Client Account Manager

Public Trustee
Trustee Services

Applications must be submitted by Sunday 20 October, 2024 11:55 PM

**Position details**:
**Applications close**:

- Sunday 20 October, 2024 11:55 PM AEST**Award/Classification**:

- Tasmanian State Service Award - General Stream Band 3**Salary**:

- $72,605.00 to $78,481.00 per annum**Employment type**:

- Permanent, full-time**Region**:

- South**Location**:

- Hobart**Job description**:

- This position contributes to the efficient and effective operation of the Personal Services team of the Client Services Division by undertaking financial administration duties.**_Do you work in Social Services? Do you have experience with People with Disabilities? Do you like to be of service to others? If yes, Public Trustee wants to hear from you_**

Public Trustee supports reasonable adjustment requests in any stage of the assessment process to remove barriers and facilitate full participation in all aspects of employment for applicants with disability. If you have individual requirements that need to be accommodated in order to participate in an interview or recruitment activity, please inform the contact listed at the end of this vacancy.

We are a diverse and inclusive workplace and understand the importance of flexible working arrangements. Talk to us about how this could work for you.

**Hours per fortnight**:
73.50 hours per fortnight - flexible options available.

**Major Functions**:

- Manage a caseload of files, ensuring that financial administrations are managed effectively in accordance with relevant legislation, procedural guidelines and client instructions, maintaining client files and associated documentation.
- Work with clients to set up and maintain client budgets including approving expenditure, authorising payment of invoices, issuing of payment vouchers, coordinating of liability repayment plans, and addressing client queries.
- Liaise with clients regarding their financial administration by telephone, in writing, and in person, undertaking client visitations as required.
- Attend TASCAT hearings to represent the Public Trustee and clients.
- Exercise a formal discretion in relation to the management of client files.
- Engage in proactive client service and relationship building through efficient, effective, timely and professional interactions with clients.
- Contribute to the achievement of team objectives as required.

**Pre-employment Checks**:
The Head of State Service has determined that the person nominated for this vacancy is to satisfy a pre-employment check before taking up the appointment, promotion or transfer.

The following checks are to be conducted:
1. Pre-employment checks
- Arson and fire setting
- Violent crimes and crimes against the person
- Sex-related offences
- Drug and alcohol related offences
- Crimes involving dishonesty
- Crimes involving deception
- Making false declarations
- Malicious damage and destruction to property
- Serious traffic offences
- Crimes against public order or relating to the Administration of Law and Justice
- Crimes against Executive or the Legislative Power
- Crimes involving Conspiracy

2. Disciplinary action in previous employment.

3. Identification check.

**How to apply**:
To apply, please provide a Short Form Application which is a 1-2 page covering letter outlining your experience, skills and knowledge as they relate to the Statement of Duties, and a copy of your current Resumé/CV.

**Please note that we do not require a separate statement addressing the selection criteria.**

Refer to the 'Information for Applicants (PT)' document for further information. Please note, attachments must be in Microsoft Word or PDF format.

**For more information**:
Benjamin Goldfinch
Manager, Personal Services Team
Phone: 03 6235 5223