About the Opportunity
The Case Officer provides personal administrative services for complex deceased, trust, and power of attorney estates under the officer’s control. This role supports the Public Trustee’s mission to deliver ethical, professional, and client-focused estate management services to South Australians.
Key aspects of the role include:
- Administering complex estates and trusts, including financial reporting, asset and liability management, and estate finalisation
- Liaising with beneficiaries, families, legal representatives, and internal teams to ensure estate matters are handled with empathy and professionalism
- Managing real estate transactions, including sales, rentals, insurance, and property maintenance
- Reviewing and implementing investment strategies to ensure acceptable returns on estate assets
- Preparing and verifying financial statements and ensuring compliance with relevant legislation
- Supporting junior staff through on-the-job training and contributing to a collaborative team environment
- Promoting Public Trustee services and contributing to business development opportunities
What you'll need to succeed
Essential:
- Experience in estate or trust administration, financial casework, or property management
- Strong written and verbal communication skills, with the ability to manage sensitive conversations
- High-level numerical and analytical skills, including financial statement preparation
- Proven ability to manage competing priorities and meet deadlines
- Ability to interpret and apply relevant legislation, policies, and procedures
- Proficiency in Microsoft Office applications and financial systems
Desirable:
- Experience working within a legislative or compliance-focused environment
- Knowledge of Public Trustee services and relevant Acts and regulations
- Post-secondary qualifications in law, accounting, or related fields
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 under the Public Trustee Act 1995 (SA). It provides services including will preparation, powers of attorney, and administration of deceased and protected estates.
The Public Trustee also manages the personal, legal, and financial affairs of individuals who are unable to do so themselves. Our work is guided by a commitment to protecting the wishes and interests of those we serve.
Additional Notes
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.
To apply please submit your resume and cover letter to Nicola Cowan at publictrusteesa@hays.com.au
Applications Close - 4th December 2025
Flexibility Statement
The South Australian public sector promotes diversity and flexible ways of working, including part-time. Applicants are encouraged to discuss the flexible working arrangements for this role.
LHS 297508