Client Account Manager (851256)

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 (LGBTIQA+) 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

1. Manage a caseload of complex files ensuring that financial administration, power of attorney and trusts are managed effectively in accordance with relevant legislation, procedural guidelines and client instructions.
2. Exercise a formal discretion in relation to the management of client files.
3. Work with clients to set up and maintain client budgets including approving expenditure, authorising payment of invoices, issuing of payment vouchers, coordinating of liability repayment plans, and addressing client queries. 
4. Liaise with clients regarding their financial administration by telephone, in writing, and in person, undertaking client visitations as required.
5. Attend Guardianship and Administration Board hearings to represent the Public Trustee and clients.
6. Engage in proactive client service and relationship building through efficient, effective, timely and professional interactions with clients.
7. Contribute to the achievement of team objectives.

Pre-employment Checks

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

2. Disciplinary action in previous employment.

3. Identification check.

Download the Statement of Duties and any Associated Documents

 Statement of Duties (851256) Client Account Manager.docx

 Statement of Duties (851256) Client Account Manager.pdf

 Information for Applicants (PT) Short Form Application.docx

 Information for Applicants (PT) Short Form Application.pdf

 FAQs (PT) Short Form Application.docx

 FAQs (PT) Short Form Application.pdf

How to apply

To apply, please provide a Short Form Application which is a 1-2 page covering letter outlining your experience, skills and knowledge as they relate to the Stateme