Estate Services Officer

Description:

Attorney-General's Department
Job reference: 666969
Location: 5000 - ADELAIDE
Job status: Long Term Contract
Eligibility: Open to Everyone

Classification: ASO5
Salary Range: $85,790- $95,413 + superannuation
Duration: up to 24 months
Vacancy Type: Full Time
Number of Positions Available: Multiple
Closing Date: 11:30 PM, Sunday 27 April 2025

About the Opportunity

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

About the Role – Estate Services Officer

The Estate Services Officer is accountable to a Team Leader for providing a personal administrative service to individual customers for complex deceased, trusts or protected and power of attorney estates under the incumbent’s control, including the provision of advice and liaising on real estate sales.

The ASO5 Estate Services Officer is responsible for:

• Ensuring that beneficiaries’ and customers’ needs are satisfied within the provisions of relevant Acts, Regulations and office procedures.
• Assisting with the mentoring and coaching of lower classified officers
• Professional administration of complex estates and trusts under the officer’s control
• Ensuring the provision of professional consultancy and advisory services to a wide range of customers
• Preparing accurate financial statements.
• Conducting regular risk assessment of estate assets/funds
• Arranging for the sale or transfer of assets and arranging for the purchase of assets at an appropriate price
• Keep accurate and complete records of business activities and complies with the State Records Act 1997

About the Role – Personal Estates Officer

The Personal Estates Branch contributes to strategic business operations and provides high quality financial administration, estate management, investment and legal services to customers who are subject to Administration Orders from the South Australia Civil and Administrative Tribunal (SACAT); or in cases where the Public Trustee also acts as their Attorney and/or as Manager, appointed by the Supreme Court.

The ASO5 Personal Estates Officer is accountable to the Team Leader for the provision of:

• High quality financial administration and estate management to customers who are subject to Administration Orders from the SACAT; or in cases where the Public Trustee also acts as their Attorney or as Manager by order of the Courts.
• Investment and legal services to customers with guidance; and
• High caring, expert and technical advice, consultancy and advisory service to customers and the community.
• Managing all financial matters and assets. (e.g. managing complex issues, including partnerships, overseas investments/assets or extensive share portfolios, and/or real estate, furniture and effects; addressing excess draw down of funds by customers and/or negotiation and re-negotiation of budgets).
• With guidance, manage investment and legal aspects of estates.
• Conducting thorough investigations of highly complex estates and/or prior financial management.
• Ensure the provision of a high caring, customer advisory and consultancy service to customers, stakeholders and interested parties.
• Undertaking high-level consultation and negotiation with a wide range of relevant stakeholders as well as seeking and acting on feedback to improve services.

The Personal Estates Officer will contribute to the Customer Services Division’s strategic business direction through reviews of legislation, policy, plans and work practices.

What You’ll Need to Succeed

• Proven ability to determine priorities, cope with high volumes of work, plan and organise workloads, set targets, meet deadlines and achieve high standard results.
• Proven ability to exercise sound judgement in decision making and to act with tact, discretion and empathy when dealing with all persons.
• Proven ability to analyse, research and solve problems and effectively manage conflict situations.
• Proven ability to act with tact, sound judgement, discretion and empathy when dealing with all persons.
• High level of competence with numerical calculations and preparation of financial statements
• Experience in either the administration of complex estates, or financial accounting and reporting of a complex nature in a customer service environment.
• Proven ability to communicate with a wide range of people, verbally and in writing, including interviewing and the preparation of reports and letters on behalf of senior management
• Experience in working with legislation relevant to financial and or estate administration.
• Knowledge of the principles and practice of WHS, Equal Opportunity, the Public Sector Act Employee conduct standards and diversity appropriate to the requirements of the position.

What we can offer you

• Prime CBD location, with offices looking out over Victoria Square with convenient access to public transport and proximity to the central market.
• Flexible working arrangements that recognise the importance of work-life balance and help you manage your commitments.
• Impactful role where you contribute to continuous improvement efforts and deliver outstanding project outcomes, that enhance organisational effectiveness.
• A collaborative and hard-working team motivated to provide the best customer service to Public Trustee employees.

If you’re passionate about developing talent and driving cultural change, we want to hear from you! Join us and help shape the future of Public Trustee while making a meaningful difference in our community.

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 Sonia Morgante, Operations Coordinator Estate Services on 8226 9309 or sonia.morgante@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/ .

Applications close: 27/04/2025 11:30 PM

Attachments:
- ASO5 Personal Estates Officer Job and Person Specification.pdf
- J&P-ASO5 Estate Services Officer.pdf
- Job Application Pack.pdf

Flexibility Statement
The South Australian public sector promotes diversity and flexible ways of working including part-time. Applicants are encouraged to discuss the flexible working arrangements for this role.