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Personal Estates Officer
Attorney-General's Department
Job reference: 847912
Location: 5000 - ADELAIDE
Job status: Ongoing
Eligibility: Open to Everyone

Classification: ASO4
Salary Range: $79,432 - $83,266 + Superannuation
Duration: Ongoing
Vacancy Type: Full Time
Number of Positions Available: 1
Closing Date: 11:30pm, Monday 22 June 2026


About the Opportunity

What the role entails:

  • 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 through contributing to business development opportunities

What you'll need to succeed

  • 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.

 

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.

 

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 Specification.

For further information about this exciting opportunity that is not covered by this website please contact Tracy Shepherd , email 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: 22/06/2026 11:30 PM

Attachments:
- ASO4 Estate Services Officer.pdf
- ASO4 Personal Estates Officer 2.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.