Client Account Manager (850234)

 
  • Tasmania Government
  • Australia, Tas
  • Oct 13, 2020
Maths Full Time - Continuing

Job Description:

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.

Duties

  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. Exercise a formal discretion in relation to the management of client files.
  7. Engage in proactive client service and relationship building through efficient, effective, timely and professional interactions with clients.
  8. Contribute to the achievement of team objectives.

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.

Download the Statement of Duties and any Associated Documents

(image) Statement of Duties (850234) Client Account Manager.docx

(image) Statement of Duties (850234) Client Account Manager.pdf

How to apply

Online applications are preferred, please click the blue 'Apply Now' button. You will be prompted to complete an online application form and to attach your cover letter, resume and selection criteria responses. Please note, attachments must be in Microsoft Word or PDF format.

-or-

Post your application with the following application form to:

Human Resources
Public Trustee
GPO Box 825
HOBART TAS 7001

For more information

Philip Heaton
Manager Personal Services Team
[email protected]
Phone: (03) 6235 5210