ASO5 Complex Case Officer
Join the South Australian Public Trustee as a Complex Case Officer
About the Opportunity
The Public Trustee is seeking experienced and empathetic professionals to join our Customer Services Division as Complex Case Officers. This role offers a unique opportunity to support both deceased estates and personal finances under legal orders, delivering high-quality financial administration, estate management, and customer service.
This is a case management-focused role, requiring a high level of autonomy, judgement, and emotional intelligence. You’ll be responsible for navigating complex legal and financial scenarios, often involving vulnerable clients, and ensuring outcomes are delivered with care and professionalism.Key aspects of the role include:
- Administering estates, trusts, and financial matters for deceased and living customers.
- Managing complex case files with a focus on legal compliance.
- Preparing financial statements, managing investments, and overseeing real estate transactions.
- Liaising with beneficiaries, clients, legal representatives, and government agencies.
- Representing the Public Trustee at SACAT hearings and stakeholder meetings.
- Mentoring junior staff and contributing to continuous improvement initiatives.
- Investigating and resolving complaints and disputes with professionalism and empathy.
What You'll Need to Succeed:
Essential:- Proven experience in estate administration, financial management, or legal compliance.
- Strong case management skills and the ability to work independently on complex matters.
- Well-developed interpersonal and stakeholder management skills
- High emotional intelligence and conflict resolution capabilities.
- Ability to interpret legislation and manage complex cases independently.
- Strong organisational skills and attention to detail.
Desirable:
- Qualifications in law, finance, or related disciplines.
- Experience working with vulnerable clients or in guardianship settings.
- Knowledge of relevant legislation including the Public Trustee Act, Trustee Act, and Guardianship and Administration Act.
What We Can Offer You:
A central CBD location with easy access to public transport and amenities.
Flexible working arrangements that support work-life balance.
A collaborative and supportive team environment.
Opportunities to contribute to meaningful public service outcomes.
Professional development and career growth within the Attorney-General’s Department.
About the Business
The Office of the Public Trustee operates as part of the Attorney-General’s Department and was established on 1 January 1881 under the Public Trustee Act 1995 (SA). It offers services to South Australians including will preparation, powers of attorney, and administration of deceased estates and trusts.
For more information about the Attorney-General’s Department and also Public Trustee, please visit https://www.agd.sa.gov.au/ and https://www.publictrustee.sa.gov.au/
Special Conditions for Employment
Employment is dependent upon a National Police Certificate clearance that the AGD finds satisfactory. Successful applicants will be 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.
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). For more information, please ask for the Job Application Pack and Job and Person Specifications.
For further information about this exciting opportunity please contact Nicola Cowan, Senior Recruitment Consultant, Hays Recruitment on publictrusteesa@hays.com.au
The Attorney-General’s Department values workplace diversity and is committed to providing a supportive, inclusive and respectful work environment.
Aboriginal and Torres Strait Islander People and people with disability are strongly encouraged to apply.
Applications Close: 23/09/2025 11:30pm
LHS 297508
Summary
- Job Type
- Permanent
- Industry
- Government & Public Services
- Location
- SA - Adelaide
- Specialism
- Accounting Support
- Ref:
- 2952528
- Closing date
- 23 Sep 2025
Talk to a consultant
Talk to Nicola Cowan, the specialist consultant managing this position, located in Adelaide
Level 17, 11-19 Grenfell St
Telephone: 0872214117
JOB_51501322952528