Principal Public Trust Officer

2 days ago

Brisbane, Australia Public Trust Office Full time

About the role
This Principal Public Trust Officer position operates within the Customer Experience and Delivery Program and is responsible for the management of a work unit within the core business of the Public Trustee. The role will undertake the management of complex or sensitive estates in the role of financial administrator, trustee or executor and provide expert advice to management, customers and other staff members.
Key responsibilities
- Manage a work unit within the regional office structure, monitoring and supervising the performance and key activities of other staff members to ensure that goals and objectives are successfully met.
- Review documents and provide advice and support with regard to file management, complex cases and customer enquiries including those escalated from staff members at a subordinate level.
- Manage complex files on behalf of the regional office including deceased estates, disability services and trust matters in addition to complex enquiries from customers, beneficiaries, other stakeholders and the public.
- Mentor and train other staff members, toward ensuring that customers receive efficient and high-quality, cost-effective service in key areas of operation.
- Assist customers by providing professional assistance and advice relating to estate planning and Will making and any other matters falling into the area of the work group's responsibility.
- Prepare statements of account in accordance with legislative standards and provide advice and reports as required to senior management and ensure the coordination and administration of office systems, financial reports, office accounts and monitoring systems are in accordance with audit requirements and Office policy.
- Appear at Queensland civil and Administrative Tribunal (QCAT) and other tribunal hearings, as per site requirements.
- Contributing to a positive and safe work environment by modelling conduct that is culturally capable, inclusive, respectful, and ethical
- Keeping yourself and others safe and well
- Other duties as required.

How to apply
If you are interested in working with us, please provide the following information to help us assess your suitability:
*
- Your current resume, including a comprehensive employment history and any relevant qualifications and professional certifications you hold.
- A cover letter (no more than one pages) outlining recent examples of your ability to demonstrate the 'Key capabilities' required to perform the 'Key responsibilities' of the role, as outlined above.
- Contact details for two referees. At least one referee should have thorough knowledge of your conduct and performance within the previous two years. If you are a current or previous public service employee, please nominate a referee who can report on your public service employment.
- Details of any visa conditions if you are not an Australian citizen or do not have permanent residency status.This work is licensed under a Creative Commons Attribution 3.0 Australia License.

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