Client Account Manager

1 day ago

Hobart, Tasmania, Australia Public Trustee (Tasmania) Full time $60,000 - $90,000 per year

Company Description

Public Trustee is a Government Business Enterprise (GBE) whose basic powers and duties are set out in the Public Trustee Act 1930.

Our aim is to provide a safety net to all Tasmanians, always: helping them to protect their legacy through our services of wills, estates, and financial administration.

Core to our purpose is the provision of financial administration services to Represented Persons.

The primary values of the staff, management and Board of Directors are:

· Service - a client service focus achieved by teamwork across the whole oganisation

· Respect - personal and professional respect for each other and our clients

· Integrity - open, honest and ethical service delivery.

We provide our services with empathy, dignity, and respect. We have our customers at the centre of everything we do. Sound governance, communication and a responsive and personable culture underpins our work at Public Trustee.

Role Description

1.   Manage a caseload of complex files ensuring that financial administration, power of attorney and trusts are managed effectively in accordance with relevant legislation, procedural guidelines and client instructions.

2.   Exercise a formal discretion in relation to the management of client files.

3.   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.

4.   Liaise with clients regarding their financial administration by telephone, in writing, and in person, undertaking client visitations as required.

5.   Attend Guardianship and Administration Board hearings to represent the Public Trustee and clients.

6.   Engage in proactive client service and relationship building through efficient, effective, timely and professional interactions with clients.

7.   Contribute to the achievement of team objectives.

Knowledge and Skills (Selection Criteria)

Candidates should address the selection criteria in the context of the position objectives and the major functions. All applicants will be assessed against these criteria.

1.   Comprehensive knowledge of and substantial experience in the trustee industry, client services, social or disability services or another associated industry.

2.   Demonstrated initiative, judgement and discretion and effective problem-solving skills.

3.   Proven ability to work effectively individually and as part of a team in the efficient and timely delivery of professional client services combined with demonstrated self-management and time management skills including the ability to set and meet own work objectives and manage concurrent tasks and issues.

4.   High level communication and interpersonal skills including well developed written communication, liaison, negotiation and conflict resolution skills.

5.   Well-developed skills in maintaining and promoting excellent client service through identifying and understanding client needs and building effective relationships which will meet expectations.

6.   Demonstrated capacity to behave in accordance with the Public Trustee's Values of Service, Respect and Integrity and the associated Behaviours.

Please visit Tasmanian Government Jobs to apply

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