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.

The Public Trustee also manages the personal, legal, and financial affairs of individuals who are unable to handle these matters on their own. At the heart of our work is our commitment to protecting the wishes and interests of those we serve.

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.

Employment-related Screening Check required.

Some out of hours work may be required.

Additional Notes

You will be prompted to attach your Curriculum Vitae (CV) and Cover Letter (2 pages). For more information please request the Job Application Pack and Job and Person Specifications.

For further information about this exciting opportunity that is not covered by this website please contact Nicola Cowan, Senior Recruitment Consultant, Hays Recruitment on [email protected]

Click Apply and follow the prompts to submit your application.

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.

The South Australian public sector supports flexible ways of working including part-time working arrangements wherever reasonably possible. The sector is diverse and desires to increase in diversity and to create opportunities for more South Australians.

We are committed to making reasonable adjustments to provide a positive, barrier-free recruitment process and supportive workplace. If you have any support or access requirements, we encourage you to advise us at the time of application via the contact above or our website https://www.agd.sa.gov.au/.

Applications close: 23/09/2025 11:30 PM

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.