Personal Estates Officer
Job No:
AGDSA315
Location:
Adelaide
Closing Date: 5pm, Tuesday, 1 January 2019
Location: Adelaide
Salary Range: $70,635 - $74,116
Classification: ASO4
Duration: Ongoing
iWorkforSA Reference: 333464
About the Attorney-General's Department
With over 1,500 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 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.
The Public Trustee is a separate agency within the broader departmental organisation of the Attorney-General’s Department.
About the Opportunity
The Personal Estates Officer provides 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.
The Personal Estates 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.
The Personal Estates Officer ensures 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.
Click here to download the Job and Person Specification
Click here to download the Job Application Pack
Click here to download the Privacy Information Disclaimer
Special Conditions for Employment
Employment is dependent upon a National Police Certificate clearance and DHS Child Related and Disability Related Background Screening checks 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. Should you proceed in the recruitment process you will receive further information on the DHS Background Screening check process.
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 additional role information please refer to the Job and Person Specification (attached) or contact Bradley Simpson, Team Leader on 8226 9341 or brad01.pt@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 5pm, Tuesday, 1 January 2019