About the Opportunity

The Case Officer provides personal administrative services for both deceased and protected estates, including trusts, awards, and powers of attorney. This role supports the Public Trustee's mission to deliver ethical, professional, and customer-focused estate management services to South Australians.

A key part of the role involves managing a case load of customers and delivering high-quality customer service over the phone, often as the first point of contact for individuals seeking support with estate matters. You'll play a vital role in guiding customers through sensitive and complex processes with empathy, professionalism, and clarity.

Key aspects of the role include:

• Administering estates and trusts, including asset and liability management, financial reporting, and estate finalisation.
• Supporting living customers under protection by developing case management plans and ensuring financial wellbeing.
• Providing responsive and compassionate customer service via phone, email, and in-person interactions.
• Preparing wills, powers of attorney, and estate documentation in line with legislation.
• Liaising with customers, beneficiaries, aged care providers, legal representatives, and internal teams.
• Conducting annual compliance checks and contributing to the accuracy and integrity of estate records.
• Supporting investment strategy reviews and property management activities.
• Contributing to a respectful, inclusive, and high-performing team culture.

What you'll need to succeed

• Experience in estate administration, case management, or financial services.
• Strong written and verbal communication skills, including the ability to provide clear and empathetic support to customers over the phone.
• Proven ability to manage competing priorities and meet deadlines.
• High attention to detail and accuracy in documentation and record-keeping.
• Ability to interpret and apply relevant legislation, policies, and procedures.
• Proficiency in Microsoft Office applications and financial systems.

Desirable:

• Knowledge of ageing, mental health, Centrelink, or welfare support systems.
• Experience working within a legislative or compliance-focused environment.

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.

For more information about the Attorney-General's Department and also the Office of the Public Trustee, please visit https://www.agd.sa.gov.au/ and publictrustee.sa.gov.au

Special Conditions of 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 checks are required.

Some out-of-hours work and occasional travel may be required.

How to apply
Please email your resume and cover letter to Nicola Cowan at [email protected], for more information please request the job application pack and job and person specifications.

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: 14/10/2025

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.