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Client Account Manager (851266)
The Public Trustee
Tasmania, AUS
Full-time
Mid
Onsite
Discovered 1 weeks ago
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Key Skills for This Role
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Full Job Posting
Hours per fortnight
73.50 hours per fortnight - flexible options available.
Major Functions
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.
Exercise a formal discretion in relation to the management of client files.
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 Tasmanian Civil and Administrative Tribunal (TASCAT) hearings to represent the Public Trustee and clients.
Engage in proactive client service and relationship building through efficient, effective, timely and professional interactions with clients.
Contribute to the achievement of team objectives.
Pre-employment Requirements
- 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:
- Pre-employment (National Police Record) checks for: Arson and fire setting, violent crimes and crimes against the person, sex-related offences, drug and alcohol related offences, crimes involving dishonesty, deception and/or conspiracy, 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, Executive or the Legislative Power.
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