Client Account Manager at The Public Trustee

Job Description

Client Account Manager at The Public Trustee

This position may be available in Devonport, Launceston or Hobart.

We encourage applications from Indigenous Australians, people with disability, people from diverse cultural and linguistic backgrounds, mature age workers and lesbian, gay, bisexual, transgender and intersex (LGBTIQ+) people.

Public Trustee supports reasonable adjustment requests in any stage of the assessment process to remove barriers and facilitate full participation in all aspects of employment for applicants with disability. If you have individual requirements that need to be accommodated in order to participate in an interview or recruitment activity, please inform the contact listed at the end of this vacancy.

We are a diverse and inclusive workplace and understand the importance of flexible working arrangements.  Talk to us about how this could work for you.

Hours per fortnight

73.50 hours per fortnight – flexible options available. 

Major Functions

• Manage a high-level deceased estate, financial administrations, power of attorney and trust administrations caseload are managed effectively in accordance with relevant legislation, procedural guidelines and client instructions.

• Exercise a formal discretion in relation to the management of client files.

• Engage in proactive client service and relationship building.

• Contribute to the achievement of team objectives.

Requirements

The Head of State Service has determined that the person nominated for this vacancy is to satisfy a pre-employment check before taking up the appointment, promotion or transfer.

The following checks are to be conducted:

1. Pre-employment checks

• Arson and fire setting

• Violent crimes and crimes against the person

• Sex-related offences

• Drug and alcohol related offences

• Crimes involving dishonesty

• Crimes involving deception

• Making false declarations

• Malicious damage and destruction to property

• Serious traffic offences

• Crimes against public order or relating to the Administration of Law and Justice

• Crimes against Executive or the Legislative Power

• Crimes involving Conspiracy

1. Disciplinary action in previous employment.

2. Identification check.