Attorney-General's Department
Job reference: 840823
Location: 5000 - ADELAIDE
Job status: Ongoing
Eligibility: Open to Everyone

Classification: ASO3
Salary Range: $71,589- $76,033 + Superannuation
Duration: Ongoing
Vacancy Type: Full Time
Number of Positions Available: Multiple
Closing Date: 11:30pm, Thursday, 1 April 2027

About the Opportunity

Recruitment Process

The Public Trustee maintains a recruitment pool for candidates interested in ASO3 Personal Estates and Estate Services Officer positions. This pool supports timely recruitment when vacancies arise. Positions may become available at different times throughout the year as staffing requirements change, with contract types including Ongoing, Term and Backfill vacancies, depending on operational needs.

Applicants are encouraged to submit their applications while the advertisement is open, as early applications may be reviewed first. While joining the recruitment pool does not guarantee employment, all registered applicants will be considered when a suitable vacancy becomes available.

If shortlisted, you may be contacted to participate in the recruitment and assessment process. Each stage must be successfully completed before progressing to the next. For any questions about the role or the recruitment process, please contact the person listed in the advertisement.

 

About the Roles

Please indicate your preference for either an individual role or both roles in your cover letter

Estate Services

The ASO3 Estate Services Officer is responsible for providing administrative services to clients for deceased estates and trusts. This role will involve liaising regularly with internal and external stakeholders for legal, taxation and real estate transactions. Furthermore, it will involve managing a high-volume case load whilst dealing with conflict situations and challenging customers in a timely manner.

Duties will include:

• Consulting with and interviewing beneficiaries and clients whilst ensuring effective planning, organisation and administration of estates and trusts.
• Preparing accurate financial statements whilst contributing to the smooth operation of the office.
• Providing preparation of wills and power of attorney documents in accordance with relevant standards, procedures and legislation.
• Coordinating the sale, transfer and purchase of assets, including insurance cover and property inspections, whilst adhering to relevant legislation.
• Regularly reviewing trust investment portfolios and strategies whilst liaising with clients and arranging for the sale of small parcels investments.

Financial Administration:

The ASO3 Personal Estates Officer is responsible for providing financial administrative services to customers for protected, award and power of attorney estates and will involve providing excellent customer service in accordance with the service standards of Public Trustee.

Duties will include:

• Ensuring the effective planning, organisation and administration of estates by liaising with customers, customer representatives, caregivers and agencies.
• Identifying, recording and arranging for payment of customers’ payments, debts and accounts whilst ensuring the accuracy, integrity and reliability of financial records.
• Preparing accurate financial statements for reporting to and attending the Guardianship Board and other Court hearings as required.
• Where appropriate, distributing the funds held in trust of estates of deceased customers in accordance with the customer's will or relevant legislation.
• Reviewing all estates on an annual basis by completing relevant documentation and complying with relevant Acts, Regulations and Public Trustee delegations, policies, standards and procedures.
• Performing estate administration in a professional and efficient manner.

 

What You’ll Need to Succeed

• Ability to prioritise, manage high workloads, and meet deadlines effectively.
• Ability to manage challenging situations in an empathetic and professional manner.
• Excellent written and verbal communication.
• Ability to prepare financial statements whilst maintaining high accuracy.
• Ability to work independently with minimal supervision and within a team.

What we can offer you

• Prime CBD location, with offices looking out over Victoria Square with convenient access to public transport and proximity to the Central Markets. 
• Flexible working arrangements that recognise the importance of work-life balance and help you manage your commitments.
• Impactful role where you contribute to continuous improvement efforts and deliver outstanding project outcomes, that enhance organisational effectiveness.
• A collaborative and hard-working team motivated to provide excellent customer service.

If you’re passionate about developing talent and driving cultural change, we want to hear from you! Join us and help shape the future of Public Trustee while making a meaningful difference in our community.

 

About the Business

The Office of the Public Trustee (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 is also responsible for managing 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 the Public Trustee, please visit https://www.agd.sa.gov.au/ and Public Trustee | Public Trustee

 

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.

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.

 

Additional Notes

You will be prompted to attach your Curriculum Vitae (CV) and Cover Letter (2 pages) after you have answered the questions via the link below. For more information please download 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 Tracy Shepherd, Personal Estates Operations Coordinator, Public Trustee on (08) 8372 7550 or tracy01.pt@sa.gov.au

 

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: 01/04/2027 11:30 PM

Attachments:
- ASO3 Estate Services Officer - Job and person specification.pdf
- ASO3 Personal Estates Officer - Job and Person Specification.pdf
- Job Application Pack.pdf

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.