SOUTH AUSTRALIAN PUBLIC SERVICE JOB AND PERSON SPECIFICATIONS Title of Position Team Leader Personal Estates Administrative Unit ATTORNEY-GENERAL S DEPARTMENT Remuneration Level: ASO6 Type of appointment: Ongoing Contract - Temporary (12 mths) Contract - 1-5 years Division Branch Section Position Number Position Docket Number Occupant Job and Person Specification Approval Public Trustee Client Services Personal Estates....../.../... CHIEF EXECUTIVE/DELEGATE JOB SPECIFICATION 1. Summary of the broad purpose of the position, and its responsibilities. The Personal Estates Branch contributes to strategic business operations and provides high quality financial administration estate management, investment and legal services to clients who are subject to Administration Orders from the Guardianship Board; or in cases where the Public Trustee also acts as their Attorney and/or as Manager, appointed by the Supreme Court. The Team Leader is accountable to the Manager Personal Estates for: making contributions to the leadership group within the Client Services Division and across Public Trustee; the leadership and management of a team and other organisational resources; the provision of a high caring customer service and development of new products; exercising significant delegations from the Public Trustee. 2. Reporting/Working Relationships The Personal Estates Branch is part of the Client Services Division and the Team Leader: Is accountable to the Manager, Personal Estates and works closely with the other Branches within the Division and the Public Trustee; Provides leadership and direction to staff within a small team; Liaises, negotiates and works extensively with senior management and other Agencies, stakeholders, business/industry representatives, clients and community groups. 3. Special Conditions (Such as non-metropolitan location, travel requirements, frequent overtime, etc.) Some out of hours work and interstate travel required May be required to undertake alternative duties at the same classification level within the Public Trustee to meet operational needs. Prior to an offer of employment being made, candidates must provide written authorisation to the
- 2 - Attorney-General s Department allowing a criminal history check. Upon receipt of the original National Police Certificate, the individual must allow sighting of the original certificate for the purposes of verification and copying. 4. General Conditions Employees are expected to adhere to the Commissioner for Public Employment, Code of Ethics for SA Public Sector Employees. Employees are expected to ensure that staff embrace and adopt the customer service ethic within the public sector by modelling customer service excellence and promoting and ensuring the delivery of timely, high quality service that meets the needs of customers and enhances the corporate profile of the organisation. 5. Statement of Key Outcomes and Associated Activities (Group into major areas of responsibility/activity and list in descending order of importance.) Assist with the Management and Leadership of the Client Services Division and Branch by: Contributing to business plans, policy development and actively participating in the leadership forum; Ensuring the implementation and evaluation of strategic business plans and policies; Contributing to operational reviews; Managing complex projects; Identifying, developing and implementing new business products and procedures through consultation with external stakeholders, industry professionals and the community; Managing risks associated with products and services; Contributing and proposing changes to legislation amendments and reforms; Providing a high level technical advice to the Senior Staff across the Division; Identifying issues and emerging trends and preparing reports. Ensure a high performing work team that undertakes the effective financial management and administration of estates by: Managing, leading developing and monitoring a team and its workload; Deploying staff and allocating estates for administration; Monitoring and undertaking risk assessment and evaluation and overseeing prudent financial management and the investment of estates; Exercising significant delegations from the Public Trustee; Contributing to the management of IT systems, facilities/accommodation, financial reporting, legal services and human resources (eg recruitment, selection and workforce strategies). Contribute to the provision of high caring customer services and products that meets the need of clients and stakeholders from diverse cultural backgrounds by: Managing the provision of an estates management consultancy and advisory service to a wide range of people (State and Federal Government Agencies, professionals and the community) who have an interest in an estate; Managing and reporting on the resolution of all complaints through investigation, research, consultation, negotiation, mediation and conciliation; Building relationships with clients, their networks and stakeholders and the community; Problem solving potential politically sensitive customer conflicts to minimise the risks to the reputation of the Public Trustee;
- 3 - Ensuring that clients and their supporters/stakeholders are advised of the range of Public Trustee services and products and are encouraged to use the services of the office; Working collaboratively with staff across the Public Trustee Office. Team Leaders are responsible and accountable for adhering to and implementing the relevant requirements for Managers/Supervisors and employees as specified in the OHSW Act 1986, OHSW Regulations 1995, relevant Standards and Codes of Practice; the Equal Opportunity Act 1984, the PS Act 2009, and the principles of diversity; and the Department s policies and procedures. Certified Correct by Line Manager....../.../... Acknowledged by Occupant....../.../...
- 4 - PERSON SPECIFICATION (continued) Position: Unit: Approval: Essential Minimum Requirements (Those characteristics considered absolutely necessary.) 1. Educational/Vocational Qualifications (Include only those listed in Commissioner s Standard 2 as an essential qualification for the specified classification group.) Nil 2. Personal Abilities/Aptitudes/Skills (Related to the job description and expressed in a way which allows objective assessment.) Proven ability to lead, motivate, manage, and develop people Proven time management and organisational abilities Excellent written and verbal communications skill, including the preparation and presentation of reports to senior management Proven ability to analyse, exercise sound judgement and decision making (in the administration of estates). Strong problem solving, conflict management and negotiating skills. Proven ability to create, maintain and enhance relationships with clients, staff and others 3. Experience (including community experience) Experience in either the administration of complex estates, or financial accounting and reporting of a complex nature. Experience with interpreting and working with legislation. Experience in providing expert advisory or consultative services Experience in researching, developing, implementing and evaluating strategic policy and plans 4. Knowledge Knowledge or ability to quickly gain the legislative base of estate administration Knowledge of the principles of risk management assessment Understanding of current and emerging legal, regulatory, auditing, accounting and financial reporting reforms affecting clients. (eg Real Estate, Taxation and superannuation changes and Centrelink entitlements.) Knowledge of the principles and practices of OHSW management in particular, those of risk Management and hazard control and; the Equal Opportunity Act, 1984, the PS Act 2009 and diversity.
- 5 - PERSON SPECIFICATION (continued) Position: Unit: Approval: Desirable Characteristics (To distinguish between applicants who have met all essential requirements.) 1. Personal Abilities/Aptitudes/Skills Nil 2. Experience Experience dealing with people who have a mental incapacity 3. Knowledge Knowledge of Trustee legislation including the Guardianship and Administration Act, the Power of Attorney and Agency Act, the Aged and Infirm Persons Property Act, the Trustee Act and the Public Trustee Act 4. Educational/Vocational Qualifications (Considered to be useful in carrying out the responsibilities of the position.) Tertiary qualifications in a relevant discipline. 5. Other details