Personal Estates and Estate Services Officer Relieving Pool
Job No:
AGDSA203
Location:
Adelaide
Closing Date: 5pm, Friday 27 July 2018
Eligibility: External Vacancy - Open to Everyone
Location: Adelaide
Salary Range: $59,181 - $63,368
Classification: ASO3
Duration: Casual/Temporary, up to 12 months
Jobs SA Reference: 2017-23632
About the Attorney-General's Department
With over 1,700 staff, the Attorney-General’s Department (AGD) forms an important portfolio within the South Australian Government. AGD provides high-level legal services and advice to Ministers and agencies across the whole of government, specialist policy advice, regulation and compliance, and direct service delivery to the public.
The AGD’s vision is one of an inclusive, safe and fair South Australia. The AGD strives to promote justice through protecting rights and holding people to account according to the law, improving safety, and contributing to an efficient and fair justice system.
About the Public Trustee
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 all 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.
Public Trustee is a separate agency within the broader departmental organisation of the Attorney-General’s Department.
About the Opportunity
This opportunity is to establish a relieving pool for our Customer Services positions within out Personal Estates and Estate Services Branches within Public Trustee. Successful applicants will proceed to interviews and then placed in a pool and notified as suitable vacancies arise. Successful applications for the pool are valid for a period of twelve months for appointment to temporary positions arising throughout the 12 month period.
The roles:
Personal Estates Officer
The Personal Estates Officer provides a personal administrative service to individual customers for protected, award and power of attorney estates under the incumbent’s control. The Officer ensures acceptable rates of return on estate investments by regular investment strategy review and arranging for the sale and/or purchase of investments. The Officer ensures that customer needs are satisfied within the provisions of relevant Acts, Regulations and office procedures. The Officer provides 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.
Click here to download the Job and Person Specification (Personal Estates Officer)
Estate Services Officer
The Estate Services Officer provides a personal administrative service to individual customers for deceased estates and trusts under the incumbent’s control. The Estate Services Officer liaises with internal and external service providers for legal, taxation and real estate transactions. The Estate Services Officer ensures acceptable rates of return on estate investments by regular investment strategy review and arranging for the sale and/or purchase of investments. The Estate Services Officer ensures that beneficiaries and client needs are satisfied within the provisions of relevant Acts, Regulations and office standards and procedures.
Click here to download the Job and Person Specification (Estate Services Officer)
Click here to download the Job Application Pack (for both roles)
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 advised to submit their National Police Check Application form, including certified identification documents, to the AGD if an interview is requested. The form is 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. If you are invited for an interview you will be required to bring a completed Job Application Pack and National Police Clearance form and ID.
Additional Notes
Aboriginal and Torres Strait Islander People and people with disability are strongly encouraged to apply.
You will be prompted to attach your Curriculum Vitae (CV) and Cover Letter (2 pages) after you have answered the questions below.
For further information about this exciting opportunity that is not covered by this website please contact Emma-Louise Zorbas, Human Resources Consultant, Public Trustee on 8226 9294 or PT.HumanResources@sa.gov.au.
Applications will be reviewed periodically.
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 below or our website https://www.agd.sa.gov.au/.
Please note: Application intake closes 5pm, Friday 27 July 2018