and interests of those we serve.

For more information about the Attorney-General’s Department and public Trustee, please visit https://www.agd.sa.gov.au/ .

Special Conditions for Employment

Employment is dependent upon a National Police Certificate clearance that the AGD finds satisfactory. Successful applicants will be provided further information if an interview is requested. Forms are not to be lodged directly with SA Police (SAPOL) under any circumstances and any fees incurred by applicants in doing so will not be recoverable from the AGD.

Employment-related Screening Check required.
Some out of hours work may be required.

Additional Notes

You will be prompted to attach your Curriculum Vitae (CV) and Cover Letter (2 pages) after you have answered the questions via the link below. For more information please download the Job Application Pack and Job and Person Specifications.

For further information about this exciting opportunity that is not covered by this website please contact Rebecca Sheath, Team Leader Personal Estates, Public Trustee on 08 7136 9341or rebecca02.pt@sa.gov.au.

Click Apply and follow the prompts to submit your application.

The Attorney-General’s Department values workplace diversity and is committed to providing a supportive, inclusive and respectful work environment.

Aboriginal and Torres Strait Islander People and people with disability are strongly encouraged to apply.

The South Australian public sector supports flexible ways of working including part-time working arrangements wherever reasonably possible. The sector is diverse and desires to increase in diversity and to create opportunities for more South Australians.

We are committed to making reasonable adjustments to provide a positive, barrier-free recruitment process and supportive workplace. If you have any support or access requirements, we encourage you to advise us at the time of application via the contact above or our website https://www.agd.sa.gov.au/.