Position Information Classification: ASO3 Salary Range: $71,589- $76,033 + Superannuation Duration: Ongoing Vacancy Type: Full Time Number of Positions Available: Multiple Closing Date: 11:30pm, Thursday, 1 April 2027 ASO3 Estate Services Officer Responsible for providing administrative services to clients for deceased estates and trusts. Liaises with internal and external stakeholders for legal, taxation and real estate transactions. Key duties include: Consulting with and interviewing beneficiaries and clients ensuring effective planning, organisation and administration of estates and trusts. Preparing accurate financial statements contributing to smooth operation of the office. Preparing wills and power of attorney documents in accordance with relevant standards, procedures and legislation. Coordinating the sale, transfer and purchase of assets, including insurance cover and property inspections, adhering to legislation. Reviewing trust investment portfolios and strategies, liaising with clients and arranging sale of small parcel investments. ASO3 Personal Estates Officer Responsible for providing financial administrative services to customers for protected, award and power of attorney estates, delivering excellent customer service. Key duties include: Effective planning, organisation and administration of estates by liaising with customers, customer representatives, caregivers and agencies. Identifying, recording and arranging payment of customers debts and accounts while ensuring accuracy, integrity and reliability of financial records. Preparing accurate financial statements for reporting to the Guardianship Board and other Court hearings. Distributing funds held in trust of estates of deceased customers according to will or legislation where appropriate. Reviewing all estates annually by completing documentation and complying with relevant Acts, Regulations and Public Trustee delegations, policies, standards and procedures. Performing estate administration professionally and efficiently. Skills and Qualifications Ability to prioritise, manage high workloads and meet deadlines effectively. Ability to manage challenging situations empathetically and professionally. Ability to prepare financial statements with high accuracy. Ability to work independently with minimal supervision and within a team. Employment-related screening check required. Some out of hours work may be required. Benefits Prime CBD location with views over Victoria Square and convenient public transport. Flexible working arrangements to support work-life balance. Impactful role contributing to continuous improvement and project outcomes. A collaborative and hard-working team focused on excellent customer service. Diversity and Inclusion The South Australian public sector promotes diversity and flexible ways of working, including part-time. Aboriginal and Torres Strait Islander People and people with disability are strongly encouraged to apply. We are committed to providing a supportive, inclusive and respectful work environment and making reasonable adjustments for barrierfree recruitment. #J-18808-Ljbffr
Job Title
Case Officer