ASO4 & ASO5 Casual Pool
Job No:
AGDSA566
Location:
Adelaide
Closing Date: 11:30pm, Sunday 17th April 2022
Eligibility: Open to everyone
Location: Adelaide CBD
Classification: ASO4 & ASO5
Salary Range: $72,135 - $75,616 & $80,830 - $87,868
Duration: Pool
iWorkforSA Reference:
About the Opportunity
The Office of the Public Trustee was established in 1881 and is constituted under the provisions of the Public Trustee Act 1995.
The role of the Public Trustee is to provide eligible South Australians with access to Will making services, powers of attorney preparation and deceased estate and trust administration. Public Trustee also has a role in managing the financial affairs of those people in the community who lack the capacity to manage their own affairs as determined by the courts, the South Australian Civil and Administrative Tribunal (SACAT) or through activation of powers of attorney.
The Public Trustee is a separate agency within the broader departmental organisation of the Attorney-General’s Department.
The Public Trustee is looking to establish a temporary pool of candidates who express an interesting in filling a temporary role when they arise within the Public Trustee Customer Services Branch as either a Personal Estates Officer or Estate Services Officer.
Estate Services Officers provide a personal administrative service to individual clients for either protected, award, power of attorney, deceased estates or trusts under the incumbent’s control. Estate Officers liaise with internal and external service providers and ensure that customer’s needs are satisfied within the provisions of relevant Acts, Regulations and office procedures.
Provide 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. Ensures acceptable rates of return on estate investments by regular investment strategy review and arranging for the sale and/or purchase of investments. Ensures that beneficiaries’ and customers’ needs are satisfied within the provisions of relevant Acts, Regulations and office procedures. Contributing to the Branch and Customer Services Division’s strategic business direction, reviews of policy and work practices. Assists with the mentoring and coaching of lower classified officers
Personal Estates Officer provide a personal administrative service to individual clients for protected, award and power of attorney estates under the incumbent’s control, including the provision of advice and liaison on real estate sales. Ensure acceptable rates of return on estate investments by regular investment strategy review and arranging for the sale and/or purchase of investments. Ensure that client’s needs are satisfied within the provisions of relevant Acts, Regulations and office procedures.
Provide a check of critical estate management processes for all Personal Estate files on an annual basis to ensure the accuracy, integrity and reliability of financial records including verification of financial statements plus fees and charges.
Ensure the timely completion of the administration of estates at death of the client or revocation of Public Trustee's appointment as administrator, manager or attorney. The Personal Estates Officer is accountable 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. The Personal Estates Officer will contribute to the Customer Services Division’s strategic business direction through reviews of legislation, policy, plans and work practices.
For more information about the Attorney-General’s Department and also Public Trustee, please visit https://www.agd.sa.gov.au/ and https://publictrustee.sa.gov.au/.
Click here to download the Job and Person Specification ASO4 Estate Services Officer
Click here to download the Job and Person Specification ASO4 Personal Estates Officer
Click here to download the Job and Person Specification ASO5 Estate Services Officer
Click here to download the Job and Person Specification ASO5 Personal Estates Officer
Click here to download the Job Application Pack ASO4
Click here to download the Job Application Pack ASO5
Click here to download the Privacy Information Disclaimer
Special Conditions for Employment
Employment is dependent upon a National Police Certificate clearance that the AGD finds satisfactory. Successful applicants will be will 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.
Additional Notes
You will be prompted to attach your Curriculum Vitae (CV) and Cover Letter (2 pages) after you have answered the questions below.
For additional role information please refer to the two Job and Person Specifications (attached) or contact Public Trustee Human Resources on 8226 9380 or PT.Humanresources@sa.gov.au.
All applications must be submitted by answering the questions below and following the prompts in the next page to attach the relevant documents.
You may wish to create your answer in Microsoft Word, then copy and paste into the field of this application form. This will also ensure your answers are not lost if you are timed out of the system.
The Attorney-General’s Department is an equal opportunity employer committed to providing a working environment that embraces and values diversity and inclusion.
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/.
Please note: Application intake closes 11:30pm, Sunday 17th April 2022.