Senior Public Trust Officer

4 weeks ago

Ipswich, South Dakota, Australia at Full time
Overview

$89,515 - $98,158 per annum + 12.75% super

The Customer Experience and Delivery (CED) portfolio at Queensland Public Trustee (QPT) offers trusted estate administration, education, and financial services, empowering Queenslanders to plan and prepare for significant life events.

Responsibilities
  • As a Senior Public Trust Officer within the CED Program, manage a caseload of complex files and provide guidance, coaching, and support to other Public Trust Officers in the team.
  • Provide professional advice, case load management, and ensure compliance with office policies and procedures.
  • Engage with internal and external stakeholders to achieve the best financial outcome for clients.
About you

You are a proactive and collaborative individual with a strong background in financial administration and customer service. You enjoy guiding and mentoring junior staff and encouraging them to succeed. Your demonstrated experience in managing complex files, ideally in financial management and ability to empathise and de-escalate situations, positions you as an invaluable asset to our team.

Qualifications and attributes
  • A strong commitment to delivering exceptional customer service and ensuring customer satisfaction
  • Ability to provide advice, support, and guidance to junior staff members, ensuring adherence to best practices and procedures
  • Proficient conflict resolution, negotiation, and influencing skills for de-escalation
  • Skilled in reviewing financial documents, statements of account, and ensuring strict compliance with office policies and procedures
  • Ability to interpret and apply legislation, policy, and procedures within delegated limits
  • Strong organisational and multitasking abilities to manage a caseload of complex files efficiently
  • Ability to model conduct that is culturally capable, inclusive, respectful, and ethical, contributing to a positive work environment
What we offer
  • A fulfilling role where your skills directly impact lives
  • Dynamic work environment with diverse responsibilities
  • Opportunities for personal and professional growth
  • Supportive culture prioritising employee mental health and wellbeing
How to apply
  • A cover letter (maximum two pages) telling us what you will bring to the role and your motivation for applying.
  • Your current CV or resume (maximum three pages is recommended), including any mandatory and/or other requirements.
  • Details of two referees who have a thorough knowledge of your capabilities, work performance and conduct within the previous two years. It is preferable to include your current or immediate past supervisor.

Only those persons eligible to work in Australia may be employed by QPT. Prospective employees will be required to provide proof of identity and documentary evidence of their right to work in Australia.

QPT is a value for money independent state trustee service dedicated to advancing and safeguarding the rights, interests and wishes of Queenslanders in need of financial management, trust and estate planning and administration support. We have been looking after Queenslanders and their families since 1916.


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